LWM
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Liberty Wealth Management’s United Parcel Service UPS Stock Holding History

Liberty Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.16M Buy
20,932
+18,367
+716% +$1.97M 0.27% 70
2025
Q4 		$254K Buy
2,565
+3
+0.1% +$281 0.03% 215
2025
Q3 		$214K Sell
2,562
-95
-4% -$8.61K 0.03% 229
2025
Q2 		$268K Sell
2,657
-4
-0.2% -$394 0.04% 180
2025
Q1 		$293K Sell
2,661
-469
-15% -$56.1K 0.06% 122
2024
Q4 		$395K Sell
3,130
-48
-2% -$6.32K 0.07% 138
2024
Q3 		$433K Sell
3,178
-1,166
-27% -$153K 0.07% 127
2024
Q2 		$464K Buy
4,344
+810
+23% +$116K 0.09% 116
2024
Q1 		$525K Sell
3,534
-209
-6% -$31.8K 0.1% 102
2023
Q4 		$612K Sell
3,743
-110
-3% -$16.6K 0.13% 88
2023
Q3 		$600K Sell
3,853
-47
-1% -$8.11K 0.15% 83
2023
Q2 		$699K Sell
3,900
-195
-5% -$34.6K 0.17% 68
2023
Q1 		$794K Buy
+4,095
New +$751K 0.16% 82
2022
Q3 		$675K Buy
4,183
+182
+5% +$34.5K 0.18% 65
2022
Q2 		$730K Buy
4,001
+122
+3% +$22.3K 0.3% 58
2022
Q1 		$832K Buy
+3,879
New +$824K 0.3% 54
2021
Q4 		– Sell
-4,534
Closed -$922K – 72
2021
Q3 		$845K Buy
4,534
+715
+19% +$141K 0.3% 48
2021
Q2 		$794K Buy
3,819
+1,253
+49% +$251K 0.31% 49
2021
Q1 		$401K Hold
2,566
– – 0.2% 71
2020
Q4 		$401K Sell
2,566
-647
-20% -$109K 0.2% 71
2020
Q3 		$535K Buy
3,213
+680
+27% +$99K 0.32% 47
2020
Q2 		$282K Buy
2,533
+138
+6% +$13.8K 0.2% 70
2020
Q1 		$234K Buy
2,395
+51
+2% +$5.28K 0.2% 78
2019
Q4 		$274K Sell
2,344
-82
-3% -$9.71K 0.22% 85
2019
Q3 		$291K Sell
2,426
-801
-25% -$91.6K 0.28% 71
2019
Q2 		$333K Buy
3,227
+1,005
+45% +$105K 0.29% 76
2019
Q1 		$248K Sell
2,222
-23
-1% -$2.44K 0.19% 77
2018
Q4 		$219K Buy
+2,245
New +$243K 0.16% 81

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's UPS Position: Q1 2026 in Review

Liberty Wealth Management increased its United Parcel Service (UPS) stake by 716% in Q1 2026, buying an estimated $1.97M and bringing the position to 20,932 shares worth $2.16M. The position accounts for 0.27% of the portfolio, ranked #70.

Liberty Wealth Management first reported a position in UPS in Q4 2018 and has held it in 28 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Liberty Wealth Management held 20,932 shares of United Parcel Service worth $2.16M as of Q1 2026.
  • Liberty Wealth Management bought 18,367 United Parcel Service shares in Q1 2026, an estimated $1.97M.
  • United Parcel Service made up 0.27% of Liberty Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Liberty Wealth Management first reported a position in United Parcel Service in Q4 2018 and has held it in 28 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.