Lincoln Capital’s United Parcel Service UPS Stock Holding History

Lincoln Capital’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 Q2	$5.35M	Sell	49,785 -248	-0.5%	-$25.8K	0.95%	24
2026 Q1	$4.92M	Buy	50,033 +45,455	+993%	+$4.87M	0.93%	27
2025 Q4	$454K	Sell	4,578 -910	-17%	-$85.1K	0.08%	96
2025 Q3	$476K	Sell	5,488 -605	-10%	-$54.8K	0.09%	93
2025 Q2	$615K	Sell	6,093 -20	-0.3%	-$1.97K	0.12%	85
2025 Q1	$592K	Sell	6,113 -337	-5%	-$40.3K	0.12%	77
2024 Q4	$813K	Sell	6,450 -400	-6%	-$52.6K	0.17%	61
2024 Q3	$934K	Sell	6,850 -82	-1%	-$10.8K	0.2%	59
2024 Q2	$949K	Sell	6,932 -301	-4%	-$43.1K	0.21%	53
2024 Q1	$1.08M	Hold	7,233	–	–	0.24%	49
2023 Q4	$1.14M	Sell	7,233 -33	-0.5%	-$4.99K	0.28%	47
2023 Q3	$1.13M	Sell	7,266 -39	-0.5%	-$6.73K	0.3%	42
2023 Q2	$1.31M	Sell	7,305 -35	-0.5%	-$6.21K	0.34%	42
2023 Q1	$1.42M	Sell	7,340 -4	-0.1%	-$734	0.39%	40
2022 Q4	$1.28M	Buy	7,344 +54	+0.7%	+$9.35K	0.37%	41
2022 Q3	$1.18M	Hold	7,290	–	–	0.37%	42
2022 Q2	$1.33M	Hold	7,290	–	–	0.37%	42
2022 Q1	$1.56M	Sell	7,290 -398	-5%	-$84.6K	0.37%	41
2021 Q4	$1.65M	Sell	7,688 -122	-2%	-$24.8K	0.41%	35
2021 Q3	$1.42M	Sell	7,810 -45	-0.6%	-$8.88K	0.39%	36
2021 Q2	$1.63M	Sell	7,855 -15	-0.2%	-$3K	0.46%	34
2021 Q1	$1.34M	Hold	7,870	–	–	0.42%	33
2020 Q4	$1.32M	Hold	7,870	–	–	0.43%	31
2020 Q3	$1.31M	Sell	7,870 -39	-0.5%	-$5.68K	0.48%	32
2020 Q2	$879K	Sell	7,909 -90	-1%	-$8.98K	0.37%	38
2020 Q1	$747K	Sell	7,999 -168	-2%	-$17.4K	0.38%	41
2019 Q4	$956K	Sell	8,167 -111	-1%	-$13.1K	0.39%	34
2019 Q3	$992K	Sell	8,278 -164	-2%	-$18.8K	0.44%	32
2019 Q2	$872K	Sell	8,442 -574	-6%	-$59.7K	0.39%	33
2019 Q1	$1.01M	Sell	9,016 -40	-0.4%	-$4.24K	0.49%	31
2018 Q4	$883K	Sell	9,056 -178	-2%	-$19.3K	0.48%	30
2018 Q3	$1.08M	Sell	9,234 -117	-1%	-$13.8K	0.53%	29
2018 Q2	$1.01M	Sell	9,351 -205	-2%	-$23K	0.54%	28
2018 Q1	$1M	Sell	9,556 -455	-5%	-$52.6K	0.54%	29
2017 Q4	$1.19M	Sell	10,011 -22	-0.2%	-$2.59K	0.67%	28
2017 Q3	$1.21M	Sell	10,033 -100	-1%	-$11.4K	0.74%	29
2017 Q2	$1.12M	Sell	10,133 -410	-4%	-$43.8K	0.7%	29
2017 Q1	$1.13M	Sell	10,543 -38,074	-78%	-$4.16M	0.76%	29
2016 Q4	$5.57M	Sell	48,617 -2,208	-4%	-$249K	3.97%	9
2016 Q3	$5.56M	Sell	50,825 -5,140	-9%	-$561K	4.1%	8
2016 Q2	$6.03M	Sell	55,965 -524	-0.9%	-$54.5K	4.51%	8
2016 Q1	$5.96M	Sell	56,489 -1,988	-3%	-$193K	4.47%	8
2015 Q4	$5.63M	Sell	58,477 -449	-0.8%	-$45.9K	4.48%	8
2015 Q3	$5.82M	Buy	58,926 +1,470	+3%	+$145K	4.82%	8
2015 Q2	$5.57M	Sell	57,456 -369	-0.6%	-$36.7K	4.7%	8
2015 Q1	$5.61M	Buy	57,825 +373	+0.6%	+$38.3K	4.81%	8
2014 Q4	$6.39M	Buy	+57,452	New	+$6.06M	5.54%	5

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lincoln Capital's UPS Position: Q2 2026 in Review

Lincoln Capital reduced its United Parcel Service (UPS) stake by 0.5% in Q2 2026, selling an estimated $25.8K and leaving 49,785 shares worth $5.35M. The position accounts for 0.95% of the portfolio, ranked #24.

Lincoln Capital first reported a position in UPS in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.39M in Q4 2014. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Lincoln Capital held 49,785 shares of United Parcel Service worth $5.35M as of Q2 2026.
Lincoln Capital sold 248 United Parcel Service shares in Q2 2026, an estimated $25.8K.
United Parcel Service made up 0.95% of Lincoln Capital's portfolio in Q2 2026, its #24 holding.
Lincoln Capital first reported a position in United Parcel Service in Q4 2014 and has held it in 47 quarters since.
Lincoln Capital's United Parcel Service position peaked at $6.39M in Q4 2014.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.