Linscomb Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.7M | Sell |
47,730
-8,395
| -15% | -$900K | 0.21% | 96 |
|
|
2025
Q4 | $5.57M | Buy |
56,125
+1,530
| +3% | +$143K | 0.23% | 93 |
|
|
2025
Q3 | $4.56M | Buy |
54,595
+2,760
| +5% | +$250K | 0.2% | 104 |
|
|
2025
Q2 | $5.23M | Buy |
51,835
+739
| +1% | +$72.7K | 0.24% | 96 |
|
|
2025
Q1 | $5.62M | Buy |
51,096
+1,587
| +3% | +$190K | 0.28% | 87 |
|
|
2024
Q4 | $6.24M | Buy |
49,509
+1,447
| +3% | +$190K | 0.31% | 72 |
|
|
2024
Q3 | $6.55M | Sell |
48,062
-7,130
| -13% | -$936K | 0.32% | 73 |
|
|
2024
Q2 | $7.55M | Sell |
55,192
-946
| -2% | -$135K | 0.39% | 63 |
|
|
2024
Q1 | $8.34M | Sell |
56,138
-152
| -0.3% | -$23.1K | 0.43% | 54 |
|
|
2023
Q4 | $8.85M | Sell |
56,290
-1,118
| -2% | -$169K | 0.49% | 45 |
|
|
2023
Q3 | $8.95M | Sell |
57,408
-1,979
| -3% | -$342K | 0.52% | 43 |
|
|
2023
Q2 | $10.6M | Sell |
59,387
-3,681
| -6% | -$654K | 0.57% | 35 |
|
|
2023
Q1 | $12.2M | Sell |
63,068
-2,028
| -3% | -$372K | 0.64% | 24 |
|
|
2022
Q4 | $11.3M | Buy |
65,096
+3,025
| +5% | +$524K | 0.57% | 36 |
|
|
2022
Q3 | $10M | Buy |
62,071
+1,786
| +3% | +$338K | 0.61% | 37 |
|
|
2022
Q2 | $11M | Sell |
60,285
-1,703
| -3% | -$311K | 0.63% | 32 |
|
|
2022
Q1 | $13.3M | Buy |
61,988
+1,227
| +2% | +$261K | 0.64% | 29 |
|
|
2021
Q4 | $13M | Buy |
60,761
+57
| +0.1% | +$11.6K | 0.62% | 33 |
|
|
2021
Q3 | $11.1M | Sell |
60,704
-564
| -0.9% | -$111K | 0.57% | 34 |
|
|
2021
Q2 | $12.7M | Buy |
61,268
+1,238
| +2% | +$248K | 0.65% | 28 |
|
|
2021
Q1 | $10.2M | Buy |
60,030
+809
| +1% | +$131K | 0.55% | 39 |
|
|
2020
Q4 | $9.97M | Sell |
59,221
-2,004
| -3% | -$338K | 0.6% | 32 |
|
|
2020
Q3 | $10.2M | Buy |
61,225
+496
| +0.8% | +$72.2K | 0.7% | 23 |
|
|
2020
Q2 | $6.75M | Buy |
60,729
+11,786
| +24% | +$1.18M | 0.49% | 50 |
|
|
2020
Q1 | $4.57M | Buy |
48,943
+3,002
| +7% | +$311K | 0.4% | 51 |
|
|
2019
Q4 | $5.38M | Buy |
45,941
+1,642
| +4% | +$194K | 0.35% | 51 |
|
|
2019
Q3 | $5.31M | Buy |
44,299
+2,493
| +6% | +$285K | 0.43% | 44 |
|
|
2019
Q2 | $4.32M | Buy |
41,806
+535
| +1% | +$55.6K | 0.35% | 57 |
|
|
2019
Q1 | $4.61M | Buy |
41,271
+649
| +2% | +$68.8K | 0.39% | 48 |
|
|
2018
Q4 | $3.96M | Sell |
40,622
-2,216
| -5% | -$240K | 0.37% | 48 |
|
|
2018
Q3 | $5M | Buy |
42,838
+490
| +1% | +$57.7K | 0.41% | 42 |
|
|
2018
Q2 | $4.5M | Buy |
42,348
+1,575
| +4% | +$177K | 0.38% | 45 |
|
|
2018
Q1 | $4.27M | Sell |
40,773
-623
| -2% | -$72K | 0.36% | 46 |
|
|
2017
Q4 | $4.93M | Buy |
41,396
+921
| +2% | +$108K | 0.41% | 42 |
|
|
2017
Q3 | $4.86M | Buy |
40,475
+2,357
| +6% | +$268K | 0.42% | 35 |
|
|
2017
Q2 | $4.21M | Buy |
38,118
+387
| +1% | +$41.4K | 0.38% | 42 |
|
|
2017
Q1 | $4.05M | Buy |
37,731
+117
| +0.3% | +$12.8K | 0.37% | 42 |
|
|
2016
Q4 | $4.31M | Buy |
37,614
+736
| +2% | +$82.9K | 0.4% | 33 |
|
|
2016
Q3 | $4.03M | Buy |
36,878
+2,825
| +8% | +$309K | 0.39% | 35 |
|
|
2016
Q2 | $3.67M | Sell |
34,053
-1,660
| -5% | -$173K | 0.37% | 36 |
|
|
2016
Q1 | $3.77M | Sell |
35,713
-103
| -0.3% | -$10K | 0.41% | 34 |
|
|
2015
Q4 | $3.45M | Buy |
+35,816
| New | +$3.66M | 0.39% | 35 |
|
|
2015
Q3 | – | Sell |
-35,817
| Closed | -$3.47M | – | 269 |
|
|
2015
Q2 | $3.47M | Buy |
35,817
+514
| +1% | +$51.1K | 0.38% | 37 |
|
|
2015
Q1 | $3.42M | Buy |
35,303
+11,157
| +46% | +$1.14M | 0.37% | 39 |
|
|
2014
Q4 | $2.68M | Buy |
24,146
+664
| +3% | +$70.1K | 0.3% | 55 |
|
|
2014
Q3 | $2.31M | Buy |
23,482
+982
| +4% | +$97.6K | 0.25% | 61 |
|
|
2014
Q2 | $2.31M | Buy |
22,500
+897
| +4% | +$90.1K | 0.24% | 62 |
|
|
2014
Q1 | $2.1M | Buy |
21,603
+3,467
| +19% | +$338K | 0.23% | 63 |
|
|
2013
Q4 | $1.91M | Buy |
18,136
+797
| +5% | +$78.5K | 0.23% | 58 |
|
|
2013
Q3 | $1.58M | Buy |
17,339
+750
| +5% | +$65.9K | 0.21% | 63 |
|
|
2013
Q2 | $1.44M | Buy |
+16,589
| New | +$1.42M | 0.2% | 64 |
|
Other funds holding UPS
VCM
VPM
Linscomb Wealth's UPS Position: Q1 2026 in Review
Linscomb Wealth reduced its United Parcel Service (UPS) stake by 15% in Q1 2026, selling an estimated $900K and leaving 47,730 shares worth $4.7M. The position accounts for 0.21% of the portfolio, ranked #96.
Linscomb Wealth first reported a position in UPS in Q2 2013 and has held it in 51 quarters since. The position peaked at $13.3M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Linscomb Wealth held 47,730 shares of United Parcel Service worth $4.7M as of Q1 2026.
- Linscomb Wealth sold 8,395 United Parcel Service shares in Q1 2026, an estimated $900K.
- United Parcel Service made up 0.21% of Linscomb Wealth's portfolio in Q1 2026, its #96 holding.
- Linscomb Wealth first reported a position in United Parcel Service in Q2 2013 and has held it in 51 quarters since.
- Linscomb Wealth's United Parcel Service position peaked at $13.3M in Q1 2022.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.