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LM Advisors’s United Parcel Service UPS Stock Holding History

LM Advisors’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
2025
Q2 		– Sell
-6,596
Closed -$725K – 226
2025
Q1 		$725K Buy
6,596
+16
+0.2% +$1.91K 0.13% 125
2024
Q4 		$830K Buy
+6,580
New +$866K 0.15% 98
2024
Q1 		– Sell
-60
Closed -$9.12K – 50
2023
Q4 		$9.43K Buy
+60
New +$9.07K ﹤0.01% 532

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LM Advisors's UPS Position: Q2 2025 in Review

LM Advisors sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 6,596 shares — an estimated $725K sold.

LM Advisors first reported a position in UPS in Q4 2023 and held it in 3 quarters. The position peaked at $830K in Q4 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • LM Advisors reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • LM Advisors sold 6,596 United Parcel Service shares in Q2 2025, an estimated $725K.
  • LM Advisors first reported a position in United Parcel Service in Q4 2023 and held it in 3 quarters.
  • LM Advisors's United Parcel Service position peaked at $830K in Q4 2024.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.