LMG Wealth Partners’s United Parcel Service UPS Stock Holding History

LMG Wealth Partners’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	$478K	Buy	4,858 +59	+1%	+$6.33K	0.09%	116
2025 Q4	$476K	Buy	4,799 +1,303	+37%	+$122K	0.09%	114
2025 Q3	$292K	Buy	3,496 +114	+3%	+$10.3K	0.05%	131
2025 Q2	$341K	Buy	3,382 +38	+1%	+$3.74K	0.07%	114
2025 Q1	$368K	Buy	3,344 +82	+3%	+$9.8K	0.08%	106
2024 Q4	$411K	Buy	3,262 +26	+0.8%	+$3.42K	0.09%	97
2024 Q3	$441K	Buy	3,236 +26	+0.8%	+$3.41K	0.1%	93
2024 Q2	$439K	Buy	3,210 +25	+0.8%	+$3.58K	0.11%	93
2024 Q1	$473K	Hold	3,185	–	–	0.12%	95
2023 Q4	$501K	Buy	3,185 +608	+24%	+$91.9K	0.14%	75
2023 Q3	$402K	Hold	2,577	–	–	0.12%	77
2023 Q2	$462K	Hold	2,577	–	–	0.14%	76
2023 Q1	$500K	Hold	2,577	–	–	0.16%	76
2022 Q4	$461K	Buy	+2,577	New	+$446K	0.15%	76

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMG Wealth Partners's UPS Position: Q1 2026 in Review

LMG Wealth Partners increased its United Parcel Service (UPS) stake by 1.2% in Q1 2026, buying an estimated $6.33K and bringing the position to 4,858 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #116.

LMG Wealth Partners first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $501K in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

LMG Wealth Partners held 4,858 shares of United Parcel Service worth $478K as of Q1 2026.
LMG Wealth Partners bought 59 United Parcel Service shares in Q1 2026, an estimated $6.33K.
United Parcel Service made up 0.09% of LMG Wealth Partners's portfolio in Q1 2026, its #116 holding.
LMG Wealth Partners first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's United Parcel Service position peaked at $501K in Q4 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.