LWP
UPS icon

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
Q2 		$524K Buy
4,876
+18
+0.4% +$1.87K 0.08% 120
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMG Wealth Partners's UPS Position: Q2 2026 in Review

LMG Wealth Partners increased its United Parcel Service (UPS) stake by 0.37% in Q2 2026, buying an estimated $1.87K and bringing the position to 4,876 shares worth $524K. The position accounts for 0.08% of the portfolio, ranked #120.

LMG Wealth Partners first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • LMG Wealth Partners held 4,876 shares of United Parcel Service worth $524K as of Q2 2026.
  • LMG Wealth Partners bought 18 United Parcel Service shares in Q2 2026, an estimated $1.87K.
  • United Parcel Service made up 0.08% of LMG Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • LMG Wealth Partners first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.