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Lockerman Financial Group’s United Parcel Service UPS Stock Holding History

Lockerman Financial Group’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
Q3 		– Sell
-2,800
Closed -$283K – 134
2025
Q2 		$283K Buy
+2,800
New +$275K 0.38% 93

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lockerman Financial Group's UPS Position: Q3 2025 in Review

Lockerman Financial Group sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,800 shares — an estimated $283K sold.

Lockerman Financial Group first reported a position in UPS in Q2 2025 and held it in 1 quarter. The position peaked at $283K in Q2 2025. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Lockerman Financial Group reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 2,800 United Parcel Service shares in Q3 2025, an estimated $283K.
  • Lockerman Financial Group first reported a position in United Parcel Service in Q2 2025 and held it in 1 quarter.
  • Lockerman Financial Group's United Parcel Service position peaked at $283K in Q2 2025.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Lockerman Financial Group's 13F filing for Q3 2025, filed 16 Oct 2025.