LAM
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LOM Asset Management’s United Parcel Service UPS Stock Holding History

LOM Asset Management’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 		$37.9K Hold
385
– – 0.01% 229
2025
Q4 		$38.2K Sell
385
-416
-52% -$38.9K 0.01% 231
2025
Q3 		$67K Sell
801
-1,676
-68% -$152K 0.02% 176
2025
Q2 		$250K Buy
+2,477
New +$244K 0.08% 141

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LOM Asset Management's UPS Position: Q1 2026 in Review

LOM Asset Management held its United Parcel Service (UPS) position steady in Q1 2026 at 385 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #229.

LOM Asset Management first reported a position in UPS in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • LOM Asset Management held 385 shares of United Parcel Service worth $37.9K as of Q1 2026.
  • LOM Asset Management left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.01% of LOM Asset Management's portfolio in Q1 2026, its #229 holding.
  • LOM Asset Management first reported a position in United Parcel Service in Q2 2025 and has held it in 4 quarters since.
  • LOM Asset Management's United Parcel Service position peaked at $250K in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.