Loudon Investment Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,450
| Closed | -$449K | – | 102 |
|
|
2025
Q2 | $449K | Sell |
4,450
-4,535
| -50% | -$446K | 0.25% | 79 |
|
|
2025
Q1 | $988K | Sell |
8,985
-2,171
| -19% | -$260K | 0.56% | 44 |
|
|
2024
Q4 | $1.41M | Sell |
11,156
-1,049
| -9% | -$138K | 0.8% | 38 |
|
|
2024
Q3 | $1.66M | Sell |
12,205
-700
| -5% | -$91.9K | 0.91% | 35 |
|
|
2024
Q2 | $1.77M | Buy |
12,905
+1,700
| +15% | +$243K | 1.04% | 32 |
|
|
2024
Q1 | $1.67M | Hold |
11,205
| – | – | 0.96% | 36 |
|
|
2023
Q4 | $1.76M | Hold |
11,205
| – | – | 1.09% | 33 |
|
|
2023
Q3 | $1.75M | Sell |
11,205
-47
| -0.4% | -$8.11K | 1.2% | 29 |
|
|
2023
Q2 | $2.02M | Buy |
11,252
+45
| +0.4% | +$7.99K | 1.33% | 29 |
|
|
2023
Q1 | $2.17M | Buy |
11,207
+56
| +0.5% | +$10.3K | 1.51% | 24 |
|
|
2022
Q4 | $1.94M | Sell |
11,151
-578
| -5% | -$100K | 1.4% | 28 |
|
|
2022
Q3 | $1.9M | Buy |
11,729
+100
| +0.9% | +$18.9K | 1.51% | 24 |
|
|
2022
Q2 | $2.12M | Sell |
11,629
-50
| -0.4% | -$9.12K | 1.59% | 22 |
|
|
2022
Q1 | $2.5M | Sell |
11,679
-1,200
| -9% | -$255K | 1.65% | 22 |
|
|
2021
Q4 | $2.76M | Hold |
12,879
| – | – | 1.76% | 17 |
|
|
2021
Q3 | $2.35M | Sell |
12,879
-460
| -3% | -$90.8K | 1.67% | 19 |
|
|
2021
Q2 | $2.77M | Sell |
13,339
-777
| -6% | -$155K | 1.89% | 19 |
|
|
2021
Q1 | $2.4M | Buy |
14,116
+1
| +0% | +$162 | 1.72% | 23 |
|
|
2020
Q4 | $2.38M | Sell |
14,115
-75
| -0.5% | -$12.7K | 1.86% | 20 |
|
|
2020
Q3 | $2.36M | Sell |
14,190
-350
| -2% | -$51K | 2% | 17 |
|
|
2020
Q2 | $1.62M | Buy |
14,540
+2,265
| +18% | +$226K | 1.4% | 25 |
|
|
2020
Q1 | $1.15M | Buy |
12,275
+111
| +0.9% | +$11.5K | 1.2% | 32 |
|
|
2019
Q4 | $1.42M | Hold |
12,164
| – | – | 1.11% | 34 |
|
|
2019
Q3 | $1.46M | Hold |
12,164
| – | – | 1.23% | 31 |
|
|
2019
Q2 | $1.26M | Buy |
12,164
+5,605
| +85% | +$583K | 1.07% | 36 |
|
|
2019
Q1 | $733K | Buy |
6,559
+935
| +17% | +$99.2K | 0.64% | 45 |
|
|
2018
Q4 | $549K | Buy |
5,624
+770
| +16% | +$83.5K | 0.52% | 56 |
|
|
2018
Q3 | $567K | Sell |
4,854
-1,900
| -28% | -$224K | 0.46% | 60 |
|
|
2018
Q2 | $717K | Buy |
6,754
+3,875
| +135% | +$435K | 0.57% | 50 |
|
|
2018
Q1 | $301K | Hold |
2,879
| – | – | 0.24% | 72 |
|
|
2017
Q4 | $343K | Hold |
2,879
| – | – | 0.26% | 70 |
|
|
2017
Q3 | $346K | Hold |
2,879
| – | – | 0.27% | 69 |
|
|
2017
Q2 | $318K | Buy |
2,879
+985
| +52% | +$105K | 0.24% | 70 |
|
|
2017
Q1 | $203K | Hold |
1,894
| – | – | 0.15% | 88 |
|
|
2016
Q4 | $217K | Hold |
1,894
| – | – | 0.17% | 80 |
|
|
2016
Q3 | $207K | Hold |
1,894
| – | – | 0.16% | 84 |
|
|
2016
Q2 | $204K | Buy |
+1,894
| New | +$197K | 0.16% | 77 |
|
Other funds holding UPS
Loudon Investment Management's UPS Position: Q3 2025 in Review
Loudon Investment Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 4,450 shares — an estimated $449K sold.
Loudon Investment Management first reported a position in UPS in Q2 2016 and held it in 37 quarters. The position peaked at $2.77M in Q2 2021. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.
- Loudon Investment Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
- Loudon Investment Management sold 4,450 United Parcel Service shares in Q3 2025, an estimated $449K.
- Loudon Investment Management first reported a position in United Parcel Service in Q2 2016 and held it in 37 quarters.
- Loudon Investment Management's United Parcel Service position peaked at $2.77M in Q2 2021.
- 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.
Based on Loudon Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.