Lowe Brockenbrough & Co’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
2026
Q1
$213K Sell
2,162
-7,041
-77% -$755K 0.01% 272
2025
Q4
$913K Sell
9,203
-26,929
-75% -$2.52M 0.04% 181
2025
Q3
$3.02M Buy
36,132
+40
+0.1% +$3.62K 0.16% 110
2025
Q2
$3.64M Sell
36,092
-1,237
-3% -$122K 0.2% 102
2025
Q1
$4.11M Buy
37,329
+216
+0.6% +$25.8K 0.27% 91
2024
Q4
$4.68M Sell
37,113
-2,460
-6% -$324K 0.3% 80
2024
Q3
$5.4M Sell
39,573
-9,304
-19% -$1.22M 0.34% 73
2024
Q2
$6.69M Sell
48,877
-481
-1% -$68.9K 0.45% 67
2024
Q1
$7.34M Buy
49,358
+9,677
+24% +$1.47M 0.5% 63
2023
Q4
$6.24M Sell
39,681
-10,152
-20% -$1.53M 0.48% 64
2023
Q3
$7.77M Sell
49,833
-978
-2% -$169K 0.6% 57
2023
Q2
$9.11M Buy
50,811
+496
+1% +$88.1K 0.69% 47
2023
Q1
$9.76M Buy
50,315
+123
+0.2% +$22.6K 0.79% 39
2022
Q4
$8.73M Buy
50,192
+213
+0.4% +$36.9K 0.76% 41
2022
Q3
$8.07M Sell
49,979
-3,263
-6% -$618K 0.78% 39
2022
Q2
$9.72M Sell
53,242
-335
-0.6% -$61.1K 0.85% 38
2022
Q1
$11.5M Sell
53,577
-600
-1% -$127K 0.85% 38
2021
Q4
$11.6M Sell
54,177
-235
-0.4% -$47.8K 0.85% 39
2021
Q3
$9.91M Sell
54,412
-9
-0% -$1.78K 0.77% 45
2021
Q2
$11.3M Buy
54,421
+330
+0.6% +$66K 1.02% 33
2021
Q1
$9.2M Buy
54,091
+3,380
+7% +$547K 0.89% 38
2020
Q4
$8.54M Buy
50,711
+716
+1% +$121K 0.92% 37
2020
Q3
$8.33M Sell
49,995
-163
-0.3% -$23.7K 1.04% 29
2020
Q2
$5.58M Buy
50,158
+7,717
+18% +$770K 0.75% 44
2020
Q1
$3.96M Buy
42,441
+26,188
+161% +$2.71M 0.65% 52
2019
Q4
$1.9M Hold
16,253
0.24% 104
2019
Q3
$1.95M Buy
16,253
+607
+4% +$69.4K 0.26% 99
2019
Q2
$1.62M Buy
15,646
+1,558
+11% +$162K 0.22% 112
2019
Q1
$1.57M Buy
14,088
+255
+2% +$27K 0.22% 113
2018
Q4
$1.35M Buy
13,833
+1,000
+8% +$108K 0.22% 109
2018
Q3
$1.5M Buy
12,833
+15
+0.1% +$1.76K 0.21% 111
2018
Q2
$1.36M Buy
12,818
+595
+5% +$66.8K 0.2% 112
2018
Q1
$1.28M Hold
12,223
0.19% 121
2017
Q4
$1.46M Hold
12,223
0.21% 115
2017
Q3
$1.47M Sell
12,223
-119
-1% -$13.5K 0.23% 106
2017
Q2
$1.36M Buy
12,342
+123
+1% +$13.1K 0.21% 106
2017
Q1
$1.31M Buy
12,219
+561
+5% +$61.3K 0.21% 108
2016
Q4
$1.34M Sell
11,658
-75
-0.6% -$8.45K 0.22% 104
2016
Q3
$1.28M Hold
11,733
0.22% 104
2016
Q2
$1.26M Hold
11,733
0.22% 101
2016
Q1
$1.24M Buy
11,733
+1,305
+13% +$127K 0.21% 109
2015
Q4
$1M Buy
10,428
+15
+0.1% +$1.53K 0.17% 119
2015
Q3
$1.03M Buy
10,413
+485
+5% +$47.9K 0.18% 118
2015
Q2
$962K Hold
9,928
0.15% 127
2015
Q1
$962K Buy
9,928
+240
+2% +$24.6K 0.15% 129
2014
Q4
$1.08M Sell
9,688
-257
-3% -$27.1K 0.17% 121
2014
Q3
$977K Sell
9,945
-265
-3% -$26.3K 0.16% 122
2014
Q2
$1.05M Sell
10,210
-120
-1% -$12.1K 0.17% 117
2014
Q1
$1.01M Sell
10,330
-25
-0.2% -$2.44K 0.17% 116
2013
Q4
$1.09M Sell
10,355
-2,170
-17% -$214K 0.18% 109
2013
Q3
$1.14M Buy
12,525
+51
+0.4% +$4.48K 0.21% 100
2013
Q2
$1.08M Buy
+12,474
New +$1.07M 0.2% 101

Other funds holding UPS

Lowe Brockenbrough & Co's UPS Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its United Parcel Service (UPS) stake by 77% in Q1 2026, selling an estimated $755K and leaving 2,162 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #272.

Lowe Brockenbrough & Co first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.6M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Lowe Brockenbrough & Co held 2,162 shares of United Parcel Service worth $213K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 7,041 United Parcel Service shares in Q1 2026, an estimated $755K.
  • United Parcel Service made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #272 holding.
  • Lowe Brockenbrough & Co first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Lowe Brockenbrough & Co's United Parcel Service position peaked at $11.6M in Q4 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.