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Lynch & Associates’s United Parcel Service UPS Stock Holding History

Lynch & Associates’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 		$5.39M Buy
50,125
+1,720
+4% +$179K 0.94% 34
2026
Q1 		$4.76M Buy
48,405
+6,602
+16% +$708K 0.89% 36
2025
Q4 		$4.15M Sell
41,803
-3,363
-7% -$315K 0.78% 40
2025
Q3 		$3.77M Sell
45,166
-8,643
-16% -$783K 0.73% 44
2025
Q2 		$5.43M Sell
53,809
-784
-1% -$77.1K 1.09% 31
2025
Q1 		$6M Sell
54,593
-1,300
-2% -$155K 1.3% 25
2024
Q4 		$7.05M Sell
55,893
-543
-1% -$71.5K 1.53% 20
2024
Q3 		$7.69M Sell
56,436
-1,930
-3% -$253K 1.63% 18
2024
Q2 		$7.99M Buy
58,366
+660
+1% +$94.5K 1.8% 16
2024
Q1 		$8.58M Sell
57,706
-2,195
-4% -$334K 1.98% 14
2023
Q4 		$9.42M Sell
59,901
-1,314
-2% -$199K 2.29% 12
2023
Q3 		$9.54M Sell
61,215
-479
-0.8% -$82.7K 2.52% 10
2023
Q2 		$11.1M Sell
61,694
-850
-1% -$151K 2.83% 9
2023
Q1 		$12.1M Sell
62,544
-224
-0.4% -$41.1K 3.18% 8
2022
Q4 		$10.9M Buy
62,768
+87
+0.1% +$15.1K 2.85% 9
2022
Q3 		$10.1M Buy
62,681
+18
+0% +$3.41K 2.96% 8
2022
Q2 		$11.4M Buy
62,663
+18
+0% +$3.28K 3.11% 8
2022
Q1 		$13.4M Sell
62,645
-136
-0.2% -$28.9K 3.25% 6
2021
Q4 		$13.5M Sell
62,781
-130
-0.2% -$26.4K 3.18% 6
2021
Q3 		$11.5M Sell
62,911
-187
-0.3% -$36.9K 2.97% 6
2021
Q2 		$13.1M Sell
63,098
-627
-1% -$125K 3.37% 6
2021
Q1 		$10.8M Sell
63,725
-130,162
-67% -$21.1M 2.93% 7
2020
Q4 		$32.7M Sell
193,887
-4,919
-2% -$830K 8.89% 1
2020
Q3 		$33.1M Buy
198,806
+74
+0% +$10.8K 9.92% 1
2020
Q2 		$22.1M Sell
198,732
-3,048
-2% -$304K 7.15% 2
2020
Q1 		$18.9M Sell
201,780
-646
-0.3% -$66.9K 6.93% 2
2019
Q4 		$23.7M Sell
202,426
-1,215
-0.6% -$144K 6.81% 1
2019
Q3 		$24.4M Buy
203,641
+107,852
+113% +$12.3M 7.46% 1
2019
Q2 		$9.89M Sell
95,789
-198
-0.2% -$20.6K 3.21% 7
2019
Q1 		$10.7M Sell
95,987
-25
-0% -$2.65K 3.56% 7
2018
Q4 		$9.36M Sell
96,012
-1,015
-1% -$110K 3.5% 6
2018
Q3 		$11.3M Buy
97,027
+8,018
+9% +$944K 3.82% 3
2018
Q2 		$9.46M Buy
89,009
+38,706
+77% +$4.35M 3.43% 7
2018
Q1 		$5.26M Sell
50,303
-3,972
-7% -$459K 2.01% 17
2017
Q4 		$6.47M Buy
54,275
+1,260
+2% +$148K 2.42% 11
2017
Q3 		$6.37M Sell
53,015
-102,949
-66% -$11.7M 2.53% 11
2017
Q2 		$17.2M Buy
155,964
+1,450
+0.9% +$155K 6.81% 1
2017
Q1 		$16.6M Sell
154,514
-475
-0.3% -$51.9K 6.76% 1
2016
Q4 		$17.8M Buy
154,989
+603
+0.4% +$67.9K 7.48% 1
2016
Q3 		$16.9M Buy
154,386
+69
+0% +$7.54K 7.43% 1
2016
Q2 		$16.6M Buy
154,317
+855
+0.6% +$89K 7.43% 1
2016
Q1 		$16.2M Buy
153,462
+1,150
+0.8% +$112K 7.7% 1
2015
Q4 		$14.7M Buy
152,312
+1,075
+0.7% +$110K 7.52% 1
2015
Q3 		$14.9M Buy
151,237
+330
+0.2% +$32.6K 8.27% 1
2015
Q2 		$14.6M Sell
150,907
-25
-0% -$2.48K 7.63% 1
2015
Q1 		$14.6M Buy
150,932
+260
+0.2% +$26.7K 7.7% 1
2014
Q4 		$16.8M Buy
150,672
+365
+0.2% +$38.5K 9.01% 1
2014
Q3 		$14.8M Sell
150,307
-300
-0.2% -$29.8K 8.3% 1
2014
Q2 		$15.5M Sell
150,607
-100
-0.1% -$10K 8.83% 1
2014
Q1 		$14.7M Buy
150,707
+250
+0.2% +$24.4K 8.66% 1
2013
Q4 		$15.8M Buy
150,457
+150
+0.1% +$14.8K 9.45% 1
2013
Q3 		$13.7M Buy
150,307
+150
+0.1% +$13.2K 9.16% 1
2013
Q2 		$13M Buy
+150,157
New +$12.9M 8.97% 1

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lynch & Associates's UPS Position: Q2 2026 in Review

Lynch & Associates increased its United Parcel Service (UPS) stake by 3.6% in Q2 2026, buying an estimated $179K and bringing the position to 50,125 shares worth $5.39M. The position accounts for 0.94% of the portfolio, ranked #34.

Lynch & Associates first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.1M in Q3 2020. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Lynch & Associates held 50,125 shares of United Parcel Service worth $5.39M as of Q2 2026.
  • Lynch & Associates bought 1,720 United Parcel Service shares in Q2 2026, an estimated $179K.
  • United Parcel Service made up 0.94% of Lynch & Associates's portfolio in Q2 2026, its #34 holding.
  • Lynch & Associates first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's United Parcel Service position peaked at $33.1M in Q3 2020.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.