MIM
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Marco Investment Management’s United Parcel Service UPS Stock Holding History

Marco Investment 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 		$11.2M Buy
113,583
+1,015
+0.9% +$109K 0.84% 38
2025
Q4 		$11.2M Sell
112,568
-2,690
-2% -$252K 0.84% 31
2025
Q3 		$9.63M Buy
115,258
+898
+0.8% +$81.3K 0.74% 36
2025
Q2 		$11.5M Sell
114,360
-2,093
-2% -$206K 0.96% 29
2025
Q1 		$12.8M Sell
116,453
-115
-0.1% -$13.8K 1.19% 29
2024
Q4 		$14.7M Buy
116,568
+3,936
+3% +$518K 1.27% 26
2024
Q3 		$15.4M Buy
112,632
+2,800
+3% +$368K 1.33% 25
2024
Q2 		$15M Buy
109,832
+858
+0.8% +$123K 1.39% 26
2024
Q1 		$16.2M Buy
108,974
+172
+0.2% +$26.1K 1.53% 21
2023
Q4 		$17.1M Sell
108,802
-159
-0.1% -$24K 1.75% 15
2023
Q3 		$17M Buy
108,961
+526
+0.5% +$90.8K 1.95% 13
2023
Q2 		$19.4M Buy
108,435
+100
+0.1% +$17.8K 2.1% 9
2023
Q1 		$21M Buy
108,335
+571
+0.5% +$105K 2.37% 11
2022
Q4 		$18.7M Sell
107,764
-885
-0.8% -$153K 2.19% 13
2022
Q3 		$17.6M Sell
108,649
-31
-0% -$5.87K 2.23% 12
2022
Q2 		$19.8M Buy
108,680
+12,134
+13% +$2.21M 2.31% 11
2022
Q1 		$20.7M Buy
96,546
+585
+0.6% +$124K 2.1% 10
2021
Q4 		$20.6M Buy
95,961
+2,777
+3% +$565K 2.02% 13
2021
Q3 		$17M Buy
93,184
+6,948
+8% +$1.37M 1.87% 16
2021
Q2 		$17.9M Sell
86,236
-6,341
-7% -$1.27M 2.08% 13
2021
Q1 		$15.7M Sell
92,577
-1,340
-1% -$217K 2.05% 15
2020
Q4 		$15.8M Sell
93,917
-5,236
-5% -$884K 2.27% 10
2020
Q3 		$16.5M Sell
99,153
-5,000
-5% -$728K 2.71% 8
2020
Q2 		$11.6M Buy
104,153
+700
+0.7% +$69.9K 2.12% 13
2020
Q1 		$9.66M Sell
103,453
-40,632
-28% -$4.21M 2.05% 13
2019
Q4 		$16.9M Sell
144,085
-2,125
-1% -$252K 2.62% 8
2019
Q3 		$17.5M Buy
146,210
+131
+0.1% +$15K 2.99% 6
2019
Q2 		$15.1M Buy
146,079
+33,837
+30% +$3.52M 2.69% 7
2019
Q1 		$12.5M Sell
112,242
-453
-0.4% -$48K 2.33% 11
2018
Q4 		$11M Sell
112,695
-4,014
-3% -$435K 2.18% 11
2018
Q3 		$13.6M Sell
116,709
-3,356
-3% -$395K 1.94% 15
2018
Q2 		$12.8M Sell
120,065
-6,572
-5% -$738K 1.98% 15
2018
Q1 		$13.3M Sell
126,637
-4,088
-3% -$473K 2.06% 13
2017
Q4 		$15.6M Sell
130,725
-6,104
-4% -$717K 2.38% 9
2017
Q3 		$16.4M Buy
136,829
+3,700
+3% +$421K 2.57% 5
2017
Q2 		$14.7M Sell
133,129
-450
-0.3% -$48.1K 2.43% 6
2017
Q1 		$14.3M Buy
133,579
+2,200
+2% +$240K 2.43% 6
2016
Q4 		$15.1M Buy
131,379
+17,684
+16% +$1.99M 2.63% 5
2016
Q3 		$12.4M Sell
113,695
-16,900
-13% -$1.85M 2.23% 8
2016
Q2 		$14.1M Sell
130,595
-3,800
-3% -$396K 2.62% 3
2016
Q1 		$14.2K Sell
134,395
-4,550
-3% -$442K 2.05% 4
2015
Q4 		$13.4M Buy
138,945
+3,350
+2% +$342K 2.48% 5
2015
Q3 		$13.4M Sell
135,595
-7,320
-5% -$723K 2.65% 4
2015
Q2 		$13.8M Sell
142,915
-2,205
-2% -$219K 2.31% 4
2015
Q1 		$14.1M Sell
145,120
-99
-0.1% -$10.2K 2.44% 4
2014
Q4 		$16.1M Sell
145,219
-3,674
-2% -$388K 2.03% 4
2014
Q3 		$14.6M Buy
148,893
+102
+0.1% +$10.1K 2.02% 4
2014
Q2 		$15.7M Buy
148,791
+1,172
+0.8% +$118K 3% 2
2014
Q1 		$14.4M Buy
147,619
+5,325
+4% +$519K 3% 2
2013
Q4 		$15K Sell
142,294
-3,695
-3% -$364K 0.79% 5
2013
Q3 		$13.3M Sell
145,989
-4,345
-3% -$382K 3.06% 3
2013
Q2 		$13M Buy
+150,334
New +$12.9M 3.76% 3

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

Marco Investment Management's UPS Position: Q1 2026 in Review

Marco Investment Management increased its United Parcel Service (UPS) stake by 0.9% in Q1 2026, buying an estimated $109K and bringing the position to 113,583 shares worth $11.2M. The position accounts for 0.84% of the portfolio, ranked #38.

Marco Investment Management first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $21M in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Marco Investment Management held 113,583 shares of United Parcel Service worth $11.2M as of Q1 2026.
  • Marco Investment Management bought 1,015 United Parcel Service shares in Q1 2026, an estimated $109K.
  • United Parcel Service made up 0.84% of Marco Investment Management's portfolio in Q1 2026, its #38 holding.
  • Marco Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Marco Investment Management's United Parcel Service position peaked at $21M in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.