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

MTM 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 		$79.8K Sell
811
-668
-45% -$71.6K 0.03% 281
2025
Q4 		$147K Hold
1,479
– – 0.05% 224
2025
Q3 		$124K Sell
1,479
-50
-3% -$4.53K 0.04% 245
2025
Q2 		$154K Buy
+1,529
New +$150K 0.05% 209
2025
Q1 		– Sell
-1,631
Closed -$206K – 284
2024
Q4 		$206K Sell
1,631
-361
-18% -$47.5K 0.08% 190
2024
Q3 		$261K Sell
1,992
-309
-13% -$40.6K 0.1% 165
2024
Q2 		$315K Sell
2,301
-22
-0.9% -$3.15K 0.13% 145
2024
Q1 		$345K Sell
2,323
-1,491
-39% -$227K 0.14% 139
2023
Q4 		$600K Sell
3,814
-748
-16% -$113K 0.27% 92
2023
Q3 		$711K Sell
4,562
-60
-1% -$10.4K 0.36% 75
2023
Q2 		$829K Buy
4,622
+2
+0% +$355 0.4% 66
2023
Q1 		$896K Buy
4,620
+2
+0% +$367 0.46% 64
2022
Q4 		$803K Sell
4,618
-20
-0.4% -$3.46K 0.42% 70
2022
Q3 		$749K Sell
4,638
-51
-1% -$9.66K 0.43% 71
2022
Q2 		$867K Sell
4,689
-698
-13% -$127K 0.47% 64
2022
Q1 		$1.16M Buy
5,387
+28
+0.5% +$5.95K 0.56% 54
2021
Q4 		$1.15M Sell
5,359
-144
-3% -$29.3K 0.55% 55
2021
Q3 		$1M Buy
5,503
+128
+2% +$25.3K 0.54% 57
2021
Q2 		$1.12M Buy
5,375
+1
+0% +$200 0.59% 54
2021
Q1 		$913K Buy
5,374
+3,064
+133% +$496K 0.51% 65
2020
Q4 		$389K Buy
+2,310
New +$390K 0.24% 98

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

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

MTM Investment Management reduced its United Parcel Service (UPS) stake by 45% in Q1 2026, selling an estimated $71.6K and leaving 811 shares worth $79.8K. The position accounts for 0.03% of the portfolio, ranked #281.

MTM Investment Management first reported a position in UPS in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.16M in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • MTM Investment Management held 811 shares of United Parcel Service worth $79.8K as of Q1 2026.
  • MTM Investment Management sold 668 United Parcel Service shares in Q1 2026, an estimated $71.6K.
  • United Parcel Service made up 0.03% of MTM Investment Management's portfolio in Q1 2026, its #281 holding.
  • MTM Investment Management first reported a position in United Parcel Service in Q4 2020 and has held it in 21 quarters since.
  • MTM Investment Management's United Parcel Service position peaked at $1.16M in Q1 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.