NCM
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NCM Capital Management’s United Parcel Service UPS Stock Holding History

NCM Capital 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 		$339K Buy
3,449
+7
+0.2% +$751 0.12% 141
2025
Q4 		$341K Sell
3,442
-691
-17% -$64.6K 0.13% 141
2025
Q3 		$345K Sell
4,133
-41
-1% -$3.71K 0.13% 137
2025
Q2 		$421K Buy
4,174
+8
+0.2% +$787 0.17% 123
2025
Q1 		$458K Sell
4,166
-244
-6% -$29.2K 0.21% 112
2024
Q4 		$556K Buy
4,410
+6
+0.1% +$790 0.25% 97
2024
Q3 		$600K Buy
4,404
+931
+27% +$122K 0.29% 87
2024
Q2 		$475K Buy
3,473
+155
+5% +$22.2K 0.25% 93
2024
Q1 		$493K Buy
3,318
+793
+31% +$121K 0.28% 87
2023
Q4 		$397K Sell
2,525
-102
-4% -$15.4K 0.24% 100
2023
Q3 		$409K Buy
2,627
+242
+10% +$41.8K 0.29% 90
2023
Q2 		$427K Buy
2,385
+16
+0.7% +$2.84K 0.3% 91
2023
Q1 		$460K Sell
2,369
-8
-0.3% -$1.47K 0.34% 87
2022
Q4 		$413K Buy
2,377
+4
+0.2% +$692 0.27% 107
2022
Q3 		$383K Sell
2,373
-147
-6% -$27.8K 0.29% 111
2022
Q2 		$460K Buy
2,520
+203
+9% +$37K 0.32% 103
2022
Q1 		$497K Buy
2,317
+25
+1% +$5.31K 0.31% 108
2021
Q4 		$491K Buy
+2,292
New +$466K 0.44% 74

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

NCM Capital Management's UPS Position: Q1 2026 in Review

NCM Capital Management increased its United Parcel Service (UPS) stake by 0.2% in Q1 2026, buying an estimated $751 and bringing the position to 3,449 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #141.

NCM Capital Management first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $600K in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • NCM Capital Management held 3,449 shares of United Parcel Service worth $339K as of Q1 2026.
  • NCM Capital Management bought 7 United Parcel Service shares in Q1 2026, an estimated $751.
  • United Parcel Service made up 0.12% of NCM Capital Management's portfolio in Q1 2026, its #141 holding.
  • NCM Capital Management first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • NCM Capital Management's United Parcel Service position peaked at $600K in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on NCM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.