Plimoth Trust’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 | $850K | Sell |
8,642
-682
| -7% | -$73.1K | 0.19% | 97 |
|
|
2025
Q4 | $925K | Sell |
9,324
-1,181
| -11% | -$110K | 0.21% | 88 |
|
|
2025
Q3 | $877K | Sell |
10,505
-818
| -7% | -$74.1K | 0.2% | 93 |
|
|
2025
Q2 | $1.14M | Sell |
11,323
-1,654
| -13% | -$163K | 0.27% | 84 |
|
|
2025
Q1 | $1.43M | Sell |
12,977
-2,865
| -18% | -$343K | 0.37% | 72 |
|
|
2024
Q4 | $2M | Sell |
15,842
-367
| -2% | -$48.3K | 0.51% | 60 |
|
|
2024
Q3 | $2.21M | Sell |
16,209
-1,102
| -6% | -$145K | 0.56% | 58 |
|
|
2024
Q2 | $2.37M | Buy |
17,311
+43
| +0.2% | +$6.16K | 0.63% | 50 |
|
|
2024
Q1 | $2.57M | Sell |
17,268
-20
| -0.1% | -$3.04K | 0.68% | 49 |
|
|
2023
Q4 | $2.72M | Sell |
17,288
-847
| -5% | -$128K | 0.78% | 45 |
|
|
2023
Q3 | $2.83M | Sell |
18,135
-255
| -1% | -$44K | 0.89% | 38 |
|
|
2023
Q2 | $3.3M | Sell |
18,390
-198
| -1% | -$35.2K | 0.99% | 29 |
|
|
2023
Q1 | $3.61M | Sell |
18,588
-793
| -4% | -$145K | 1.12% | 26 |
|
|
2022
Q4 | $3.37M | Sell |
19,381
-409
| -2% | -$70.8K | 1.09% | 26 |
|
|
2022
Q3 | $3.2M | Sell |
19,790
-80
| -0.4% | -$15.1K | 1.11% | 25 |
|
|
2022
Q2 | $3.63M | Sell |
19,870
-833
| -4% | -$152K | 1.14% | 24 |
|
|
2022
Q1 | $4.44M | Sell |
20,703
-3,785
| -15% | -$804K | 1.18% | 23 |
|
|
2021
Q4 | $5.25M | Sell |
24,488
-637
| -3% | -$130K | 1.33% | 18 |
|
|
2021
Q3 | $4.58M | Sell |
25,125
-1,297
| -5% | -$256K | 1.29% | 18 |
|
|
2021
Q2 | $5.5M | Buy |
26,422
+1,266
| +5% | +$253K | 1.54% | 12 |
|
|
2021
Q1 | $4.28M | Sell |
25,156
-364
| -1% | -$58.9K | 1.26% | 18 |
|
|
2020
Q4 | $4.3M | Sell |
25,520
-495
| -2% | -$83.5K | 1.34% | 15 |
|
|
2020
Q3 | $4.33M | Sell |
26,015
-982
| -4% | -$143K | 1.45% | 15 |
|
|
2020
Q2 | $3M | Sell |
26,997
-3,889
| -13% | -$388K | 1.07% | 27 |
|
|
2020
Q1 | $2.88M | Sell |
30,886
-1,443
| -4% | -$150K | 1.21% | 19 |
|
|
2019
Q4 | $3.79M | Sell |
32,329
-185
| -0.6% | -$21.9K | 1.22% | 16 |
|
|
2019
Q3 | $3.9M | Sell |
32,514
-2,690
| -8% | -$308K | 1.28% | 15 |
|
|
2019
Q2 | $3.64M | Buy |
35,204
+39
| +0.1% | +$4.06K | 1.2% | 19 |
|
|
2019
Q1 | $3.93M | Buy |
35,165
+2,885
| +9% | +$306K | 1.31% | 19 |
|
|
2018
Q4 | $3.15M | Buy |
32,280
+622
| +2% | +$67.4K | 1.16% | 22 |
|
|
2018
Q3 | $3.7M | Buy |
31,658
+866
| +3% | +$102K | 1.2% | 21 |
|
|
2018
Q2 | $3.27M | Buy |
30,792
+5,852
| +23% | +$657K | 1.12% | 22 |
|
|
2018
Q1 | $2.61M | Buy |
24,940
+2,632
| +12% | +$304K | 0.9% | 31 |
|
|
2017
Q4 | $2.66M | Buy |
+22,308
| New | +$2.62M | 0.95% | 30 |
|
Other funds holding UPS
VCM
VPM
Plimoth Trust's UPS Position: Q1 2026 in Review
Plimoth Trust reduced its United Parcel Service (UPS) stake by 7.3% in Q1 2026, selling an estimated $73.1K and leaving 8,642 shares worth $850K. The position accounts for 0.19% of the portfolio, ranked #97.
Plimoth Trust first reported a position in UPS in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.5M in Q2 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Plimoth Trust held 8,642 shares of United Parcel Service worth $850K as of Q1 2026.
- Plimoth Trust sold 682 United Parcel Service shares in Q1 2026, an estimated $73.1K.
- United Parcel Service made up 0.19% of Plimoth Trust's portfolio in Q1 2026, its #97 holding.
- Plimoth Trust first reported a position in United Parcel Service in Q4 2017 and has held it in 34 quarters since.
- Plimoth Trust's United Parcel Service position peaked at $5.5M in Q2 2021.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.