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Smithfield Trust’s United Parcel Service UPS Stock Holding History

Smithfield Trust’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 		$705K Buy
7,154
+5,200
+266% +$558K 0.03% 203
2025
Q4 		$195K Hold
1,954
– – 0.01% 362
2025
Q3 		$164K Buy
1,954
+661
+51% +$59.9K 0.01% 373
2025
Q2 		$131K Sell
1,293
-138
-10% -$13.6K 0.01% 405
2025
Q1 		$157K Sell
1,431
-399
-22% -$47.7K 0.01% 380
2024
Q4 		$230K Sell
1,830
-195
-10% -$25.7K 0.01% 316
2024
Q3 		$273K Buy
2,025
+21
+1% +$2.76K 0.01% 298
2024
Q2 		$271K Sell
2,004
-58
-3% -$8.3K 0.01% 278
2024
Q1 		$298K Sell
2,062
-20
-1% -$3.04K 0.02% 267
2023
Q4 		$327K Sell
2,082
-54
-3% -$8.16K 0.02% 244
2023
Q3 		$334K Buy
2,136
+218
+11% +$37.6K 0.02% 232
2023
Q2 		$344K Sell
1,918
-75
-4% -$13.3K 0.02% 240
2023
Q1 		$387K Hold
1,993
– – 0.02% 220
2022
Q4 		$343K Hold
1,993
– – 0.02% 216
2022
Q3 		$319K Hold
1,993
– – 0.02% 217
2022
Q2 		$364K Buy
1,993
+75
+4% +$13.7K 0.03% 202
2022
Q1 		$405K Buy
1,918
+26
+1% +$5.53K 0.03% 210
2021
Q4 		$399K Hold
1,892
– – 0.02% 221
2021
Q3 		$346K Hold
1,892
– – 0.02% 225
2021
Q2 		$393K Hold
1,892
– – 0.03% 208
2021
Q1 		$321K Hold
1,892
– – 0.02% 237
2020
Q4 		$318K Sell
1,892
-133
-7% -$22.4K 0.02% 230
2020
Q3 		$338K Sell
2,025
-75
-4% -$10.9K 0.03% 207
2020
Q2 		$233K Buy
2,100
+74
+4% +$7.39K 0.02% 252
2020
Q1 		$189K Sell
2,026
-100
-5% -$10.4K 0.02% 242
2019
Q4 		$249K Hold
2,126
– – 0.02% 242
2019
Q3 		$254K Hold
2,126
– – 0.03% 236
2019
Q2 		$220K Hold
2,126
– – 0.02% 253
2019
Q1 		$238K Buy
2,126
+195
+10% +$20.7K 0.03% 220
2018
Q4 		$188K Sell
1,931
-6,007
-76% -$651K 0.02% 236
2018
Q3 		$927K Sell
7,938
-200
-2% -$23.5K 0.1% 110
2018
Q2 		$865K Hold
8,138
– – 0.1% 110
2018
Q1 		$851K Sell
8,138
-4
-0% -$462 0.1% 109
2017
Q4 		$970K Sell
8,142
-446
-5% -$52.4K 0.12% 107
2017
Q3 		$1.03M Buy
8,588
+210
+3% +$23.9K 0.14% 95
2017
Q2 		$926K Buy
8,378
+170
+2% +$18.2K 0.14% 100
2017
Q1 		$881K Sell
8,208
-60
-0.7% -$6.56K 0.14% 97
2016
Q4 		$948K Sell
8,268
-70
-0.8% -$7.89K 0.16% 89
2016
Q3 		$912K Sell
8,338
-450
-5% -$49.1K 0.16% 81
2016
Q2 		$947K Sell
8,788
-379
-4% -$39.4K 0.18% 81
2016
Q1 		$967K Buy
9,167
+20
+0.2% +$1.94K 0.19% 77
2015
Q4 		$880K Sell
9,147
-104
-1% -$10.6K 0.18% 79
2015
Q3 		$912K Buy
9,251
+190
+2% +$18.8K 0.19% 77
2015
Q2 		$878K Sell
9,061
-500
-5% -$49.7K 0.17% 89
2015
Q1 		$926K Sell
9,561
-608
-6% -$62.4K 0.18% 88
2014
Q4 		$1.13M Sell
10,169
-2,582
-20% -$272K 0.23% 68
2014
Q3 		$1.25M Sell
12,751
-235
-2% -$23.4K 0.25% 67
2014
Q2 		$1.33M Sell
12,986
-1,141
-8% -$115K 0.26% 66
2014
Q1 		$1.38M Sell
14,127
-1,255
-8% -$122K 0.27% 67
2013
Q4 		$1.62M Sell
15,382
-194
-1% -$19.1K 0.33% 56
2013
Q3 		$1.42M Buy
15,576
+551
+4% +$48.4K 0.33% 59
2013
Q2 		$1.3M Buy
+15,025
New +$1.29M 0.31% 67

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

Smithfield Trust's UPS Position: Q1 2026 in Review

Smithfield Trust increased its United Parcel Service (UPS) stake by 266% in Q1 2026, buying an estimated $558K and bringing the position to 7,154 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #203.

Smithfield Trust first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.62M in Q4 2013. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Smithfield Trust held 7,154 shares of United Parcel Service worth $705K as of Q1 2026.
  • Smithfield Trust bought 5,200 United Parcel Service shares in Q1 2026, an estimated $558K.
  • United Parcel Service made up 0.03% of Smithfield Trust's portfolio in Q1 2026, its #203 holding.
  • Smithfield Trust first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Smithfield Trust's United Parcel Service position peaked at $1.62M in Q4 2013.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.