SJIM
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St. Johns Investment Management’s United Parcel Service UPS Stock Holding History

St. Johns 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 		$756K Buy
7,680
+727
+10% +$78K 0.32% 73
2025
Q4 		$690K Buy
6,953
+484
+7% +$45.3K 0.29% 74
2025
Q3 		$540K Buy
6,469
+1,610
+33% +$146K 0.23% 80
2025
Q2 		$490K Buy
4,859
+1,491
+44% +$147K 0.23% 81
2025
Q1 		$370K Sell
3,368
-306
-8% -$36.6K 0.18% 82
2024
Q4 		$463K Sell
3,674
-465
-11% -$61.2K 0.22% 80
2024
Q3 		$564K Sell
4,139
-201
-5% -$26.4K 0.27% 78
2024
Q2 		$594K Sell
4,340
-126
-3% -$18K 0.28% 76
2024
Q1 		$664K Buy
4,466
+1,654
+59% +$251K 0.32% 74
2023
Q4 		$442K Sell
2,812
-111
-4% -$16.8K 0.23% 76
2023
Q3 		$456K Sell
2,923
-207
-7% -$35.7K 0.26% 74
2023
Q2 		$561K Buy
3,130
+404
+15% +$71.7K 0.3% 71
2023
Q1 		$529K Buy
2,726
+115
+4% +$21.1K 0.31% 72
2022
Q4 		$454K Hold
2,611
– – 0.27% 78
2022
Q3 		$422K Buy
2,611
+140
+6% +$26.5K 0.28% 74
2022
Q2 		$451K Buy
2,471
+455
+23% +$83K 0.29% 74
2022
Q1 		$432K Buy
2,016
+1,782
+762% +$379K 0.23% 79
2021
Q4 		$50K Buy
+234
New +$47.6K 0.03% 102
2021
Q3 		– Sell
-127
Closed -$25.1K – 212
2021
Q2 		$26K Buy
127
+9
+8% +$1.8K 0.01% 106
2021
Q1 		$20K Buy
+118
New +$19.1K 0.01% 111
2016
Q2 		– Sell
-20
Closed -$2K – 175
2016
Q1 		$2K Hold
20
– – ﹤0.01% 148
2015
Q4 		$2K Hold
20
– – ﹤0.01% 150
2015
Q3 		$2K Hold
20
– – ﹤0.01% 135
2015
Q2 		$2K Hold
20
– – ﹤0.01% 134
2015
Q1 		$2K Hold
20
– – ﹤0.01% 140
2014
Q4 		$2K Hold
20
– – ﹤0.01% 140
2014
Q3 		$2K Hold
20
– – ﹤0.01% 139
2014
Q2 		$2K Hold
20
– – ﹤0.01% 161
2014
Q1 		$2K Buy
+20
New +$1.95K ﹤0.01% 147

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

St. Johns Investment Management's UPS Position: Q1 2026 in Review

St. Johns Investment Management increased its United Parcel Service (UPS) stake by 10% in Q1 2026, buying an estimated $78K and bringing the position to 7,680 shares worth $756K. The position accounts for 0.32% of the portfolio, ranked #73.

St. Johns Investment Management first reported a position in UPS in Q1 2014 and has held it in 29 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • St. Johns Investment Management held 7,680 shares of United Parcel Service worth $756K as of Q1 2026.
  • St. Johns Investment Management bought 727 United Parcel Service shares in Q1 2026, an estimated $78K.
  • United Parcel Service made up 0.32% of St. Johns Investment Management's portfolio in Q1 2026, its #73 holding.
  • St. Johns Investment Management first reported a position in United Parcel Service in Q1 2014 and has held it in 29 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on St. Johns Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.