SWM
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Stockman Wealth Management’s United Parcel Service UPS Stock Holding History

Stockman Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.4M Buy
112,956
+13,951
+14% +$1.41M 1.55% 26
2025
Q1 		$10.9M Buy
99,005
+12,332
+14% +$1.36M 1.61% 24
2024
Q4 		$10.9M Buy
+86,673
New +$10.9M 1.71% 19