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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5M Buy
137,223
+11,896
+9% +$1.28M 1.49% 28
2025
Q4 		$12.4M Buy
125,327
+230
+0.2% +$21.5K 1.45% 25
2025
Q3 		$10.4M Buy
125,097
+12,141
+11% +$1.1M 1.3% 31
2025
Q2 		$11.4M Buy
112,956
+13,951
+14% +$1.37M 1.55% 26
2025
Q1 		$10.9M Buy
99,005
+12,332
+14% +$1.47M 1.61% 24
2024
Q4 		$10.9M Buy
+86,673
New +$11.4M 1.71% 19

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

Stockman Wealth Management's UPS Position: Q1 2026 in Review

Stockman Wealth Management increased its United Parcel Service (UPS) stake by 9.5% in Q1 2026, buying an estimated $1.28M and bringing the position to 137,223 shares worth $13.5M. The position accounts for 1.49% of the portfolio, ranked #28.

Stockman Wealth Management first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Stockman Wealth Management held 137,223 shares of United Parcel Service worth $13.5M as of Q1 2026.
  • Stockman Wealth Management bought 11,896 United Parcel Service shares in Q1 2026, an estimated $1.28M.
  • United Parcel Service made up 1.49% of Stockman Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Stockman Wealth Management first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.