Wellington Shields & Co’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 | $621K | Sell |
6,313
-200
| -3% | -$21.4K | 0.16% | 123 |
|
|
2025
Q4 | $646K | Sell |
6,513
-2,387
| -27% | -$223K | 0.16% | 118 |
|
|
2025
Q3 | $743K | Buy |
8,900
+1,500
| +20% | +$136K | 0.19% | 106 |
|
|
2025
Q2 | $747K | Sell |
7,400
-185
| -2% | -$18.2K | 0.21% | 107 |
|
|
2025
Q1 | $834K | Buy |
7,585
+2,100
| +38% | +$251K | 0.26% | 96 |
|
|
2024
Q4 | $692K | Buy |
5,485
+1,000
| +22% | +$132K | 0.21% | 106 |
|
|
2024
Q3 | $611K | Buy |
4,485
+360
| +9% | +$47.3K | 0.19% | 111 |
|
|
2024
Q2 | $565K | Buy |
4,125
+900
| +28% | +$129K | 0.18% | 113 |
|
|
2024
Q1 | $479K | Buy |
3,225
+1,600
| +98% | +$243K | 0.16% | 120 |
|
|
2023
Q4 | $255K | Sell |
1,625
-80
| -5% | -$12.1K | 0.09% | 181 |
|
|
2023
Q3 | $266K | Hold |
1,705
| – | – | 0.07% | 173 |
|
|
2023
Q2 | $306K | Hold |
1,705
| – | – | 0.07% | 159 |
|
|
2023
Q1 | $331K | Hold |
1,705
| – | – | 0.07% | 155 |
|
|
2022
Q4 | $296K | Hold |
1,705
| – | – | 0.07% | 157 |
|
|
2022
Q3 | $275K | Hold |
1,705
| – | – | 0.12% | 155 |
|
|
2022
Q2 | $311K | Sell |
1,705
-350
| -17% | -$63.8K | 0.08% | 146 |
|
|
2022
Q1 | $441K | Buy |
2,055
+150
| +8% | +$31.9K | 0.15% | 131 |
|
|
2021
Q4 | $408K | Sell |
1,905
-200
| -10% | -$40.7K | 0.08% | 142 |
|
|
2021
Q3 | $383K | Sell |
2,105
-500
| -19% | -$98.7K | 0.13% | 136 |
|
|
2021
Q2 | $542K | Hold |
2,605
| – | – | 0.18% | 108 |
|
|
2021
Q1 | $443K | Sell |
2,605
-500
| -16% | -$80.9K | 0.16% | 120 |
|
|
2020
Q4 | $523K | Hold |
3,105
| – | – | 0.19% | 96 |
|
|
2020
Q3 | $517K | Sell |
3,105
-5,831
| -65% | -$849K | 0.22% | 90 |
|
|
2020
Q2 | $994K | Buy |
8,936
+1,566
| +21% | +$156K | 0.44% | 54 |
|
|
2020
Q1 | $689K | Buy |
7,370
+3,500
| +90% | +$363K | 0.38% | 70 |
|
|
2019
Q4 | $453K | Buy |
+3,870
| New | +$458K | 0.2% | 109 |
|
|
2018
Q4 | – | Sell |
-2,400
| Closed | -$280K | – | 165 |
|
|
2018
Q3 | $280K | Sell |
2,400
-1,700
| -41% | -$200K | 0.15% | 114 |
|
|
2018
Q2 | $436K | Sell |
4,100
-2,500
| -38% | -$281K | 0.23% | 90 |
|
|
2018
Q1 | $691K | Buy |
+6,600
| New | +$763K | 0.37% | 64 |
|
|
2017
Q1 | – | Sell |
-2,300
| Closed | -$264K | – | 136 |
|
|
2016
Q4 | $264K | Hold |
2,300
| – | – | 0.14% | 105 |
|
|
2016
Q3 | $252K | Hold |
2,300
| – | – | 0.13% | 91 |
|
|
2016
Q2 | $248K | Buy |
+2,300
| New | +$239K | 0.15% | 96 |
|
Other funds holding UPS
VCM
VPM
Wellington Shields & Co's UPS Position: Q1 2026 in Review
Wellington Shields & Co reduced its United Parcel Service (UPS) stake by 3.1% in Q1 2026, selling an estimated $21.4K and leaving 6,313 shares worth $621K. The position accounts for 0.16% of the portfolio, ranked #123.
Wellington Shields & Co first reported a position in UPS in Q2 2016 and has held it in 32 quarters since. The position peaked at $994K in Q2 2020. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Wellington Shields & Co held 6,313 shares of United Parcel Service worth $621K as of Q1 2026.
- Wellington Shields & Co sold 200 United Parcel Service shares in Q1 2026, an estimated $21.4K.
- United Parcel Service made up 0.16% of Wellington Shields & Co's portfolio in Q1 2026, its #123 holding.
- Wellington Shields & Co first reported a position in United Parcel Service in Q2 2016 and has held it in 32 quarters since.
- Wellington Shields & Co's United Parcel Service position peaked at $994K in Q2 2020.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.