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Wimmer Associates 1’s United Parcel Service UPS Stock Holding History

Wimmer Associates 1’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 		$318K Hold
3,237
– – 0.16% 91
2025
Q4 		$321K Hold
3,237
– – 0.15% 92
2025
Q3 		$270K Sell
3,237
-1,644
-34% -$149K 0.13% 94
2025
Q2 		$493K Hold
4,881
– – 0.25% 75
2025
Q1 		$487K Sell
4,881
-2,665
-35% -$319K 0.26% 75
2024
Q4 		$952K Buy
7,546
+60
+0.8% +$7.9K 0.47% 53
2024
Q3 		$1.02M Sell
7,486
-3,473
-32% -$456K 0.5% 48
2024
Q2 		$1.5M Sell
10,959
-190
-2% -$27.2K 0.77% 34
2024
Q1 		$1.66M Buy
11,149
+112
+1% +$17K 0.87% 32
2023
Q4 		$1.74M Sell
11,037
-522
-5% -$78.9K 0.98% 30
2023
Q3 		$1.8M Sell
11,559
-106
-0.9% -$18.3K 1.12% 28
2023
Q2 		$2.09M Hold
11,665
– – 1.26% 25
2023
Q1 		$1.97M Sell
11,665
-616
-5% -$113K 1.26% 26
2022
Q4 		$2.13M Buy
12,281
+75
+0.6% +$13K 1.41% 24
2022
Q3 		$2.05M Sell
12,206
-1,393
-10% -$264K 1.36% 26
2022
Q2 		$2.48M Buy
13,599
+449
+3% +$81.9K 1.62% 19
2022
Q1 		$2.82M Sell
13,150
-15
-0.1% -$3.19K 1.57% 19
2021
Q4 		$2.82M Sell
13,165
-66
-0.5% -$13.4K 1.51% 19
2021
Q3 		$2.41M Buy
13,231
+620
+5% +$122K 1.43% 21
2021
Q2 		$2.62M Sell
12,611
-1,075
-8% -$215K 1.54% 19
2021
Q1 		$2.33M Buy
13,686
+1,090
+9% +$176K 1.27% 23
2020
Q4 		$2.12M Sell
12,596
-791
-6% -$134K 1.26% 21
2020
Q3 		$2.23M Buy
13,387
+1,585
+13% +$231K 1.5% 22
2020
Q2 		$1.88M Buy
11,802
+617
+6% +$61.6K 1.46% 22
2020
Q1 		$1.04M Sell
11,185
-3,022
-21% -$313K 0.97% 32
2019
Q4 		$1.66M Buy
14,207
+25
+0.2% +$2.96K 1.33% 28
2019
Q3 		$1.7M Sell
14,182
-250
-2% -$28.6K 1.48% 23
2019
Q2 		$1.49M Sell
14,432
-460
-3% -$47.8K 1.3% 26
2019
Q1 		$1.66M Sell
14,892
-75
-0.5% -$7.95K 1.48% 26
2018
Q4 		$1.46M Sell
14,967
-960
-6% -$104K 1.45% 27
2018
Q3 		$1.86M Sell
15,927
-295
-2% -$34.7K 1.55% 23
2018
Q2 		$1.72M Sell
16,222
-125
-0.8% -$14K 1.54% 23
2018
Q1 		$1.71M Buy
16,347
+240
+1% +$27.7K 1.51% 26
2017
Q4 		$1.92M Buy
16,107
+225
+1% +$26.4K 1.73% 21
2017
Q3 		$1.91M Sell
15,882
-736
-4% -$83.7K 1.76% 19
2017
Q2 		$1.84M Sell
16,618
-450
-3% -$48.1K 1.69% 20
2017
Q1 		$1.83M Sell
17,068
-310
-2% -$33.9K 1.71% 19
2016
Q4 		$1.99M Buy
17,378
+3,747
+27% +$422K 1.85% 18
2016
Q3 		$1.49M Sell
13,631
-200
-1% -$21.8K 1.34% 26
2016
Q2 		$1.49M Buy
13,831
+676
+5% +$70.4K 1.33% 27
2016
Q1 		$1.39M Buy
13,155
+1,165
+10% +$113K 1.27% 27
2015
Q4 		$1.15M Buy
+11,990
New +$1.22M 1.21% 32

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

Wimmer Associates 1's UPS Position: Q1 2026 in Review

Wimmer Associates 1 held its United Parcel Service (UPS) position steady in Q1 2026 at 3,237 shares worth $318K. The position accounts for 0.16% of the portfolio, ranked #91.

Wimmer Associates 1 first reported a position in UPS in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.82M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Wimmer Associates 1 held 3,237 shares of United Parcel Service worth $318K as of Q1 2026.
  • Wimmer Associates 1 left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.16% of Wimmer Associates 1's portfolio in Q1 2026, its #91 holding.
  • Wimmer Associates 1 first reported a position in United Parcel Service in Q4 2015 and has held it in 42 quarters since.
  • Wimmer Associates 1's United Parcel Service position peaked at $2.82M in Q4 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.