Welch & Forbes LLC

Position in UPS — United Parcel Service Inc

CIK 105495 Boston, MA

Position in UPS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,203,465

+$145,192 QoQ

Shares Held

39,102

-5.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#513

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Industrials · as of Jun 30, 2026

Welch & Forbes LLC holds $20,885,286 across 3 Integrated Freight & Logistics names. UPS ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXPD	Expeditors International Of Washington Inc	99,915	$16,284,146
2	UPS	United Parcel Service Inc This page	39,102	$4,203,465
3	FDX	Fedex Corp	1,270	$397,675

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,203,465	39,102	-5.2%	Shares	Sole	2026-07-30
2026-03-31	$4,058,273	41,251	-1.4%	Shares	Sole	2026-05-01
2025-12-31	$4,151,101	41,850	-3.8%	Shares	Sole	2026-02-10
2025-09-30	$3,635,225	43,520	-14.2%	Shares	Sole	2025-11-04
2025-06-30	$5,122,906	50,752	-5.0%	Shares	Sole	2025-08-05
2025-03-31	$5,874,675	53,411	-4.4%	Shares	Sole	2025-05-02
2024-12-31	$7,042,558	55,849	-8.6%	Shares	Sole	2025-02-07
2024-09-30	$8,329,828	61,096	-3.4%	Shares	Sole	2024-11-04
2024-06-30	$8,658,362	63,269	-6.9%	Shares	Sole	2024-08-02
2024-03-31	$10,097,773	67,939	-2.6%	Shares	Sole	2024-05-03
2023-12-31	$10,970,408	69,773	-1.0%	Shares	Sole	2024-02-06
2023-09-30	$10,988,211	70,496	-1.0%	Shares	Sole	2023-11-03
2023-06-30	$12,763,854	71,207	-1.6%	Shares	Sole	2023-07-28
2023-03-31	$14,040,996	72,380	-1.9%	Shares	Sole	2023-04-14
2022-12-31	$12,829,218	73,799	+2.1%	Shares	Sole	2023-02-02
2022-09-30	$11,678,857	72,297	+0.9%	Shares	Sole	2022-10-31
2022-06-30	$13,075,522	71,631	+4.3%	Shares	Sole	2022-07-22
2022-03-31	$14,723,536	68,654	+4.4%	Shares	Sole	2022-04-25
2021-12-31	$14,100,785	65,787	-1.3%	Shares	Sole	2022-01-19
2021-09-30	$12,135,690	66,643	-0.8%	Shares	Sole	2021-10-13
2021-06-30	$13,974,752	67,196	-0.1%	Shares	Sole	2021-07-22
2021-03-31	$11,429,787	67,238	-2.7%	Shares	Sole	2021-04-14
2020-12-31	$11,635,092	69,092	-0.3%	Shares	Sole	2021-01-20
2020-09-30	$11,543,626	69,277	-1.5%	Shares	Sole	2020-10-23
2020-06-30	$7,823,069	70,364	-3.3%	Shares	Sole	2020-07-15
2020-03-31	$6,796,585	72,753	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.