Wellington Shields Capital Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1506071
NEW YORK, NY
Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$827,750
+$674,081 QoQ
Shares Held
7,700
+393.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,091
of 2,129 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Wellington Shields Capital Management, LLC holds $1,133,051 across 2 Integrated Freight & Logistics names. UPS ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
7,700 | $827,750 | |
| 2 | FDX |
Fedex Corp
|
975 | $305,301 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,750 | 7,700 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $153,669 | 1,562 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $154,934 | 1,562 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $130,473 | 1,562 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $157,668 | 1,562 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $171,804 | 1,562 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $196,968 | 1,562 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $212,963 | 1,562 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $213,759 | 1,562 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $232,160 | 1,562 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $245,593 | 1,562 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $277,136 | 1,778 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $318,706 | 1,778 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $344,914 | 1,778 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $309,087 | 1,778 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $287,218 | 1,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $324,556 | 1,778 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $381,309 | 1,778 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $380,882 | 1,777 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $323,591 | 1,777 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $369,562 | 1,777 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $304,622 | 1,792 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $301,772 | 1,792 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $293,602 | 1,762 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||