Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$635,647
+$14,575 QoQ
Shares Held
5,913
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,197
of 2,129 holders
Holding Since
Mar 2020
26 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 & Co., LLC holds $698,273 across 2 Integrated Freight & Logistics names. UPS ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
5,913 | $635,647 | |
| 2 | FDX |
Fedex Corp
|
200 | $62,626 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,647 | 5,913 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $621,072 | 6,313 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $646,024 | 6,513 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $743,417 | 8,900 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $746,956 | 7,400 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $834,274 | 7,585 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $691,658 | 5,485 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $611,484 | 4,485 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $564,506 | 4,125 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $479,331 | 3,225 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $255,498 | 1,625 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $265,758 | 1,705 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $305,621 | 1,705 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $330,752 | 1,705 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $296,397 | 1,705 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $275,425 | 1,705 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,230 | 1,705 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $440,715 | 2,055 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $408,317 | 1,905 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $383,320 | 2,105 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $541,761 | 2,605 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $442,823 | 2,605 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $522,882 | 3,105 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $517,386 | 3,105 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $993,504 | 8,936 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $688,505 | 7,370 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||