Position in UPS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$30,734,797
+$1,239,957 QoQ
Shares Held
312,409
+5.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026CWM, LLC holds $106,460,153 across 14 Integrated Freight & Logistics names. UPS ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
119,230 | $42,467,345 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
312,409 | $30,734,797 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
118,439 | $25,097,224 | |
| 4 | LSTR |
Landstar System Inc
|
21,820 | $3,497,964 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
12,728 | $2,113,738 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
10,422 | $1,492,743 | |
| 7 | HUBG |
Hub Group, Inc.
|
8,813 | $317,620 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
23,574 | $260,492 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,734,797 | 312,409 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,494,840 | 297,357 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,626,479 | 199,048 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $17,991,848 | 178,243 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,660,890 | 96,926 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,779,937 | 77,557 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,661,978 | 85,536 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $11,517,022 | 84,158 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $11,808,802 | 79,451 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $17,518,409 | 111,419 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,112,907 | 71,296 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,403,490 | 58,039 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,845,574 | 50,753 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $7,989,512 | 45,959 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,821,296 | 17,465 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,962,989 | 16,232 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,775,541 | 12,942 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,989,503 | 9,282 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,435,200 | 6,901 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,173,100 | 6,901 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,162,128 | 6,901 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,149,913 | 6,901 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $767,253 | 6,901 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $644,691 | 6,901 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||