BANK OF AMERICA CORP /DE/

Bank

CIK

70858

City

CHARLOTTE

State / Country

Stock

UPS — United Parcel Service Inc

Top Portfolio Positions

3,999 positions · $794,928,621,341 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	191,200,989	$33,345,452,479	4.19%
AAPL	Apple Inc. Technology	120,727,964	$30,639,549,981	3.85%
MSFT	Microsoft Corp Technology	70,765,459	$26,195,249,954	3.30%
SPY	Spdr S&P 500 ETF Trust	32,276,125	$20,990,455,130	2.64%
GOOGL	Alphabet Inc. Communication Services	68,768,715	$19,775,131,680	2.49%
JPM	Jpmorgan Chase & Co Financial Services	65,660,460	$19,314,680,910	2.43%
AVGO	Broadcom Inc. Technology	58,737,097	$18,179,718,888	2.29%
AMZN	Amazon Com Inc Consumer Cyclical	84,181,341	$17,532,447,886	2.21%
META	Meta Platforms, Inc. Communication Services	21,038,035	$12,036,490,960	1.51%
XOM	Exxon Mobil Corp Energy	68,483,813	$11,618,963,709	1.46%

Portfolio Trend

25 quarters · across all stocks

Holdings in UPS

Compact Export CSV

Shares Held

Position Value (USD)

50 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2020-03-31	$11,584,080	124,000	-5.5%	Call	Defined	2020-05-15
2020-03-31	$12,256,704	131,200	-99.3%	Put	Defined	2020-05-15
2020-03-31	$1,762,717,220	18,868,735	+628857.8%	Shares	Defined	2020-05-15
2020-06-30	$333,540	3,000	-100.0%	Put	Defined	2020-08-14
2020-06-30	$2,171,055,884	19,527,396	+3.7%	Shares	Defined	2020-08-14
2020-09-30	$3,139,096,243	18,838,722	+4709580.5%	Shares	Defined	2020-11-13
2020-09-30	$66,652	400	-97.3%	Put	Defined	2020-11-13
2020-09-30	$2,499,450	15,000	-99.9%	Call	Defined	2020-11-13
2020-12-31	$2,856,977,567	16,965,425	+1542211.4%	Shares	Defined	2021-02-10
2020-12-31	$185,240	1,100	-100.0%	Put	Defined	2021-02-10
2021-03-31	$2,935,869,068	17,270,834	+4317608.5%	Shares	Defined	2021-05-14
2021-03-31	$67,996	400	-100.0%	Put	Defined	2021-05-14
2021-06-30	$3,387,672,824	16,289,238	+10861.8%	Shares	Defined	2021-08-16
2021-06-30	$30,904,342	148,600	-69.8%	Call	Defined	2021-08-16
2021-06-30	$102,383,631	492,300	+194.6%	Put	Defined	2021-08-16
2021-09-30	$30,428,910	167,100	-99.0%	Call	Defined	2021-11-15
2021-09-30	$3,013,736,057	16,549,896	+285243.0%	Shares	Defined	2021-11-15
2021-09-30	$1,056,180	5,800	-92.1%	Put	Defined	2021-11-15
2021-12-31	$15,796,858	73,700	+254.3%	Call	Defined	2022-02-08
2021-12-31	$4,458,272	20,800	-99.9%	Put	Defined	2022-02-08
2021-12-31	$3,579,371,469	16,699,503	+99301.8%	Shares	Defined	2022-02-08
2022-03-31	$3,602,928	16,800	-99.9%	Put	Defined	2022-05-16
2022-03-31	$3,695,822,632	17,233,156	+5998.1%	Shares	Defined	2022-05-16
2022-03-31	$60,606,396	282,600	+517.0%	Call	Defined	2022-05-16
2022-06-30	$8,360,332	45,800	-74.1%	Call	Defined	2022-08-12
2022-06-30	$32,273,072	176,800	-98.9%	Put	Defined	2022-08-12
2022-06-30	$3,073,546,087	16,837,658	+5766.8%	Shares	Defined	2022-08-12
2022-09-30	$46,361,980	287,000	-98.3%	Put	Defined	2022-11-14
2022-09-30	$2,688,357,076	16,642,052	+8045.9%	Shares	Defined	2022-11-14
2022-09-30	$33,002,622	204,300	+292.9%	Call	Defined	2022-11-14
2022-12-31	$9,039,680	52,000	-99.7%	Call	Defined	2023-02-10
2022-12-31	$2,846,574,541	16,374,681	+5394.9%	Shares	Defined	2023-02-10
2022-12-31	$51,804,320	298,000	-98.3%	Put	Defined	2023-02-10
2023-03-31	$3,341,578,427	17,225,519	+88691.3%	Shares	Defined	2023-05-12
2023-03-31	$3,763,406	19,400	-91.6%	Call	Defined	2023-05-12
2023-03-31	$44,928,084	231,600	-98.3%	Put	Defined	2023-05-12
2023-06-30	$2,481,202,696	13,842,135	+3707.0%	Shares	Defined	2023-08-14
2023-06-30	$65,175,300	363,600	+1583.3%	Put	Defined	2023-08-14
2023-06-30	$3,871,800	21,600	-58.9%	Call	Defined	2023-08-14
2023-09-30	$8,198,762	52,600	-87.3%	Call	Defined	2023-11-14
2023-09-30	$64,732,811	415,300	-96.9%	Put	Defined	2023-11-14
2023-09-30	$2,120,755,838	13,605,927	+25717.7%	Shares	Defined	2023-11-14
2023-12-31	$8,286,021	52,700	-80.0%	Call	Defined	2024-02-14
2023-12-31	$41,508,720	264,000	-97.9%	Put	Defined	2024-02-14
2023-12-31	$2,018,482,574	12,837,770	+18213.5%	Shares	Defined	2024-02-14
2024-03-31	$10,418,963	70,100	-99.5%	Call	Defined	2024-05-15
2024-03-31	$2,046,592,884	13,769,716	+2964.0%	Shares	Defined	2024-05-15
2024-03-31	$66,794,322	449,400	+202.2%	Put	Defined	2024-05-15
2024-06-30	$20,349,595	148,700	-98.8%	Call	Defined	2024-08-14
2024-06-30	$1,726,126,955	12,613,277	—	Shares	Defined	2024-08-14
No 13F history on record for this holder in this stock.