UPS — UNITED PARCEL SVC INC CL B

Ownership history in Drexel Morgan & Co.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Drexel Morgan & Co. reported a position in UNITED PARCEL SVC INC CL B (UPS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.06% (2025 Q4)
Avg. % of fund
6.07%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 712,440 +2,675 +0.4% 11.06% $70.7M $97.83
2025 Q3 ADDED 709,765 +400,000 +129.1% 9.31% $59.3M $80.97
2025 Q2 ADDED 309,765 +100,000 +47.7% 5.55% $31.3M $96.04
2025 Q1 ADDED 209,765 +100,000 +91.1% 4.84% $23.1M $102.95
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% of Fund (quarterly)    UPS price (monthly, adj. close)

Other funds also holding UPS

As of 2025 Q4 — sorted by position size

Capital CS Group, LLC 3Y 33.48% Mayar Capital Ltd. 3Y 14.41% SPIREPOINT PRIVATE CLIENT, LLC 9.73% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 8.09% Centric Wealth Management 3Y 7Y 6.11% FineMark National Bank & Trust 3Y 7Y 5.28% Maj Invest Holding A/S 3Y 7Y 5.03% Manchester Capital Management LLC 3Y 7Y 4.61% Measured Wealth Private Client Group, LLC 3Y 7Y 4.43% CFO4Life Group, LLC 3Y 7Y 4.41%
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