United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership312,409 shares
Latest Disclosed Value $ 30,734,785
Cwm, Llc reports 5.06% increase in ownership of UPS / United Parcel Service, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 312,409 shares of United Parcel Service, Inc. (US:UPS) valued at $30,734,797 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 297,357 shares of United Parcel Service, Inc.. This represents a change in shares of 5.06% during the quarter. The current value of the position is $33,949,486 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 312,409 15,052 5.06 30,735 105,879.31 0.0808
2026-01-26 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 297,357 98,309 49.39 29 81.25 0.0799
2025-10-15 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 199,048 20,805 11.67 17 -5.88 0.0500
2025-07-25 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 178,243 81,317 83.90 18 70.00 0.0634
2025-05-01 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 96,926 19,369 24.97 11 11.11 0.0425
2025-02-04 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 77,557 -7,979 -9.33 10 -18.18 0.0406
2024-10-08 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 85,536 1,378 1.64 12 0.00 0.0502
2024-07-10 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 84,158 4,707 5.92 12 0.00 0.0543
2024-04-05 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 79,451 -31,968 -28.69 12 -35.29 0.0574
2024-02-01 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 111,419 40,123 56.28 18 54.55 0.0942
2023-10-11 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 71,296 13,257 22.84 11 10.00 0.0681
2023-08-03 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 58,039 7,286 14.36 10 11.11 0.0643
2023-05-01 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 50,753 4,794 10.43 10 28.57 0.0665
2023-02-01 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 45,959 28,494 163.15 8 -99.75 0.0588
2022-10-27 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 17,465 1,233 7.60 2,821 -4.79 0.0224
2022-07-28 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 16,232 3,290 25.42 2,963 6.74 0.0230
2022-04-21 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 12,942 3,660 39.43 2,776 39.57 0.0197
2022-01-31 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 9,282 2,381 34.50 1,989 38.61 0.0140
2021-09-15 2021-06-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 0 0.00 1,435 0.00 0.0114
2021-07-29 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 6,901 0 1,435 0.0114
2021-09-15 2021-03-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 0 0.00 1,435 0.00 0.0114
2021-04-27 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 6,632 -269 1,127 0.0099
2021-09-15 2020-12-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 0 0.00 1,435 0.00 0.0114
2021-01-27 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 58,288 51,387 9,816 0.0920
2021-09-15 2020-09-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 0 0.00 1,435 0.00 0.0114
2020-10-19 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 33,948 27,047 5,657 0.0629
2021-09-15 2020-06-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 0 0.00 1,435 0.00 0.0114
2020-07-22 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 82,640 75,739 9,188 0.1090
2021-09-15 2020-03-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 0 0.00 1,435 0.00 0.0114
2020-04-28 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 119,371 112,470 11,152 0.1660
2021-09-14 2019-12-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 0 0.00 1,435 0.00 0.0114
2020-01-27 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 167,939 161,038 19,659 0.2512
2021-09-14 2019-09-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 0 0.00 1,435 0.00 0.0114
2019-10-22 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 189,347 182,446 22,688 0.3303
2021-09-14 2019-06-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 0 0.00 1,435 0.00 0.0114
2019-07-31 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 219,000 212,099 22,616 0.3741
2021-09-02 2019-03-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 6,901 -227,949 -97.06 1,435 -93.73 0.0114
2019-04-22 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 235,712 862 26,338 0.5283
2019-01-25 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 234,850 -5,426 -2.26 22,905 -18.35 0.5720
2018-10-29 2018-09-30 13F UNITED PARCEL SERVICE CL B 911312106 240,276 -45,663 -15.97 28,052 -7.65 0.7161
2018-07-31 2018-06-30 13F UNITED PARCEL SERVICE CL B 911312106 285,939 -19,314 -6.33 30,375 -4.92 0.9994
2018-04-26 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 305,253 41,471 15.72 31,948 1.65 1.2695
2018-01-16 2017-12-31 13F UNITED PARCEL SERVICE CL B 911312106 263,782 -17,440 -6.20 31,430 -6.93 1.3956
2017-10-16 2017-09-30 13F UNITED PARCEL SERVICE CL B 911312106 281,222 -12,796 -4.35 33,772 3.87 1.5967
2017-07-17 2017-06-30 13F UNITED PARCEL SERVICE CL B 911312106 294,018 -439 -0.15 32,515 2.91 1.6663
2017-04-17 2017-03-31 13F UNITED PARCEL SERVICE CL B 911312106 294,457 39,885 15.67 31,595 8.26 1.7864
2017-01-19 2016-12-31 13F UNITED PARCEL SERVICE CL B 911312106 254,572 30,648 13.69 29,184 19.18 1.7886
2016-10-17 2016-09-30 13F UNITED PARCEL SERVICE CL B 911312106 223,924 37,881 20.36 24,488 22.19 1.6903
2016-07-21 2016-06-30 13F UNITED PARCEL SERVICE CL B 911312106 186,043 37,321 25.09 20,041 27.76 1.4617
2016-04-18 2016-03-31 13F UNITED PARCEL SERVICE CL B 911312106 148,722 14,873 11.11 15,686 21.79 1.3774
2016-02-01 2015-12-31 13F UNITED PARCEL SERVICE CL B 911312106 133,849 15,184 12.80 12,880 9.98 1.2585
2015-10-30 2015-09-30 13F UNITED PARCEL SERVICE CL B 911312106 118,665 17,119 16.86 11,711 19.00 1.1789
2015-07-09 2015-06-30 13F UNITED PARCEL SERVICE CL B 911312106 101,546 42,254 71.26 9,841 71.21 0.9442
2015-04-30 2015-03-31 13F UNITED PARCEL SERVICE CL B 911312106 59,292 19,146 47.69 5,748 28.79 0.5820
2015-02-12 2014-12-31 13F UNITED PARCEL SERVICE CL B 911312106 40,146 29,227 267.67 4,463 315.94 0.5417
2014-11-14 2014-09-30 13F UNITED PARCEL SERVICE CL B 911312106 10,919 6,902 171.82 1,073 160.44 0.1558
2014-08-14 2014-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,017 2,239 125.93 412 120.32 0.0737
2014-02-14 2013-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,778 -239 -11.85 187 1.63 0.0292
2013-11-14 2013-09-30 13F UNITED PARCEL SERVICE CL B 911312106 2,017 2,017 184 0.0483
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.