United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionCulbertson A N & Co Inc
Latest Disclosed Ownership20,069 shares
Latest Disclosed Value $ 1,974,388
Culbertson A N & Co Inc reports 27.24% increase in ownership of UPS / United Parcel Service, Inc.

On May 12, 2026 - Culbertson A N & Co Inc filed a 13F-HR form disclosing ownership of 20,069 shares of United Parcel Service, Inc. (US:UPS) valued at $1,974,388 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 15,772 shares of United Parcel Service, Inc.. This represents a change in shares of 27.24% during the quarter. The current value of the position is $2,178,289 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 20,069 4,297 27.24 1,974 26.21 0.2561
2026-01-21 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 15,772 -1,600 -9.21 1,564 7.79 0.2146
2025-10-24 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 17,372 2,379 15.87 1,451 -4.10 0.2054
2025-08-11 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 14,993 -14,883 -49.82 1,513 -53.96 0.2324
2025-05-15 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 29,876 1,460 5.14 3,286 -8.29 0.5249
2025-01-16 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 28,416 435 1.55 3,583 -6.06 0.5700
2024-10-16 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 27,981 -815 -2.83 3,815 -3.20 0.6142
2024-07-30 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 28,796 160 0.56 3,941 -7.42 0.6882
2024-04-30 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 28,636 390 1.38 4,256 -4.17 0.7347
2024-01-19 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 28,246 -40 -0.14 4,441 0.75 0.8260
2023-10-18 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 28,286 43 0.15 4,409 -12.92 0.8848
2023-07-18 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 28,243 802 2.92 5,063 -4.90 0.9783
2023-05-08 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 27,441 412 1.52 5,323 13.30 1.0873
2023-01-23 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 27,029 513 1.93 4,699 9.69 0.9897
2022-10-13 2022-09-30 13F United Parcel Service CL B 911312106 26,516 -1,002 -3.64 4,283 -14.73 0.9939
2022-07-21 2022-06-30 13F United Parcel Service CL B 911312106 27,518 230 0.84 5,023 -14.17 1.0893
2022-04-19 2022-03-31 13F United Parcel Service CL B 911312106 27,288 625 2.34 5,852 2.42 1.1016
2022-01-14 2021-12-31 13F United Parcel Service CL B 911312106 26,663 -450 -1.66 5,714 15.74 1.0762
2021-10-22 2021-09-30 13F United Parcel Service CL B 911312106 27,113 1,440 5.61 4,937 -7.53 1.0103
2021-07-26 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 25,673 15 0.06 5,339 22.40 1.1121
2021-04-22 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 25,658 -57 -0.22 4,362 0.74 0.9603
2021-01-27 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 25,715 120 0.47 4,330 1.52 1.0292
2020-10-30 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 25,595 -210 -0.81 4,265 48.66 1.1262
2020-07-24 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 25,805 280 1.10 2,869 20.29 0.7880
2020-04-27 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 25,525 -1,448 -5.37 2,385 -24.45 0.7716
2020-01-27 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 26,973 303 1.14 3,157 -1.22 0.8134
2019-10-28 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 26,670 182 0.69 3,196 16.86 0.8723
2019-07-24 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 26,488 -209 -0.78 2,735 -8.31 0.7603
2019-04-17 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 26,697 -99 -0.37 2,983 14.16 0.8597
2019-01-25 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 26,796 -654 -2.38 2,613 -18.47 0.8323
2018-10-22 2018-09-30 13F UNITED PARCEL SERVICE CL B 911312106 27,450 1,965 7.71 3,205 18.40 0.8732
2018-07-18 2018-06-30 13F UNITED PARCEL SERVICE CL B 911312106 25,485 7,604 42.53 2,707 44.68 0.8051
2018-04-18 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 17,881 -83 -0.46 1,871 -12.57 0.5596
2018-01-22 2017-12-31 13F UNITED PARCEL SERVICE CL B 911312106 17,964 1,749 10.79 2,140 9.91 0.6035
2017-10-18 2017-09-30 13F UNITED PARCEL SERVICE CL B 911312106 16,215 605 3.88 1,947 12.80 0.5942
2017-07-18 2017-06-30 13F UNITED PARCEL SERVICE CL B 911312106 15,610 531 3.52 1,726 6.67 0.5473
2017-04-21 2017-03-31 13F UNITED PARCEL SERVICE CL B 911312106 15,079 -145 -0.95 1,618 -7.28 0.5268
2017-01-23 2016-12-31 13F UNITED PARCEL SERVICE CL B 911312106 15,224 -117 -0.76 1,745 3.99 0.5938
2016-10-12 2016-09-30 13F UNITED PARCEL SERVICE CL B 911312106 15,341 390 2.61 1,678 4.16 0.5967
2016-07-13 2016-06-30 13F UNITED PARCEL SERVICE CL B 911312106 14,951 0 0.00 1,611 2.16 0.5958
2016-04-14 2016-03-31 13F UNITED PARCEL SERVICE CL B 911312106 14,951 -18 -0.12 1,577 9.51 0.6122
2016-01-19 2015-12-31 13F United Parcel Service Class B 911312106 14,969 -960 -6.03 1,440 -8.40 0.5694
2015-10-16 2015-09-30 13F United Parcel Service Class B 911312106 15,929 -118 -0.74 1,572 1.09 0.6633
2015-07-16 2015-06-30 13F United Parcel Service Class B 911312106 16,047 -1,117 -6.51 1,555 -6.55 0.6064
2015-04-21 2015-03-31 13F United Parcel Service Class B 911312106 17,164 17,164 0.00 1,664 0.6625
2015-01-26 2014-12-31 13F United Parcel Service Class B 911312106 0 -20,738 -100.00 0 -100.00
2014-10-16 2014-09-30 13F United Parcel Service Class B 911312106 20,738 -825 -3.83 2,038 -7.95 0.8774
2014-07-22 2014-06-30 13F United Parcel Service Class B 911312106 21,563 -600 -2.71 2,214 2.59 0.9628
2014-04-16 2014-03-31 13F United Parcel Service Class B 911312106 22,163 -412 -1.83 2,158 -9.02 1.0052
2014-01-21 2013-12-31 13F United Parcel Service Class B 911312106 22,575 -50 -0.22 2,372 14.76 1.1545
2013-10-16 2013-09-30 13F United Parcel Service Class B 911312106 22,625 -125 -0.55 2,067 5.08 1.1074
2013-07-19 2013-06-30 13F United Parcel Service Class B 911312106 22,750 22,750 1,967 1.1071
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.