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Livermore
Livermore
ZHEN

Wellington Shields & Co., LLC

SEC CIK
0001506073
Latest filing
Aug 10, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Wellington Shields & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q2 2026)
5,913
Value
$635.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Wellington Shields & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,913$635.6K0.1%−400−6.3%ReducedHolders
Q1 20266,313$621.1K0.2%−200−3.1%ReducedHolders
Q4 20256,513$646.0K0.2%−2,387−26.8%ReducedHolders
Q3 20258,900$743.4K0.2%+1,500+20.3%AddedHolders
Q2 20257,400$747.0K0.2%−185−2.4%ReducedHolders
Q1 20257,585$834.3K0.3%+2,100+38.3%AddedHolders
Q4 20245,485$691.7K0.2%+1,000+22.3%AddedHolders
Q3 20244,485$611.5K0.2%+360+8.7%AddedHolders
Q2 20244,125$564.5K0.2%+900+27.9%AddedHolders
Q1 20243,225$479.3K0.2%+1,600+98.5%AddedHolders
Q4 20231,625$255.5K0.1%−80−4.7%ReducedHolders
Q3 20231,705$265.8K0.1%00.0%UnchangedHolders
Q2 20231,705$305.6K0.1%00.0%UnchangedHolders
Q1 20231,705$330.8K0.1%00.0%UnchangedHolders
Q4 20221,705$296.4K0.1%00.0%UnchangedHolders
Q3 20221,705$275.0K0.1%00.0%UnchangedHolders
Q2 20221,705$311.0K0.1%−350−17.0%ReducedHolders
Q1 20222,055$441.0K0.1%+150+7.9%AddedHolders
Q4 20211,905$408.0K0.1%−200−9.5%ReducedHolders
Q3 20212,105$383.0K0.1%−500−19.2%ReducedHolders
Q2 20212,605$542.0K0.2%00.0%UnchangedHolders
Q1 20212,605$443.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.