GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

UPS holding history

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

UPS overview All 13F holders of UPS Full Q2 2026 holdings

Shares (Q2 2026): 281,884
Value: $30.3M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UPS by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	281,884	$30.3M	0.1%	+44,293+18.6%	Added	Holders
Q1 2026	237,591	$23.4M	0.1%	−3,351−1.4%	Reduced	Holders
Q4 2025	240,942	$23.9M	0.1%	+63,058+35.4%	Added	Holders
Q3 2025	177,884	$14.9M	0.1%	+57,131+47.3%	Added	Holders
Q2 2025	120,753	$12.2M	0.1%	+28,802+31.3%	Added	Holders
Q1 2025	91,951	$10.1M	0.1%	−149−0.2%	Reduced	Holders
Q4 2024	92,100	$11.6M	0.1%	−1,478−1.6%	Reduced	Holders
Q3 2024	93,578	$12.8M	0.1%	−9,507−9.2%	Reduced	Holders
Q2 2024	103,085	$14.1M	0.1%	−6,298−5.8%	Reduced	Holders
Q1 2024	109,383	$16.3M	0.1%	+3,665+3.5%	Added	Holders
Q4 2023	105,718	$16.7M	0.2%	−8,653−7.6%	Reduced	Holders
Q3 2023	114,371	$17.8M	0.2%	−150,396−56.8%	Reduced	Holders
Q2 2023	264,767	$47.5M	0.5%	−4,094−1.5%	Reduced	Holders
Q1 2023	268,861	$52.0M	0.7%	+19,004+7.6%	Added	Holders
Q4 2022	249,857	$7.92M	0.2%	+13,647+5.8%	Added	Holders
Q3 2022	236,210	$38.2M	0.6%	−2,100−0.9%	Reduced	Holders
Q2 2022	238,310	$43.5M	0.7%	+22,254+10.3%	Added	Holders
Q1 2022	216,056	$46.3M	0.8%	+6,834+3.3%	Added	Holders
Q4 2021	209,222	$44.8M	0.7%	+23,326+12.5%	Added	Holders
Q3 2021	185,896	$33.9M	0.8%	+10,437+5.9%	Added	Holders
Q2 2021	175,459	$36.5M	1.0%	+7,659+4.6%	Added	Holders
Q1 2021	167,800	$28.5M	0.8%	–	–	Holders

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