BCWM, LLC UPS — UNITED PARCEL SERVICE INC

Ownership history in BCWM, LLC  ·  5 quarters on record

AI Ownership Summary

BCWM, LLC reported UNITED PARCEL SERVICE INC (UPS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.54% in 2025 Q2. The latest visible filing shows UPS at 1.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCWM, LLC's position in UNITED PARCEL SERVICE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UPS was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPS stock page BCWM, LLC fund profile BCWM, LLC full holdings
How BCWM, LLC held UPS — position size vs. price
% of Fund (quarterly)    UPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 52,320 +2,075 +4.1% 1.46% $5.1M 2026-05-14 $98.42
2025 Q4 ADDED — — — 50,245 +11 +0.0% 1.49% $5.0M 2026-02-11 $118.35
2025 Q3 ADDED — — — 50,234 +2,070 +4.3% 1.26% $4.2M 2025-11-14 $93.04
2025 Q2 ADDED — — — 48,164 +12,202 +33.9% 1.54% $4.9M 2025-08-14 $84.25
2025 Q1 INITIATED — — — 35,962 — — 1.37% $4.0M 2025-05-15 $93.93

🏢 Other funds also holding UPS

As of 2026 Q1 — sorted by position size

Capital CS Group, LLC 3Y 45.55% Cove Private Wealth, LLC 15.0% Drexel Morgan & Co. 3Y 7Y 11.72% Mayar Capital Ltd. 3Y 10.49% SPIREPOINT PRIVATE CLIENT, LLC 9.6% OAKLAND FINANCIAL CORP 6.6% Spurstone Advisory Services, LLC 6.22% Clark & Stuart, Inc 5.51% Manchester Capital Management LLC 3Y 7Y 4.81% Mountain Hill Investment Partners Corp. 4.77%

FAQ About BCWM, LLC and UPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCWM, LLC reported owning UPS?

BCWM, LLC reported UPS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported UPS position in BCWM, LLC's portfolio?

The largest reported portfolio weight for UPS was 1.54% in 2025 Q2.

What is the latest reported UPS position on this page?

The most recent filing on this page is 2026 Q1, when BCWM, LLC reported 52,320 shares, equal to 1.46% of portfolio, with an estimated market value of $5.1M.

What does the chart on this UPS ownership page compare?

The chart compares BCWM, LLC's quarterly UPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BCWM, LLC time their UPS position?

Based on 13F filing dates vs. subsequent UPS price moves, BCWM, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on UPS relative to SPY over the holding period was -18.3%.

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