Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  United Parcel Service (UPS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2012   Q3 0 0.00 Sell 100.00% SEC
2012   Q2 21 0.00 Buy $95.24 $2,000 SEC
2007   Q3 0 0.00 Sell 100.00% <0.01 SEC
2007   Q2 150 <0.01 $73.33 $11,000 SEC
2007   Q1 150 <0.01 $73.33 $11,000 SEC
2006   Q4 150 <0.01 $73.33 $11,000 SEC
2006   Q3 150 <0.01 $73.33 $11,000 SEC
2006   Q2 150 <0.01 $80.00 $12,000 SEC
2006   Q1 150 <0.01 $80.00 $12,000 SEC
2005   Q4 150 <0.01 Reduce 72.73% <0.01 $73.33 $11,000 SEC
2005   Q3 550 <0.01 Reduce 94.82% 0.04 $69.09 $38,000 SEC
2005   Q2 10,625 0.04 $24,399.53 $259,245,000 SEC
2005   Q1 10,625 0.01 $24,652.24 $261,930,000 SEC
2004   Q4 10,625 0.01 Add 217.16% <0.01 $18,267.76 $194,095,000 SEC
2004   Q3 3,350 <0.01 $15,339.70 $51,388,000 SEC
2004   Q2 3,350 <0.01 $15,306.27 $51,276,000 SEC
2004   Q1 3,350 0.01 Reduce 5.63% <0.01 $15,067.46 $50,476,000 SEC
2003   Q4 3,550 0.01 Add 914.29% <0.01 $18,617.75 $66,093,000 SEC
2003   Q3 350 <0.01 $63,800.00 $22,330,000 SEC
2003   Q2 350 <0.01 Reduce 53.33% <0.01 $63,700.00 $22,295,000 SEC
2003   Q1 750 <0.01 Buy <0.01 $57,000.00 $42,750,000 SEC
2002   Q4 0 0.00 Sell 100.00% <0.01 SEC
2002   Q3 475 <0.01 $62,530.53 $29,702,000 SEC
2002   Q2 475 <0.01 Add 137.50% <0.01 $61,749.47 $29,331,000 SEC
2002   Q1 200 <0.01 $60,800.00 $12,160,000 SEC
2001   Q4 200 <0.01 $54,500.00 $10,900,000 SEC
2001   Q3 200 <0.01 $51,980.00 $10,396,000 SEC
2001   Q2 200 <0.01 $57,800.00 $11,560,000 SEC
2001   Q1 200 <0.01 Reduce 94.12% <0.01 $56,900.00 $11,380,000 SEC
2000   Q4 3,400 0.01 Add 1,600.00% <0.01 $15,220.59 $51,750,000 SEC
2000   Q3 200 <0.01 $56,375.00 $11,275,000 SEC
2000   Q2 200 <0.01 $59,000.00 $11,800,000 SEC
2000   Q1 200 <0.01 $62,990.00 $12,598,000 SEC
1999   Q4 200 <0.01 Buy <0.01 $69,000.00 $13,800,000 SEC