Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,110,837
+$23,575 QoQ
Shares Held
56,845
-8.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#415
of 2,129 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EDGAR LOMAX CO/VA holds $82,983,148 across 3 Integrated Freight & Logistics names. UPS ranks #3 (7.4% of the industry book) .
All Filings in UPS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,110,837 | 56,845 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,087,262 | 61,875 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,924,954 | 160,550 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,801,244 | 165,225 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,543,119 | 213,425 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,846,931 | 216,810 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,148,582 | 64,620 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,016,845 | 66,135 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,192,214 | 67,170 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,155,144 | 68,325 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,459,462 | 47,443 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,705,901 | 49,438 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,022,190 | 50,333 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,906,099 | 51,065 | Shares | Sole | 2023-05-15 | |
| 2020-12-31 | $16,350,798 | 97,095 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,478,873 | 98,895 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,417,010 | 93,695 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $8,575,488 | 91,795 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||