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LBMC INVESTMENT ADVISORS, LLC

Position in UPS — United Parcel Service Inc

CIK 1536924 BRENTWOOD, TN

Position in UPS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$200,272
-$18,637 QoQ
Shares Held
1,863
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,785
of 2,129 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Position in Integrated Freight & Logistics

Industrials · as of Jun 30, 2026

LBMC INVESTMENT ADVISORS, LLC holds $541,583 across 2 Integrated Freight & Logistics names. UPS ranks #2 (37.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UPS
United Parcel Service Inc
This page
1,863 $200,272

All Filings in UPS

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $200,272 1,863
2024-12-31 $218,909 1,736
2024-09-30 $231,505 1,698
2024-06-30 $229,908 1,680
2024-03-31 $247,320 1,664
2023-12-31 $259,272 1,649
2023-09-30 $221,179 1,419
2023-06-30 $248,440 1,386
2023-03-31 $266,348 1,373
2022-12-31 $236,596 1,361
2022-09-30 $218,240 1,351
2022-06-30 $244,603 1,340
2022-03-31 $292,308 1,363
2021-12-31 $290,216 1,354
2021-09-30 $891,015 4,893
2021-06-30 $278,887 1,341
2021-03-31 $226,936 1,335
2020-12-31 $228,182 1,355
2020-09-30 $214,119 1,285