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, 2026LBMC 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 |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
1,090 | $341,311 | |
| 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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,272 | 1,863 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $218,909 | 1,736 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $231,505 | 1,698 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $229,908 | 1,680 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $247,320 | 1,664 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $259,272 | 1,649 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $221,179 | 1,419 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $248,440 | 1,386 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $266,348 | 1,373 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $236,596 | 1,361 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $218,240 | 1,351 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $244,603 | 1,340 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $292,308 | 1,363 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $290,216 | 1,354 | Shares | Sole | 2022-03-17 | |
| 2021-09-30 | $891,015 | 4,893 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $278,887 | 1,341 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $226,936 | 1,335 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $228,182 | 1,355 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $214,119 | 1,285 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||