Formidable Asset Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1592613
CINCINNATI, OH
Position in UPS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$418,390
+$33,528 QoQ
Shares Held
3,892
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,391
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Formidable Asset Management, LLC holds $622,550 across 2 Integrated Freight & Logistics names. UPS ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,892 | $418,390 | |
| 2 | FDX |
Fedex Corp
|
652 | $204,160 |
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,390 | 3,892 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $384,862 | 3,912 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $397,652 | 4,009 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $319,418 | 3,824 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $682,657 | 6,763 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $743,862 | 6,763 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $847,770 | 6,723 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $972,922 | 7,136 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $960,550 | 7,019 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,044,868 | 7,030 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $473,576 | 3,012 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $469,480 | 3,012 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $539,901 | 3,012 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $584,297 | 3,012 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $523,606 | 3,012 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $502,712 | 3,112 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $568,064 | 3,112 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $662,252 | 3,088 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $640,876 | 2,990 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $544,479 | 2,990 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $601,033 | 2,890 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $491,271 | 2,890 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $457,542 | 2,717 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $452,733 | 2,717 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $302,076 | 2,717 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $253,822 | 2,717 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||