Alpha Omega Wealth Management LLC

Position in UPS — United Parcel Service Inc

CIK 1665633 RICHMOND, VA

Position in UPS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$616,942

+$52,340 QoQ

Shares Held

5,739

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,212

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Industrials · as of Jun 30, 2026

Alpha Omega Wealth Management LLC holds $2,327,983 across 3 Integrated Freight & Logistics names. UPS ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXPD	Expeditors International Of Washington Inc	8,875	$1,446,447
2	UPS	United Parcel Service Inc This page	5,739	$616,942
3	FDX	Fedex Corp	845	$264,594

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$616,942	5,739	0.0%	Shares	Sole	2026-07-20
2026-03-31	$564,602	5,739	-0.8%	Shares	Sole	2026-04-07
2025-12-31	$574,012	5,787	-4.4%	Shares	Sole	2026-01-22
2025-09-30	$505,523	6,052	-11.6%	Shares	Sole	2025-10-22
2025-06-30	$691,338	6,849	-2.7%	Shares	Sole	2025-07-15
2025-03-31	$774,329	7,040	+2.5%	Shares	Sole	2025-04-15
2024-12-31	$865,676	6,865	-1.4%	Shares	Sole	2025-01-24
2024-09-30	$949,335	6,963	+0.7%	Shares	Sole	2024-10-03
2024-06-30	$946,044	6,913	+1.5%	Shares	Sole	2024-07-25
2024-03-31	$1,012,616	6,813	-2.5%	Shares	Sole	2024-04-17
2023-12-31	$1,098,723	6,988	+0.3%	Shares	Sole	2024-01-31
2023-09-30	$1,086,413	6,970	-6.6%	Shares	Sole	2023-10-11
2023-06-30	$1,337,205	7,460	-1.6%	Shares	Sole	2023-07-31
2023-03-31	$1,471,026	7,583	-4.8%	Shares	Sole	2023-04-19
2022-12-31	$1,384,287	7,963	-1.7%	Shares	Sole	2023-02-01
2022-09-30	$1,308,474	8,100	+0.0%	Shares	Sole	2022-10-19
2022-06-30	$1,478,026	8,097	0.0%	Shares	Sole	2022-07-21
2022-03-31	$1,736,482	8,097	-1.4%	Shares	Sole	2022-04-29
2021-12-31	$1,761,017	8,216	-2.0%	Shares	Sole	2022-01-18
2021-09-30	$1,526,180	8,381	-2.5%	Shares	Sole	2021-10-13
2021-06-30	$1,788,334	8,599	-2.6%	Shares	Sole	2021-07-01
2021-03-31	$1,500,501	8,827	-2.3%	Shares	Sole	2021-04-29
2020-12-31	$1,521,999	9,038	-2.6%	Shares	Sole	2021-02-05
2020-09-30	$1,546,493	9,281	-4.9%	Shares	Sole	2020-11-05
2020-06-30	$1,084,783	9,757	-3.5%	Shares	Sole	2020-07-27
2020-03-31	$944,102	10,106	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.