Cornerstone Wealth Management, LLC

Position in UPS — United Parcel Service Inc

CIK 1674117 ST. PETERS, MO

Position in UPS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,836,315

+$170,545 QoQ

Shares Held

17,082

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#782

of 2,129 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $2,764,750 across 3 Integrated Freight & Logistics names. UPS ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	17,082	$1,836,315
2	FDX	Fedex Corp	2,147	$672,290
3	JBHT	Hunt J B Transport Services Inc	885	$256,145

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,836,315	17,082	+0.9%	Shares	Sole	2026-07-22
2026-03-31	$1,665,770	16,932	-0.7%	Shares	Sole	2026-04-24
2025-12-31	$1,691,784	17,056	+5.1%	Shares	Sole	2026-02-05
2025-09-30	$1,355,274	16,225	+9.5%	Shares	Sole	2025-11-04
2025-06-30	$1,495,325	14,814	+18.9%	Shares	Sole	2025-08-12
2025-03-31	$1,369,815	12,454	+24.3%	Shares	Sole	2025-04-18
2024-12-31	$1,263,017	10,016	+9.3%	Shares	Sole	2025-01-21
2024-09-30	$1,249,419	9,164	+5.5%	Shares	Sole	2024-10-16
2024-06-30	$1,189,226	8,690	+1.8%	Shares	Sole	2024-07-16
2024-03-31	$1,269,002	8,538	+0.9%	Shares	Sole	2024-04-19
2023-12-31	$1,330,951	8,465	-0.5%	Shares	Sole	2024-01-10
2023-09-30	$1,325,986	8,507	+4.7%	Shares	Sole	2023-11-07
2023-06-30	$1,456,047	8,123	-4.6%	Shares	Sole	2023-07-14
2023-03-31	$1,651,630	8,514	-17.5%	Shares	Sole	2023-05-15
2022-09-30	$1,666,285	10,315	-3.1%	Shares	Sole	2022-10-14
2022-06-30	$1,943,138	10,645	-3.4%	Shares	Sole	2022-08-04
2022-03-31	$2,362,062	11,014	-1.7%	Shares	Sole	2022-04-21
2021-12-31	$2,401,036	11,202	+7.1%	Shares	Sole	2022-02-14
2021-09-30	$1,904,766	10,460	-6.4%	Shares	Sole	2021-11-12
2021-06-30	$2,324,272	11,176	-2.1%	Shares	Sole	2021-08-09
2021-03-31	$1,940,435	11,415	+1.2%	Shares	Sole	2021-04-30
2020-12-31	$1,899,046	11,277	-4.3%	Shares	Sole	2021-01-29
2020-09-30	$1,962,734	11,779	-0.8%	Shares	Sole	2020-10-13
2020-06-30	$1,319,595	11,869	-22.3%	Shares	Sole	2020-07-16
2020-03-31	$1,427,364	15,279	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.