Palumbo Wealth Management LLC
Position in UPS — United Parcel Service Inc
CIK 1846310
GREAT NECK, NY
Position in UPS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$291,755
+$22,096 QoQ
Shares Held
2,714
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,576
of 2,129 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Palumbo Wealth Management LLC holds $497,794 across 2 Integrated Freight & Logistics names. UPS ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,714 | $291,755 | |
| 2 | FDX |
Fedex Corp
|
658 | $206,039 |
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,755 | 2,714 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $269,659 | 2,741 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $299,851 | 3,023 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $249,002 | 2,981 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $295,956 | 2,932 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $303,462 | 2,759 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $353,836 | 2,806 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $420,336 | 3,083 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $421,498 | 3,080 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $476,061 | 3,203 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $534,896 | 3,402 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $590,435 | 3,788 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $820,606 | 4,578 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,051,037 | 5,418 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $986,715 | 5,676 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $844,692 | 5,229 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $880,207 | 4,822 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $979,438 | 4,567 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $959,385 | 4,476 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $788,128 | 4,328 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,162,760 | 5,591 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $960,783 | 5,652 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $924,347 | 5,489 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||