Position in UPS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,307,522
+$288,798 QoQ
Shares Held
12,163
+17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#914
of 2,129 holders
Holding Since
Sep 2025
4 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, 2026LJI Wealth Management, LLC holds $1,598,732 across 2 Integrated Freight & Logistics names. UPS ranks #1 (81.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
12,163 | $1,307,522 | |
| 2 | FDX |
Fedex Corp
|
930 | $291,210 |
All Filings in UPS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,522 | 12,163 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,018,724 | 10,355 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,186,014 | 11,957 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $603,337 | 7,223 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||