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LBMC Investment Advisors’s United Parcel Service UPS Stock Holding History

LBMC Investment Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,736
Closed -$219K – 206
2024
Q4 		$219K Buy
1,736
+38
+2% +$5K 0.02% 186
2024
Q3 		$232K Buy
1,698
+18
+1% +$2.36K 0.02% 178
2024
Q2 		$230K Buy
1,680
+16
+1% +$2.29K 0.02% 174
2024
Q1 		$247K Buy
1,664
+15
+0.9% +$2.28K 0.02% 156
2023
Q4 		$259K Buy
1,649
+230
+16% +$34.8K 0.02% 136
2023
Q3 		$218K Buy
1,419
+33
+2% +$5.7K 0.02% 144
2023
Q2 		$248K Buy
1,386
+13
+0.9% +$2.31K 0.02% 137
2023
Q1 		$266K Buy
1,373
+12
+0.9% +$2.2K 0.03% 135
2022
Q4 		$237K Buy
1,361
+10
+0.7% +$1.73K 0.03% 137
2022
Q3 		$218K Buy
1,351
+11
+0.8% +$2.08K 0.03% 141
2022
Q2 		$245K Sell
1,340
-23
-2% -$4.2K 0.03% 128
2022
Q1 		$292K Buy
1,363
+9
+0.7% +$1.91K 0.03% 125
2021
Q4 		$290K Sell
1,354
-3,539
-72% -$720K 0.03% 135
2021
Q3 		$245 Buy
4,893
+3,552
+265% +$701K 0.02% 143
2021
Q2 		$279K Buy
1,341
+6
+0.4% +$1.2K 0.03% 131
2021
Q1 		$227K Sell
1,335
-20
-1% -$3.23K 0.02% 124
2020
Q4 		$228K Buy
1,355
+70
+5% +$11.8K 0.03% 119
2020
Q3 		$214K Buy
+1,285
New +$187K 0.03% 110

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LBMC Investment Advisors's UPS Position: Q1 2025 in Review

LBMC Investment Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,736 shares — an estimated $219K sold.

LBMC Investment Advisors first reported a position in UPS in Q3 2020 and held it in 18 quarters. The position peaked at $292K in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • LBMC Investment Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,736 United Parcel Service shares in Q1 2025, an estimated $219K.
  • LBMC Investment Advisors first reported a position in United Parcel Service in Q3 2020 and held it in 18 quarters.
  • LBMC Investment Advisors's United Parcel Service position peaked at $292K in Q1 2022.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on LBMC Investment Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.