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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
2026
Q2 		$200K Buy
+1,863
New +$194K 0.01% 239
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 		$245K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LBMC Investment Advisors's UPS Position: Q2 2026 in Review

LBMC Investment Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 1,863 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: LBMC Investment Advisors previously reported a position in UPS as recently as Q4 2024.

LBMC Investment Advisors first reported a position in UPS in Q3 2020 and has held it in 19 quarters since. The position peaked at $292K in Q1 2022. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • LBMC Investment Advisors held 1,863 shares of United Parcel Service worth $200K as of Q2 2026.
  • United Parcel Service was a new LBMC Investment Advisors position in Q2 2026.
  • United Parcel Service made up 0.01% of LBMC Investment Advisors's portfolio in Q2 2026, its #239 holding.
  • LBMC Investment Advisors first reported a position in United Parcel Service in Q3 2020 and has held it in 19 quarters since.
  • LBMC Investment Advisors's United Parcel Service position peaked at $292K in Q1 2022.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.