James J. Burns & Company »

United Parcel Service shares owned by James J. Burns & Company

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Parcel Service by James J. Burns & Company

Quarter filed Position value Share count Share price at filing
2026-03-31 $489k 5.0k 98.38
2024-12-31 $253k 2.0k 126.12
2024-09-30 $274k 2.0k 136.59
2024-06-30 $275k 2.0k 137.09
2024-03-31 $472k 3.2k 149.23

More positions owned by James J. Burns & Company

Vanguard Index Fds Large Cap Etf (VV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for James J. Burns & Company

Top funds holding United Parcel Service

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Charles Schwab Investment Management
Geode Capital Management
Victory Capital Management
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Susquehanna International
Goldman Sachs Group
UBS Group
Northern Trust

View all funds holding United Parcel Service