United Parcel Service shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in United Parcel Service
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All positions including United Parcel Service held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 3.8k | 83.54 |
| 2025-03-31 | $208k | 1.9k | 109.99 |
| 2024-12-31 | $225k | 1.8k | 126.08 |
| 2024-09-30 | $241k | 1.8k | 136.37 |
| 2024-06-30 | $252k | 1.8k | 136.83 |
| 2024-03-31 | $268k | 1.8k | 148.64 |
| 2023-12-31 | $274k | 1.7k | 157.22 |
| 2023-09-30 | $266k | 1.7k | 155.85 |
| 2023-06-30 | $308k | 1.7k | 179.29 |
| 2023-03-31 | $328k | 1.7k | 193.98 |
| 2022-12-31 | $294k | 1.7k | 173.80 |
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