Position in FDX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,315,107
-$481,772 QoQ
Shares Held
10,587
-20.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#548
of 1,932 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $5,187,434 across 2 Integrated Freight & Logistics names. FDX ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
10,587 | $3,315,107 | |
| 2 | UPS |
United Parcel Service Inc
|
17,417 | $1,872,327 |
All Filings in FDX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,315,107 | 10,587 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $3,796,879 | 10,660 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $3,169,949 | 10,974 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $2,564,197 | 10,874 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $2,541,098 | 11,179 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $2,899,032 | 11,892 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $4,381,151 | 15,573 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $4,212,482 | 15,392 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $4,669,708 | 15,574 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $4,420,852 | 15,258 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $3,692,856 | 14,598 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $3,876,309 | 14,632 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $3,665,202 | 14,785 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $3,144,250 | 13,761 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $2,199,640 | 12,700 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $1,761,299 | 11,863 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $3,425,814 | 15,111 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,204,385 | 5,205 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $443,050 | 1,713 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $293,410 | 1,338 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $451,373 | 1,513 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $429,752 | 1,513 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $340,881 | 1,313 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $330,245 | 1,313 | Shares | Defined | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||