Position in FDX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$871,753
+$50,759 QoQ
Shares Held
2,784
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#939
of 1,932 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $1,525,045 across 3 Integrated Freight & Logistics names. FDX ranks #1 (57.2% of the industry book) .
All Filings in FDX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,753 | 2,784 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $820,994 | 2,305 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $662,933 | 2,295 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $521,375 | 2,211 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $378,698 | 1,666 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $391,998 | 1,608 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $461,662 | 1,641 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $448,561 | 1,639 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $476,145 | 1,588 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $460,107 | 1,588 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $394,633 | 1,560 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $428,110 | 1,616 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,085,058 | 4,377 | Shares | Sole | 2023-08-08 | |
| 2020-12-31 | $505,739 | 1,948 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $230,140 | 915 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||