Position in FDX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$115,811,756
-$11,208,810 QoQ
Shares Held
369,852
-16.4% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#73
of 1,937 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Derivatives in FDX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$344,443
PutShares
1,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026LPL Financial LLC holds $396,188,299 across 14 Integrated Freight & Logistics names. FDX ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
1,604,877 | $172,524,277 | |
| 2 | FDX |
Fedex Corp
This page
|
369,852 | $115,811,756 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
178,383 | $29,072,861 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
175,987 | $26,574,037 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
122,260 | $23,026,448 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
52,680 | $15,247,172 | |
| 7 | LSTR |
Landstar System Inc
|
23,252 | $4,808,746 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
226,796 | $3,973,465 |
All Filings in FDX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,811,756 | 369,852 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $344,443 | 1,100 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $127,020,566 | 356,619 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $110,452,842 | 382,375 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $92,976,809 | 394,287 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $87,367,052 | 384,352 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $88,911,461 | 364,720 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $92,856,899 | 330,064 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $80,230,102 | 293,153 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $85,842,691 | 286,295 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $80,275,652 | 277,061 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $69,179,208 | 273,468 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $71,447,597 | 269,695 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $65,184,574 | 262,947 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $59,720,873 | 261,372 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $44,447,806 | 256,627 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $43,902,731 | 295,701 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $60,262,005 | 265,811 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $226,709 | 1,000 | Put | Sole | 2022-08-12 | |
| 2022-03-31 | $58,571,528 | 253,129 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $55,103,518 | 213,051 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $42,428,016 | 193,479 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $53,740,858 | 180,139 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $45,663,683 | 160,765 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $42,216,817 | 162,610 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $34,233,136 | 136,105 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $18,925,349 | 134,969 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,801,962 | 122,068 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||