Position in FDX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,478,423
-$340,385 QoQ
Shares Held
7,915
-19.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#617
of 1,932 holders
Holding Since
Mar 2020
26 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, 2026Summit Asset Management, LLC holds $4,736,234 across 4 Integrated Freight & Logistics names. FDX ranks #1 (52.3% of the industry book) .
All Filings in FDX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,478,423 | 7,915 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,818,808 | 7,914 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,272,461 | 7,867 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,859,597 | 7,886 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,785,292 | 7,854 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,916,355 | 7,861 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,207,033 | 7,845 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,294,532 | 8,384 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,515,357 | 8,389 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,372,391 | 8,188 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,071,065 | 8,187 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,992,463 | 7,521 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,864,208 | 7,520 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,716,873 | 7,514 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,287,742 | 7,435 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,334,300 | 8,987 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,946,531 | 8,586 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,871,945 | 8,090 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,092,397 | 8,090 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,733,268 | 7,904 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,271,484 | 7,614 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,044,803 | 7,199 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,888,216 | 7,273 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,861,499 | 7,401 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,039,590 | 7,414 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $925,698 | 7,634 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||