Position in FDX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$102,080
+$89,258 QoQ
Shares Held
326
+624.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,665
of 1,932 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Derivatives in FDX
reported options exposure · as of Mar 31, 2022CallValue
$254,529
CallShares
1,365
PutValue
$254,529
PutShares
1,365
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, 2026SUMMIT SECURITIES GROUP LLC holds $687,735 across 8 Integrated Freight & Logistics names. FDX ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
3,273 | $351,847 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,280 | $193,280 | |
| 3 | FDX |
Fedex Corp
This page
|
326 | $102,080 | |
| 4 | HUBG |
Hub Group, Inc.
|
493 | $21,588 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
27 | $5,085 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
17 | $4,920 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
30 | $4,889 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
|
615 | $4,046 |
All Filings in FDX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,080 | 326 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,822 | 36 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $237,731 | 823 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $88,428 | 375 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $129,794 | 571 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,596 | 105 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $337,595 | 1,200 | Shares | Sole | 2025-02-12 | |
| 2023-09-30 | $105,967 | 400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $74,865 | 302 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $172,281 | 754 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $41,741 | 241 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $332,275 | 2,238 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $793,484 | 3,500 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $254,529 | 1,100 | Put | Sole | 2022-05-11 | |
| 2022-03-31 | $723,093 | 3,125 | Shares | Sole | 2022-05-11 | |
| 2022-03-31 | $254,529 | 1,100 | Call | Sole | 2022-05-11 | |
| 2021-12-31 | $1,610,292 | 6,226 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,157,776 | 14,400 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $4,192,132 | 14,052 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,107,755 | 3,900 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,685,679 | 21,900 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $1,861,248 | 7,400 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||