Position in FDX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,359,571
-$566,957 QoQ
Shares Held
10,729
-21.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#542
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, 2026Institute for Wealth Management, LLC. holds $4,873,616 across 8 Integrated Freight & Logistics names. FDX ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
10,729 | $3,359,571 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,306 | $801,206 | |
| 3 | UPS |
United Parcel Service Inc
|
4,920 | $528,900 | |
| 4 | LSTR |
Landstar System Inc
|
461 | $95,339 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
96 | $27,785 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
119 | $22,412 | |
| 7 | GXO |
GXO Logistics, Inc.
|
436 | $22,105 | |
| 8 | EXPD |
Expeditors International Of Washington Inc
|
100 | $16,298 |
All Filings in FDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,359,571 | 10,729 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,926,528 | 11,024 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,184,392 | 11,024 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,614,425 | 11,087 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,786,365 | 12,258 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,001,176 | 12,311 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,114,041 | 11,069 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,003,090 | 10,973 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,278,150 | 10,933 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,190,616 | 11,012 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,778,875 | 10,985 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,928,160 | 11,053 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,742,022 | 11,061 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,527,098 | 11,060 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,973,441 | 11,394 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,682,907 | 11,335 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,182,101 | 14,036 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,096,692 | 13,383 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,617,954 | 10,122 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,210,882 | 10,082 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,052,810 | 10,233 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,933,564 | 10,328 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,661,105 | 10,250 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,594,680 | 10,316 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,418,885 | 10,119 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $865,796 | 7,140 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||