Position in FDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,572,637
-$123,596 QoQ
Shares Held
14,603
-10.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#472
of 1,932 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $16,777,207 across 6 Integrated Freight & Logistics names. FDX ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
85,818 | $9,225,435 | |
| 2 | FDX |
Fedex Corp
This page
|
14,603 | $4,572,637 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
4,926 | $1,425,732 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,760 | $869,760 | |
| 5 | LSTR |
Landstar System Inc
|
1,791 | $370,396 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
1,922 | $313,247 |
All Filings in FDX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,572,637 | 14,603 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,696,233 | 13,185 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,109,900 | 14,228 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,774,773 | 12,207 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,195,483 | 9,006 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,661,100 | 9,459 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,660,442 | 9,721 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,148,087 | 3,829 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $895,876 | 3,092 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $889,189 | 3,515 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $741,775 | 2,800 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $488,363 | 1,970 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,090,076 | 54,886 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $459,326 | 2,652 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $25,493,310 | 112,449 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $17,886,218 | 77,299 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $23,373,041 | 90,369 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $18,780,656 | 85,643 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $22,412,037 | 75,125 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $230,924 | 813 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $212,888 | 820 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $202,222 | 804 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||