Position in FDX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,892,870
-$251,689 QoQ
Shares Held
6,045
-19.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#698
of 1,932 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $8,155,773 across 6 Integrated Freight & Logistics names. FDX ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
34,737 | $3,734,227 | |
| 2 | FDX |
Fedex Corp
This page
|
6,045 | $1,892,870 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
4,418 | $1,278,701 | |
| 4 | LSTR |
Landstar System Inc
|
3,088 | $638,629 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,396 | $361,796 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,325 | $249,550 |
All Filings in FDX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,892,870 | 6,045 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,144,559 | 6,021 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,823,284 | 6,312 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,381,374 | 5,858 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $808,768 | 3,558 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $849,817 | 3,486 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,074,961 | 3,821 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,127,835 | 4,121 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,215,551 | 4,054 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,176,344 | 4,060 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,144,436 | 4,524 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,073,985 | 4,054 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,251,151 | 5,047 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $895,680 | 3,920 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $703,538 | 4,062 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $494,405 | 3,330 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $682,170 | 3,009 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $264,478 | 1,143 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $315,023 | 1,218 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $475,420 | 2,168 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $346,957 | 1,163 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $317,272 | 1,117 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $283,505 | 1,092 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $232,656 | 925 | Shares | Sole | 2020-11-03 | |
| 2020-03-31 | $283,142 | 2,335 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||