Position in FDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$917,157
-$126,094 QoQ
Shares Held
2,929
-19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#922
of 1,932 holders
Holding Since
Jun 2020
25 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, 2026Circle Wealth Management, LLC holds $1,137,919 across 2 Integrated Freight & Logistics names. FDX ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
2,929 | $917,157 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,462 | $220,762 |
All Filings in FDX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,157 | 2,929 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,043,251 | 2,929 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,096,223 | 3,795 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $891,361 | 3,780 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $824,680 | 3,628 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $935,140 | 3,836 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,076,368 | 3,826 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,043,815 | 3,814 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,245,835 | 4,155 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,285,576 | 4,437 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,047,042 | 4,139 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $987,886 | 3,729 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $922,931 | 3,723 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $847,240 | 3,708 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $765,024 | 4,417 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $649,407 | 4,374 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,001,151 | 4,416 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,021,818 | 4,416 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,077,494 | 4,166 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $764,883 | 3,488 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,042,066 | 3,493 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $847,007 | 2,982 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $818,062 | 3,151 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $626,284 | 2,490 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $212,994 | 1,519 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||