Position in FDX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,604,278
+$1,327,034 QoQ
Shares Held
8,317
+86.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#600
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, 2026AE Wealth Management LLC holds $26,074,499 across 6 Integrated Freight & Logistics names. FDX ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
98,477 | $10,586,265 | |
| 2 | CHRW |
C. H. Robinson Worldwide, Inc.
|
54,689 | $10,300,102 | |
| 3 | FDX |
Fedex Corp
This page
|
8,317 | $2,604,278 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
6,681 | $1,088,861 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
3,355 | $971,023 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,470 | $523,970 |
All Filings in FDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,604,278 | 8,317 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,277,244 | 3,586 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $805,037 | 2,787 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $502,972 | 2,133 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $334,823 | 1,473 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $374,686 | 1,537 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $610,764 | 2,171 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $589,776 | 2,155 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $863,835 | 2,881 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $560,065 | 1,933 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,734,334 | 18,715 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,733,928 | 21,644 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,451,350 | 26,024 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,266,108 | 27,424 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,801,740 | 21,950 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,264,504 | 28,723 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,090,127 | 31,274 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,027,383 | 34,692 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $8,740,481 | 33,794 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,814,437 | 31,075 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,566,544 | 28,715 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,011,346 | 28,205 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $7,144,224 | 27,518 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $7,478,697 | 29,734 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,033,287 | 28,764 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,913,998 | 24,031 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||