Position in FDX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,620,722
-$640,259 QoQ
Shares Held
11,563
-22.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#521
of 1,937 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $93,754,343 across 9 Integrated Freight & Logistics names. FDX ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
456,248 | $74,359,299 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
19,630 | $5,681,510 | |
| 3 | UPS |
United Parcel Service Inc
|
39,909 | $4,290,217 | |
| 4 | FDX |
Fedex Corp
This page
|
11,563 | $3,620,722 | |
| 5 | LSTR |
Landstar System Inc
|
10,473 | $2,165,921 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
9,133 | $1,720,109 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
6,959 | $1,050,809 | |
| 8 | GXO |
GXO Logistics, Inc.
|
13,801 | $699,710 |
All Filings in FDX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,620,722 | 11,563 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,260,981 | 11,963 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,664,444 | 9,224 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,312,116 | 9,805 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,834,846 | 8,072 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,274,725 | 5,229 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,387,238 | 4,931 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,341,305 | 4,901 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,377,464 | 4,594 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $666,981 | 2,302 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $513,782 | 2,031 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $720,317 | 2,719 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $644,292 | 2,599 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $410,367 | 1,796 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $227,584 | 1,314 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $317,620 | 1,401 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $264,016 | 1,141 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $203,731 | 810 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||