Position in FDX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,433,506
+$1,286,492 QoQ
Shares Held
11,963
+29.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026Summit Trail Advisors, LLC holds $84,298,672 across 7 Integrated Freight & Logistics names. FDX ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
485,717 | $69,569,245 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
19,260 | $4,081,194 | |
| 3 | UPS |
United Parcel Service Inc
|
37,313 | $3,670,852 | |
| 4 | FDX |
Fedex Corp
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|
11,963 | $3,433,506 | |
| 5 | LSTR |
Landstar System Inc
|
9,579 | $1,535,609 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
8,868 | $1,472,708 | |
| 7 | GXO |
GXO Logistics, Inc.
|
10,329 | $535,558 |
All Filings in FDX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,433,506 | 11,963 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,147,014 | 9,224 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,863,107 | 9,805 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,478,522 | 8,072 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,027,176 | 5,229 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,117,838 | 4,931 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,080,826 | 4,901 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,109,963 | 4,594 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $537,454 | 2,302 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $414,006 | 2,031 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $580,433 | 2,719 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $519,171 | 2,599 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $330,675 | 1,796 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $183,388 | 1,314 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $255,939 | 1,401 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $212,744 | 1,141 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $164,166 | 810 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||