Position in FDX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,801,886
-$276,934 QoQ
Shares Held
8,948
-16.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#587
of 1,932 holders
Holding Since
Sep 2020
23 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, 2026Heritage Trust Co holds $5,441,819 across 4 Integrated Freight & Logistics names. FDX ranks #1 (51.5% of the industry book) .
All Filings in FDX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,801,886 | 8,948 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,078,820 | 8,644 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,732,037 | 9,458 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,166,857 | 9,189 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,046,471 | 9,003 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,106,760 | 4,540 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,472,761 | 5,235 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $1,483,607 | 4,948 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,461,738 | 5,045 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $1,249,418 | 4,939 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,235,851 | 4,665 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,156,453 | 4,665 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,001,013 | 4,381 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $726,746 | 4,196 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $624,464 | 4,206 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $808,447 | 3,566 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $805,468 | 3,481 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,692,539 | 6,544 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $1,156,097 | 5,272 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,540,277 | 5,163 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,202,341 | 4,233 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,127,789 | 4,344 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $566,423 | 2,252 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||