Position in FDX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$263,655
-$36,248 QoQ
Shares Held
842
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,440
of 1,932 holders
Holding Since
Dec 2025
3 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, 2026CM WEALTH ADVISORS LLC holds $992,413 across 2 Integrated Freight & Logistics names. FDX ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAL |
Proficient Auto Logistics, Inc
|
107,013 | $728,758 | |
| 2 | FDX |
Fedex Corp
This page
|
842 | $263,655 |
All Filings in FDX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,655 | 842 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $299,903 | 842 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $243,220 | 842 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||