Position in FDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,381,529
-$67,411 QoQ
Shares Held
4,412
-12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#785
of 1,932 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $5,877,766 across 4 Integrated Freight & Logistics names. FDX ranks #2 (23.5% of the industry book) .
All Filings in FDX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,529 | 4,412 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,448,940 | 4,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,370,062 | 4,743 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,067,040 | 4,525 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $893,782 | 3,932 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $881,752 | 3,617 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,023,478 | 3,638 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $987,984 | 3,610 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $932,202 | 3,109 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||