Position in FDX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,341,723
-$414,551 QoQ
Shares Held
10,672
-18.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#544
of 1,932 holders
Holding Since
Mar 2020
15 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, 2026Xcel Wealth Management, LLC holds $5,028,937 across 3 Integrated Freight & Logistics names. FDX ranks #1 (66.4% of the industry book) .
All Filings in FDX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,341,723 | 10,672 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,756,274 | 10,546 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,205,190 | 11,096 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,616,547 | 11,096 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,199,514 | 5,277 | Shares | Sole | 2025-07-15 | |
| 2023-06-30 | $202,038 | 815 | Shares | Sole | 2023-07-26 | |
| 2022-03-31 | $425,757 | 1,840 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $656,945 | 2,540 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $823,434 | 3,755 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $577,268 | 1,935 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $549,617 | 1,935 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $552,990 | 2,130 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $548,313 | 2,180 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $305,679 | 2,180 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $276,472 | 2,280 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||