Position in FDX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$399,867
-$114,456 QoQ
Shares Held
1,277
-28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,232
of 1,932 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Falcon Wealth Planning holds $399,867 across 1 Integrated Freight & Logistics name. FDX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
1,277 | $399,867 |
All Filings in FDX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,867 | 1,277 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $514,323 | 1,444 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $450,621 | 1,560 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $290,517 | 1,232 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $261,179 | 1,149 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $292,048 | 1,198 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $254,322 | 904 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $248,501 | 908 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $270,155 | 901 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $236,427 | 816 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $244,116 | 965 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||