Position in FDX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$31,313
-$4,305 QoQ
Shares Held
100
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,764
of 1,932 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $53,805 across 3 Integrated Freight & Logistics names. FDX ranks #1 (58.2% of the industry book) .
All Filings in FDX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,313 | 100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $35,618 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $28,885 | 100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $23,580 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $22,730 | 100 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $24,378 | 100 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||