WealthPlan Investment Management, LLC

Position in FDX — Fedex Corp

CIK 1929986 OMAHA, NE

Position in FDX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$425,856

-$51,781 QoQ

Shares Held

1,360

-18.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,205

of 1,932 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $908,382 across 2 Integrated Freight & Logistics names. FDX ranks #2 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CHRW	C. H. Robinson Worldwide, Inc.	2,562	$482,526
2	FDX	Fedex Corp This page	1,360	$425,856

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,856	1,360	+1.4%	Shares	Sole	2026-07-28
2026-03-31	$477,637	1,341	-5.2%	Shares	Sole	2026-04-29
2025-12-31	$408,736	1,415	-2.7%	Shares	Sole	2026-02-05
2025-09-30	$342,867	1,454	+1.0%	Shares	Sole	2025-10-27
2025-06-30	$327,099	1,439	+3.2%	Shares	Sole	2025-07-28
2025-03-31	$340,073	1,395	-17.0%	Shares	Sole	2025-05-12
2024-12-31	$472,634	1,680	+2.6%	Shares	Sole	2025-01-30
2024-09-30	$448,287	1,638	-7.3%	Shares	Sole	2024-11-05
2024-06-30	$529,817	1,767	-39.4%	Shares	Sole	2024-08-09
2024-03-31	$845,171	2,917	+2.9%	Shares	Sole	2024-05-16
2023-12-31	$717,170	2,835	-3.3%	Shares	Sole	2024-01-05
2023-09-30	$776,745	2,932	+67.5%	Shares	Sole	2023-11-15
2023-06-30	$433,825	1,750	-32.2%	Shares	Sole	2023-08-14
2023-03-31	$589,732	2,581	-16.3%	Shares	Sole	2023-05-08
2022-12-31	$534,148	3,084	+33.7%	Shares	Other	2023-02-15
2022-09-30	$342,519	2,307	-19.8%	Shares	Other	2022-12-12
2022-03-31	$665,939	2,878	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.