Position in FDX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$307,493
-$148,773 QoQ
Shares Held
982
-38.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,358
of 1,932 holders
Holding Since
Mar 2023
10 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, 2026Phillips Wealth Planners LLC holds $598,249 across 2 Integrated Freight & Logistics names. FDX ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
982 | $307,493 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
1,784 | $290,756 |
All Filings in FDX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,493 | 982 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $456,266 | 1,281 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $400,332 | 1,423 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $391,636 | 1,431 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $527,718 | 1,760 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $432,002 | 1,491 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $520,865 | 2,059 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $471,822 | 1,781 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $246,164 | 993 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $199,243 | 872 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||