Position in FDX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$851,087
-$117,010 QoQ
Shares Held
2,718
-19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#952
of 1,932 holders
Holding Since
Dec 2022
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, 2026Forza Wealth Management, LLC holds $1,837,949 across 3 Integrated Freight & Logistics names. FDX ranks #1 (46.3% 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 | $851,087 | 2,718 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $968,097 | 2,718 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $785,121 | 2,718 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $640,931 | 2,718 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $617,828 | 2,718 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $662,594 | 2,718 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $757,621 | 2,693 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $723,883 | 2,645 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $793,676 | 2,647 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $766,941 | 2,647 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $669,611 | 2,647 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $642,960 | 2,427 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $601,653 | 2,427 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $554,545 | 2,427 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $420,356 | 2,427 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||