Position in FDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,406,502
-$761,823 QoQ
Shares Held
17,266
-19.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#438
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, 2026LMG Wealth Partners, LLC holds $7,182,311 across 3 Integrated Freight & Logistics names. FDX ranks #1 (75.3% 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 | $5,406,502 | 17,266 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,168,325 | 17,318 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,988,901 | 17,271 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,099,084 | 17,383 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,841,538 | 16,900 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,123,539 | 16,915 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,631,816 | 16,464 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,505,866 | 16,464 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,467,548 | 21,570 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,108,008 | 21,081 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,163,118 | 20,410 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,240,382 | 19,781 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,826,366 | 19,469 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,391,119 | 19,218 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,230,353 | 18,651 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||