Position in FDX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,071,527
+$197,464 QoQ
Shares Held
3,422
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#873
of 1,932 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,433,658 across 2 Integrated Freight & Logistics names. FDX ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
12,671 | $1,362,131 | |
| 2 | FDX |
Fedex Corp
This page
|
3,422 | $1,071,527 |
All Filings in FDX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,071,527 | 3,422 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $874,063 | 2,454 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $408,157 | 1,413 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $301,363 | 1,278 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $270,951 | 1,192 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $462,692 | 1,898 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $495,982 | 1,763 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $447,739 | 1,636 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $561,598 | 1,873 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $339,573 | 1,172 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $288,890 | 1,142 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||