Position in FDX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,149,345
-$1,557,782 QoQ
Shares Held
29,219
-2.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#100
of 1,043 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $11,889,527 across 6 Integrated Freight & Logistics names. FDX ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
29,219 | $9,149,345 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
14,250 | $2,151,750 | |
| 3 | UPS |
United Parcel Service Inc
|
4,734 | $508,905 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
389 | $63,399 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
31 | $8,972 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
38 | $7,156 |
All Filings in FDX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,149,345 | 29,219 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,707,127 | 30,061 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,036,762 | 38,208 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,482,601 | 52,935 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $13,942,058 | 61,335 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $56,779,787 | 232,914 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $68,121,242 | 242,140 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $71,924,462 | 262,805 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $79,211,730 | 264,180 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $76,573,934 | 264,285 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $66,617,887 | 263,343 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $66,908,458 | 252,561 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $60,432,826 | 243,779 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $44,839,780 | 196,244 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $33,214,571 | 191,770 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $29,898,891 | 201,380 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $44,483,444 | 196,213 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $42,332,806 | 182,950 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $46,979,117 | 181,639 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $39,174,849 | 178,644 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $52,413,886 | 175,691 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $47,931,174 | 168,748 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $43,364,856 | 167,032 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $40,977,143 | 162,918 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $21,501,891 | 153,344 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $19,412,508 | 160,090 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||