Position in FDX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$266,786
+$2,857 QoQ
Shares Held
852
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,432
of 1,932 holders
Holding Since
Dec 2025
3 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, 2026Peak Retirement Planning, Inc. holds $600,573 across 2 Integrated Freight & Logistics names. FDX ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
3,105 | $333,787 | |
| 2 | FDX |
Fedex Corp
This page
|
852 | $266,786 |
All Filings in FDX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,786 | 852 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $263,929 | 741 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $207,979 | 720 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||