Position in FDX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$170,029
+$27,557 QoQ
Shares Held
543
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,624
of 1,932 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $1,819,603 across 4 Integrated Freight & Logistics names. FDX ranks #3 (9.3% of the industry book) .
All Filings in FDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,029 | 543 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $142,472 | 400 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $115,543 | 400 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $94,323 | 400 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $90,923 | 400 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $7,313 | 30 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $15,473 | 55 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $15,052 | 55 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $20,988 | 70 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $27,525 | 95 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $110,041 | 435 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $115,240 | 435 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $107,836 | 435 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $106,247 | 465 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $80,538 | 465 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $89,082 | 600 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $151,895 | 670 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $201,309 | 870 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $218,550 | 845 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $156,353 | 713 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $233,592 | 783 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $226,663 | 798 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $212,369 | 818 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $176,818 | 703 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $105,585 | 753 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $114,954 | 948 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||