Position in FDX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$370,432
-$61,970 QoQ
Shares Held
1,183
-21.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,271
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, 2026Larry Mathis Financial Planning, LLC holds $1,070,042 across 2 Integrated Freight & Logistics names. FDX ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
6,508 | $699,610 | |
| 2 | FDX |
Fedex Corp
This page
|
1,183 | $370,432 |
All Filings in FDX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,432 | 1,183 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $432,402 | 1,214 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $358,764 | 1,242 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||