Position in FDX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,415,969
+$408,681 QoQ
Shares Held
8,418
-2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Center for Wealth Management Advisory holds $1,792,240 across 1 Integrated Freight & Logistics name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
16,672 | $1,792,240 |
All Filings in FDX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,415,969 | 6,783 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,007,288 | 6,949 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||