Position in FDX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$157,817
-$21,697 QoQ
Shares Held
504
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,632
of 1,932 holders
Holding Since
Dec 2020
23 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, 2026MONTAG A & ASSOCIATES INC holds $6,287,712 across 7 Integrated Freight & Logistics names. FDX ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
13,906 | $4,024,813 | |
| 2 | UPS |
United Parcel Service Inc
|
9,899 | $1,064,142 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
5,033 | $947,915 | |
| 4 | FDX |
Fedex Corp
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|
504 | $157,817 | |
| 5 | LSTR |
Landstar System Inc
|
250 | $51,702 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
251 | $37,901 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
21 | $3,422 |
All Filings in FDX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,817 | 504 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $179,514 | 504 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $145,585 | 504 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $107,057 | 454 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $103,198 | 454 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $110,676 | 454 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $127,723 | 454 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $124,250 | 454 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $136,127 | 454 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $131,541 | 454 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $114,848 | 454 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $54,043 | 204 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $50,571 | 204 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $46,611 | 204 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $35,332 | 204 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $62,802 | 423 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $95,898 | 423 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $97,646 | 422 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $109,146 | 422 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $59,646 | 272 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $59,964 | 201 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $57,092 | 201 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $52,183 | 201 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||