Position in FDX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,413,430
-$556,908 QoQ
Shares Held
10,901
-21.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#536
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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $4,489,120 across 3 Integrated Freight & Logistics names. FDX ranks #1 (76.0% of the industry book) .
All Filings in FDX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,413,430 | 10,901 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,970,338 | 11,147 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,130,375 | 10,837 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,517,507 | 10,676 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,538,143 | 11,166 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,410,984 | 9,890 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,754,220 | 9,790 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,040,858 | 11,111 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,326,158 | 7,758 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,247,513 | 7,757 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,945,845 | 7,692 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,994,052 | 7,527 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,927,670 | 7,776 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,708,190 | 7,476 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,311,297 | 7,571 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $999,945 | 6,735 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,426,005 | 6,290 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,499,176 | 6,479 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,577,445 | 6,099 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,398,631 | 6,378 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,771,483 | 5,938 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,456,556 | 5,128 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,291,090 | 4,973 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,199,247 | 4,768 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $666,465 | 4,753 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $583,017 | 4,808 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||