Position in FWRD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$573,972
-$133,111 QoQ
Shares Held
42,485
+0.4% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 185 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026LPL Financial LLC holds $396,188,299 across 14 Integrated Freight & Logistics names. FWRD ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
1,604,877 | $172,524,277 | |
| 2 | FDX |
Fedex Corp
|
369,852 | $115,811,756 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
178,383 | $29,072,861 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
175,987 | $26,574,037 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
122,260 | $23,026,448 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
52,680 | $15,247,172 | |
| 7 | LSTR |
Landstar System Inc
|
23,252 | $4,808,746 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
226,796 | $3,973,465 |
All Filings in FWRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,972 | 42,485 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $707,083 | 42,315 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,080,700 | 43,228 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,091,571 | 42,573 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $245,547 | 10,006 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||