Position in FWRD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$707,083
-$373,617 QoQ
Shares Held
42,315
-2.1% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026LPL Financial LLC holds $321,737,057 across 10 Integrated Freight & Logistics names. FWRD ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
1,547,042 | $152,197,991 | |
| 2 | FDX |
Fedex Corp
|
356,619 | $102,353,397 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
185,236 | $26,531,352 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
112,283 | $18,646,837 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
53,897 | $11,420,774 | |
| 6 | LSTR |
Landstar System Inc
|
27,102 | $4,344,721 | |
| 7 | GXO |
GXO Logistics, Inc.
|
57,322 | $2,972,145 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
214,245 | $2,367,407 |
All Filings in FWRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||