Position in LSTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$95,339
-$154,724 QoQ
Shares Held
461
-65.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#422
of 543 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LSTR Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $4,873,616 across 8 Integrated Freight & Logistics names. LSTR ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
10,729 | $3,359,571 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,306 | $801,206 | |
| 3 | UPS |
United Parcel Service Inc
|
4,920 | $528,900 | |
| 4 | LSTR |
Landstar System Inc
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|
461 | $95,339 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
96 | $27,785 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
119 | $22,412 | |
| 7 | GXO |
GXO Logistics, Inc.
|
436 | $22,105 | |
| 8 | EXPD |
Expeditors International Of Washington Inc
|
100 | $16,298 |
All Filings in LSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,339 | 461 | Shares | Sole | 2026-07-28 | |
| 2024-09-30 | $250,063 | 1,324 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||