Councilmark Asset Management, LLC FDX FedEx Corp.

Ownership history in Councilmark Asset Management, LLC  ·  9 quarters on record

AI Ownership Summary

Councilmark Asset Management, LLC reported FedEx Corp. (FDX) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.43% in 2024 Q2. The latest visible filing shows FDX at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Councilmark Asset Management, LLC's position in FedEx Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDX was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Councilmark Asset Management, LLC held FDX — position size vs. price
% of Fund (quarterly)    FDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,317 -650 -33.0% 0.27% $469K 2026-05-12 $303.32
2025 Q4 REDUCED 1,967 -60 -3.0% 0.32% $568K 2026-02-09 $292.61
2025 Q3 UNCHANGED 2,027 0% 0.27% $478K 2025-11-05 $204.48
2025 Q2 UNCHANGED 2,027 0% 0.29% $461K 2025-08-12 $182.81
2025 Q1 UNCHANGED 2,027 0% 0.33% $494K 2025-05-07 $169.92
2024 Q4 UNCHANGED 2,027 0% 0.38% $570K 2025-02-11 $204.83
2024 Q3 UNCHANGED 2,027 0% 0.37% $555K 2024-11-14 $228.03
2024 Q2 UNCHANGED 2,027 0% 0.43% $608K 2024-08-01 $231.22
2024 Q1 INITIATED 2,027 0.42% $587K 2024-05-10 $205.17

FAQ About Councilmark Asset Management, LLC and FDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Councilmark Asset Management, LLC reported owning FDX?

Councilmark Asset Management, LLC reported FDX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FDX position in Councilmark Asset Management, LLC's portfolio?

The largest reported portfolio weight for FDX was 0.43% in 2024 Q2.

What is the latest reported FDX position on this page?

The most recent filing on this page is 2026 Q1, when Councilmark Asset Management, LLC reported 1,317 shares, equal to 0.27% of portfolio, with an estimated market value of $469K.

What does the chart on this FDX ownership page compare?

The chart compares Councilmark Asset Management, LLC's quarterly FDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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