FedEx Corporation
MX ˙ BMV ˙ US31428X1063
SecurityMX:FDX / FedEx Corporation
InstitutionLRI Investments, LLC
Latest Disclosed Ownership822 shares
Latest Disclosed Value $ 292,664
LRI Investments, LLC reports 30.06% increase in ownership of FDX / FedEx Corporation

On April 30, 2026 - LRI Investments, LLC filed a 13F-HR form disclosing ownership of 822 shares of FedEx Corporation (MX:FDX) valued at $292,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 632 shares of FedEx Corporation. This represents a change in shares of 30.06% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F FEDEX CORP COM Stock 31428X106 822 190 30.06 293 60.44 0.0259
2026-02-04 2025-12-31 13F FEDEX CORP COM Stock 31428X106 632 31 5.16 183 29.08 0.0148
2025-11-03 2025-09-30 13F FEDEX CORP COM Stock 31428X106 601 -127 -17.45 142 -14.55 0.0116
2025-07-25 2025-06-30 13F FEDEX CORP COM Stock 31428X106 728 261 55.89 165 46.02 0.0141
2025-05-01 2025-03-31 13F FEDEX CORP COM Stock 31428X106 467 -215 -31.52 114 -40.84 0.0110
2025-02-14 2024-12-31 13F FEDEX CORP COM Stock 31428X106 682 18 2.71 192 -1.55 0.0185
2024-11-15 2024-09-30 13F FEDEX CORP COM Stock 31428X106 664 209 45.93 194 42.65 0.0188
2024-07-24 2024-06-30 13F FEDEX CORP COM Stock 31428X106 455 36 8.59 137 12.40 0.0155
2024-05-21 2024-03-31 13F/A-1 FEDEX CORP COM Stock 31428X106 419 419 121 0.0307
2024-05-14 2024-03-31 13F FEDEX CORP COM Stock 31428X106 460 460 123 0.0163
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.