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Disclosery

Summit Asset Management, LLC: FDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Asset Management, LLC on FDX, newest first. How the timeline and the estimate are built.

Summit Asset Management, LLC held 7,915 FDX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,915 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $2,478,420.

    13F-HR 0001398344-26-013632 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,914 shares
    Change vs previous 13F +47 shares

    0.39% of the 13F portfolio, value $2,818,916.

    13F-HR 0001398344-26-008718 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,867 shares
    Change vs previous 13F -19 shares

    0.32% of the 13F portfolio, value $2,272,601.

    13F-HR 0001398344-26-002477 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,886 shares
    Change vs previous 13F +32 shares

    0.29% of the 13F portfolio, value $1,859,702.

    13F-HR 0001398344-25-020413 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,854 shares
    Change vs previous 13F -7 shares

    0.29% of the 13F portfolio, value $1,785,386.

    13F-HR 0001398344-25-014658 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,861 shares
    Change vs previous 13F +16 shares

    0.33% of the 13F portfolio, value $1,916,463.

    13F-HR 0001398344-25-008723 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,845 shares
    Change vs previous 13F -539 shares

    0.39% of the 13F portfolio, value $2,206,922.

    13F-HR 0001398344-25-001793 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,384 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,294,466.

    13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).