Alan B. Lancz & Associates’s FedEx FDX Stock Holding History

Alan B. Lancz & Associates’s Portfolio FDX Stock Details FDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$588K	Sell	1,650 -400	-20%	-$139K	0.57%	48
2025 Q4	$592K	Hold	2,050	–	–	0.52%	50
2025 Q3	$483K	Hold	2,050	–	–	0.44%	59
2025 Q2	$466K	Hold	2,050	–	–	0.47%	55
2025 Q1	$500K	Hold	2,050	–	–	0.53%	50
2024 Q4	$577K	Sell	2,050 -150	-7%	-$41.9K	0.59%	40
2024 Q3	$602K	Hold	2,200	–	–	0.55%	43
2024 Q2	$660K	Buy	+2,200	New	+$575K	0.65%	34
2023 Q4	$632K	Sell	2,500 -100	-4%	-$25.4K	0.66%	33
2023 Q3	$689K	Hold	2,600	–	–	0.78%	31
2023 Q2	$645K	Hold	2,600	–	–	0.69%	35
2023 Q1	$594K	Hold	2,600	–	–	0.62%	37
2022 Q4	$490K	Hold	2,600	–	–	0.5%	57
2022 Q3	$386K	Hold	2,600	–	–	0.46%	65
2022 Q2	$606K	Sell	2,600 -300	-10%	-$64K	0.6%	39
2022 Q1	$671K	Hold	2,900	–	–	0.59%	41
2021 Q4	$750K	Buy	+2,900	New	+$696K	0.66%	38

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alan B. Lancz & Associates's FDX Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its FedEx (FDX) stake by 20% in Q1 2026, selling an estimated $139K and leaving 1,650 shares worth $588K. The position accounts for 0.57% of the portfolio, ranked #48.

Alan B. Lancz & Associates first reported a position in FDX in Q4 2021 and has held it in 17 quarters since. The position peaked at $750K in Q4 2021. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Alan B. Lancz & Associates held 1,650 shares of FedEx worth $588K as of Q1 2026.
Alan B. Lancz & Associates sold 400 FedEx shares in Q1 2026, an estimated $139K.
FedEx made up 0.57% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #48 holding.
Alan B. Lancz & Associates first reported a position in FedEx in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's FedEx position peaked at $750K in Q4 2021.
2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.