Allen Wealth Management’s FedEx FDX Stock Holding History

Allen Wealth Management’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 Q2	$659K	Sell	2,105 -100	-5%	-$36.3K	0.32%	38
2026 Q1	$785K	Hold	2,205	–	–	0.39%	38
2025 Q4	$637K	Sell	2,205 -34	-2%	-$8.93K	0.38%	40
2025 Q3	$528K	Sell	2,239 -191	-8%	-$44K	0.36%	40
2025 Q2	$552K	Sell	2,430 -100	-4%	-$21.9K	0.39%	36
2025 Q1	$617K	Sell	2,530 -20	-0.8%	-$5.18K	0.42%	36
2024 Q4	$717K	Sell	2,550 -5	-0.2%	-$1.4K	0.51%	36
2024 Q3	$699K	Sell	2,555 -65	-2%	-$18.9K	0.48%	34
2024 Q2	$786K	Sell	2,620 -50	-2%	-$13.1K	0.7%	33
2024 Q1	$774K	Sell	2,670 -575	-18%	-$144K	0.68%	35
2023 Q4	$821K	Buy	+3,245	New	+$824K	0.8%	32

Other funds holding FDX

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Allen Wealth Management's FDX Position: Q2 2026 in Review

Allen Wealth Management reduced its FedEx (FDX) stake by 4.5% in Q2 2026, selling an estimated $36.3K and leaving 2,105 shares worth $659K. The position accounts for 0.32% of the portfolio, ranked #38.

Allen Wealth Management first reported a position in FDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $821K in Q4 2023. 851 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Allen Wealth Management held 2,105 shares of FedEx worth $659K as of Q2 2026.
Allen Wealth Management sold 100 FedEx shares in Q2 2026, an estimated $36.3K.
FedEx made up 0.32% of Allen Wealth Management's portfolio in Q2 2026, its #38 holding.
Allen Wealth Management first reported a position in FedEx in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's FedEx position peaked at $821K in Q4 2023.
851 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.