Allen Wealth Management
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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
Q3 		$382K Sell
1,340
-765
-36% -$240K 0.19% 43
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sentry LLC
Sentry LLC Memphis, Tennessee $282M AUM 37.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Allen Wealth Management's FDX Position: Q3 2026 in Review

Allen Wealth Management reduced its FedEx (FDX) stake by 36% in Q3 2026, selling an estimated $240K and leaving 1,340 shares worth $382K. The position accounts for 0.19% of the portfolio, ranked #43.

Allen Wealth Management first reported a position in FDX in Q4 2023 and has held it in 12 quarters since. The position peaked at $821K in Q4 2023. 753 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Allen Wealth Management held 1,340 shares of FedEx worth $382K as of Q3 2026.
  • Allen Wealth Management sold 765 FedEx shares in Q3 2026, an estimated $240K.
  • FedEx made up 0.19% of Allen Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Allen Wealth Management first reported a position in FedEx in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's FedEx position peaked at $821K in Q4 2023.
  • 753 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.