Annex Advisory Services’s FedEx FDX Stock Holding History

Annex Advisory Services’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	$858K	Buy	2,740 +23	+0.8%	+$8.36K	0.01%	206
2026 Q1	$968K	Buy	2,717 +10	+0.4%	+$3.47K	0.02%	189
2025 Q4	$782K	Buy	+2,707	New	+$711K	0.01%	199
2022 Q4	–	Sell	-15,176	Closed	-$2.25M	–	258
2022 Q3	$2.25M	Buy	15,176 +779	+5%	+$164K	0.15%	88
2022 Q2	$3.26M	Buy	14,397 +1,585	+12%	+$338K	0.24%	73
2022 Q1	$2.96M	Buy	12,812 +5,851	+84%	+$1.37M	0.22%	80
2021 Q4	$1.8M	Buy	6,961 +4,868	+233%	+$1.17M	0.12%	94
2021 Q3	$459K	Sell	2,093 -127	-6%	-$34.5K	0.04%	147
2021 Q2	$656K	Buy	2,220 +154	+7%	+$45.7K	0.05%	134
2021 Q1	$587K	Buy	2,066 +1,193	+137%	+$307K	0.06%	130
2020 Q4	$227K	Buy	+873	New	+$242K	0.02%	174

Other funds holding FDX

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Annex Advisory Services's FDX Position: Q2 2026 in Review

Annex Advisory Services increased its FedEx (FDX) stake by 0.85% in Q2 2026, buying an estimated $8.36K and bringing the position to 2,740 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #206.

Annex Advisory Services first reported a position in FDX in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.26M in Q2 2022. 318 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Annex Advisory Services held 2,740 shares of FedEx worth $858K as of Q2 2026.
Annex Advisory Services bought 23 FedEx shares in Q2 2026, an estimated $8.36K.
FedEx made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #206 holding.
Annex Advisory Services first reported a position in FedEx in Q4 2020 and has held it in 11 quarters since.
Annex Advisory Services's FedEx position peaked at $3.26M in Q2 2022.
318 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.