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Apella Capital’s FedEx FDX Stock Holding History

Apella Capital’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 		$1.74M Buy
5,564
+273
+5% +$99.2K 0.02% 286
2026
Q1 		$2.08M Buy
5,291
+254
+5% +$88.2K 0.03% 252
2025
Q4 		$1.45M Buy
5,037
+155
+3% +$40.7K 0.03% 237
2025
Q3 		$1.16M Buy
4,882
+128
+3% +$29.5K 0.03% 235
2025
Q2 		$1.12M Buy
4,754
+52
+1% +$11.4K 0.03% 206
2025
Q1 		$1.02M Buy
+4,702
New +$1.22M 0.04% 181

Other funds holding FDX

WA
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Apella Capital's FDX Position: Q2 2026 in Review

Apella Capital increased its FedEx (FDX) stake by 5.2% in Q2 2026, buying an estimated $99.2K and bringing the position to 5,564 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #286.

Apella Capital first reported a position in FDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.08M in Q1 2026. 871 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Apella Capital held 5,564 shares of FedEx worth $1.74M as of Q2 2026.
  • Apella Capital bought 273 FedEx shares in Q2 2026, an estimated $99.2K.
  • FedEx made up 0.02% of Apella Capital's portfolio in Q2 2026, its #286 holding.
  • Apella Capital first reported a position in FedEx in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's FedEx position peaked at $2.08M in Q1 2026.
  • 871 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.