AWM
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Athena Wealth Management’s FedEx FDX Stock Holding History

Athena 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 		$792K Sell
2,528
-584
-19% -$212K 0.59% 46
2026
Q1 		$1.11M Buy
3,112
+1,128
+57% +$392K 0.91% 28
2025
Q4 		$573K Buy
+1,984
New +$521K 0.56% 40

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

Athena Wealth Management reduced its FedEx (FDX) stake by 19% in Q2 2026, selling an estimated $212K and leaving 2,528 shares worth $792K. The position accounts for 0.59% of the portfolio, ranked #46.

Athena Wealth Management first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 454 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Athena Wealth Management held 2,528 shares of FedEx worth $792K as of Q2 2026.
  • Athena Wealth Management sold 584 FedEx shares in Q2 2026, an estimated $212K.
  • FedEx made up 0.59% of Athena Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Athena Wealth Management first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's FedEx position peaked at $1.11M in Q1 2026.
  • 454 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.