BRWA
FDX icon

B. Riley Wealth Advisors’s FedEx FDX Stock Holding History

B. Riley Wealth Advisors’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 		$2.07M Buy
6,350
+131
+2% +$47.6K 0.11% 177
2026
Q1 		$2.13M Sell
6,219
-1,042
-14% -$362K 0.13% 158
2025
Q4 		$2.1M Sell
7,261
-755
-9% -$198K 0.1% 197
2025
Q3 		$1.89M Buy
8,016
+3,151
+65% +$726K 0.09% 215
2025
Q2 		$1.11M Buy
+4,865
New +$1.07M 0.05% 335
2024
Q4 		$2.54M Sell
8,986
-662
-7% -$185K 0.08% 238
2024
Q3 		$2.63M Sell
9,648
-1,167
-11% -$339K 0.07% 261
2024
Q2 		$3.26M Sell
10,815
-3,129
-22% -$818K 0.08% 228
2024
Q1 		$3.71M Buy
13,944
+1,894
+16% +$474K 0.1% 204
2023
Q4 		$3.06M Sell
12,050
-1,894
-14% -$481K 0.08% 251
2023
Q3 		$3.71M Sell
13,944
-1,416
-9% -$368K 0.1% 204
2023
Q2 		$3.82M Sell
15,360
-267
-2% -$61.1K 0.09% 233
2023
Q1 		$3.58M Sell
15,627
-1,002
-6% -$203K 0.1% 215
2022
Q4 		$2.9M Sell
16,629
-10,268
-38% -$1.71M 0.08% 251
2022
Q3 		$4M Buy
26,897
+9,138
+51% +$1.93M 0.12% 179
2022
Q2 		$4.03M Sell
17,759
-1,841
-9% -$393K 0.17% 132
2022
Q1 		$4.54M Sell
19,600
-4,238
-18% -$996K 0.15% 144
2021
Q4 		$6.17M Buy
23,838
+501
+2% +$120K 0.18% 121
2021
Q3 		$5.21M Sell
23,337
-11,302
-33% -$3.07M 0.17% 135
2021
Q2 		$10.3M Buy
34,639
+17,942
+107% +$5.32M 0.34% 61
2021
Q1 		$4.72M Buy
16,697
+9,681
+138% +$2.49M 0.17% 142
2020
Q4 		$1.82M Sell
7,016
-409
-6% -$113K 0.1% 217
2020
Q3 		$1.68M Buy
7,425
+1,470
+25% +$294K 0.09% 227
2020
Q2 		$836K Sell
5,955
-970
-14% -$122K 0.06% 318
2020
Q1 		$840K Buy
6,925
+3,751
+118% +$528K 0.07% 269
2019
Q4 		$480K Buy
3,174
+235
+8% +$36.2K 0.04% 448
2019
Q3 		$428K Sell
2,939
-1,384
-32% -$223K 0.04% 453
2019
Q2 		$710K Sell
4,323
-1,298
-23% -$227K 0.08% 267
2019
Q1 		$1.02M Buy
5,621
+387
+7% +$68.4K 0.13% 181
2018
Q4 		$845K Buy
5,234
+1,485
+40% +$314K 0.12% 181
2018
Q3 		$904K Buy
3,749
+613
+20% +$148K 0.11% 207
2018
Q2 		$713K Buy
3,136
+601
+24% +$149K 0.09% 232
2018
Q1 		$610K Sell
2,535
-362
-12% -$91.5K 0.09% 258
2017
Q4 		$723K Buy
2,897
+369
+15% +$84.4K 0.1% 232
2017
Q3 		$571K Buy
2,528
+619
+32% +$132K 0.09% 234
2017
Q2 		$415K Buy
1,909
+257
+16% +$50.7K 0.08% 288
2017
Q1 		$323K Buy
1,652
+228
+16% +$43.6K 0.06% 316
2016
Q4 		$266K Sell
1,424
-79
-5% -$14.5K 0.05% 375
2016
Q3 		$263K Buy
+1,503
New +$246K 0.05% 449
2015
Q3 		– Sell
-2,058
Closed -$352K – 574
2015
Q2 		$352K Buy
2,058
+398
+24% +$69.3K 0.09% 289
2015
Q1 		$275K Sell
1,660
-153
-8% -$26.6K 0.07% 386
2014
Q4 		$315 Buy
+1,813
New +$307K 0.01% 1090
2014
Q3 		– Sell
-503
Closed -$76.1K – 1067
2014
Q2 		$76.1K Buy
+503
New +$70.3K 0.02% 841

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

B. Riley Wealth Advisors's FDX Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its FedEx (FDX) stake by 2.1% in Q2 2026, buying an estimated $47.6K and bringing the position to 6,350 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #177.

B. Riley Wealth Advisors first reported a position in FDX in Q2 2014 and has held it in 43 quarters since. The position peaked at $10.3M in Q2 2021. 359 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • B. Riley Wealth Advisors held 6,350 shares of FedEx worth $2.07M as of Q2 2026.
  • B. Riley Wealth Advisors bought 131 FedEx shares in Q2 2026, an estimated $47.6K.
  • FedEx made up 0.11% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • B. Riley Wealth Advisors first reported a position in FedEx in Q2 2014 and has held it in 43 quarters since.
  • B. Riley Wealth Advisors's FedEx position peaked at $10.3M in Q2 2021.
  • 359 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.