Bar Harbor Wealth Management’s FedEx FDX Stock Holding History

Bar Harbor 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	$3.32M	Sell	10,587 -73	-0.7%	-$26.5K	0.18%	106
2026 Q1	$3.8M	Sell	10,660 -314	-3%	-$109K	0.22%	95
2025 Q4	$3.17M	Buy	10,974 +100	+0.9%	+$26.3K	0.18%	108
2025 Q3	$2.56M	Sell	10,874 -305	-3%	-$70.3K	0.15%	117
2025 Q2	$2.54M	Sell	11,179 -713	-6%	-$156K	0.16%	117
2025 Q1	$2.9M	Sell	11,892 -3,681	-24%	-$954K	0.19%	109
2024 Q4	$4.38M	Buy	15,573 +181	+1%	+$50.5K	0.29%	87
2024 Q3	$4.21M	Sell	15,392 -182	-1%	-$52.9K	0.27%	95
2024 Q2	$4.67M	Buy	15,574 +316	+2%	+$82.7K	0.31%	81
2024 Q1	$4.42M	Buy	15,258 +660	+5%	+$165K	0.3%	91
2023 Q4	$3.69M	Sell	14,598 -34	-0.2%	-$8.64K	0.28%	93
2023 Q3	$3.88M	Sell	14,632 -153	-1%	-$39.8K	0.31%	82
2023 Q2	$3.67M	Buy	14,785 +1,024	+7%	+$234K	0.28%	89
2023 Q1	$3.14M	Buy	13,761 +1,061	+8%	+$215K	0.25%	90
2022 Q4	$2.2M	Buy	12,700 +837	+7%	+$139K	0.18%	113
2022 Q3	$1.76M	Sell	11,863 -3,248	-21%	-$685K	0.15%	121
2022 Q2	$3.43M	Buy	15,111 +9,906	+190%	+$2.11M	0.27%	93
2022 Q1	$1.2M	Buy	5,205 +3,492	+204%	+$821K	0.11%	113
2021 Q4	$443K	Buy	1,713 +375	+28%	+$90K	0.04%	166
2021 Q3	$293K	Sell	1,338 -175	-12%	-$47.5K	0.03%	192
2021 Q2	$451K	Hold	1,513	–	–	0.04%	166
2021 Q1	$430K	Buy	1,513 +200	+15%	+$51.5K	0.04%	169
2020 Q4	$341K	Hold	1,313	–	–	0.03%	188
2020 Q3	$330K	Buy	+1,313	New	+$263K	0.04%	182
2019 Q3	–	Sell	-1,314	Closed	-$216K	–	307
2019 Q2	$216K	Hold	1,314	–	–	0.03%	292
2019 Q1	$238K	Sell	1,314 -271	-17%	-$47.9K	0.03%	263
2018 Q4	$256K	Buy	1,585 +137	+9%	+$29K	0.03%	247
2018 Q3	$349K	Sell	1,448 -28	-2%	-$6.78K	0.04%	231
2018 Q2	$335K	Hold	1,476	–	–	0.04%	236
2018 Q1	$354K	Sell	1,476 -9	-0.6%	-$2.27K	0.04%	231
2017 Q4	$371K	Hold	1,485	–	–	0.04%	222
2017 Q3	$335K	Hold	1,485	–	–	0.04%	232
2017 Q2	$323K	Sell	1,485 -803	-35%	-$159K	0.04%	241
2017 Q1	$447K	Buy	2,288 +271	+13%	+$51.8K	0.05%	214
2016 Q4	$376K	Hold	2,017	–	–	0.04%	250
2016 Q3	$352K	Hold	2,017	–	–	0.04%	253
2016 Q2	$306K	Hold	2,017	–	–	0.04%	251
2016 Q1	$328K	Hold	2,017	–	–	0.04%	238
2015 Q4	$301K	Hold	2,017	–	–	0.04%	233
2015 Q3	$290K	Sell	2,017 -40	-2%	-$6.38K	0.04%	237
2015 Q2	$351K	Buy	2,057 +20	+1%	+$3.48K	0.04%	217
2015 Q1	$337K	Hold	2,037	–	–	0.04%	223
2014 Q4	$353K	Hold	2,037	–	–	0.04%	210
2014 Q3	$329K	Buy	2,037 +11	+0.5%	+$1.67K	0.04%	209
2014 Q2	$307K	Hold	2,026	–	–	0.04%	212
2014 Q1	$269K	Hold	2,026	–	–	0.03%	219
2013 Q4	$291K	Hold	2,026	–	–	0.04%	218
2013 Q3	$231K	Buy	+2,026	New	+$219K	0.03%	228

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bar Harbor Wealth Management's FDX Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its FedEx (FDX) stake by 0.68% in Q2 2026, selling an estimated $26.5K and leaving 10,587 shares worth $3.32M. The position accounts for 0.18% of the portfolio, ranked #106.

Bar Harbor Wealth Management first reported a position in FDX in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.67M in Q2 2024. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Bar Harbor Wealth Management held 10,587 shares of FedEx worth $3.32M as of Q2 2026.
Bar Harbor Wealth Management sold 73 FedEx shares in Q2 2026, an estimated $26.5K.
FedEx made up 0.18% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #106 holding.
Bar Harbor Wealth Management first reported a position in FedEx in Q3 2013 and has held it in 48 quarters since.
Bar Harbor Wealth Management's FedEx position peaked at $4.67M in Q2 2024.
1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.