Bartlett & Co Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.8M | Sell |
30,061
-8,147
| -21% | -$2.83M | 0.14% | 102 |
|
|
2025
Q4 | $11.1M | Sell |
38,208
-14,727
| -28% | -$3.87M | 0.15% | 104 |
|
|
2025
Q3 | $12.5M | Sell |
52,935
-8,400
| -14% | -$1.94M | 0.17% | 96 |
|
|
2025
Q2 | $14M | Sell |
61,335
-171,579
| -74% | -$37.6M | 0.2% | 84 |
|
|
2025
Q1 | $57.1M | Sell |
232,914
-9,226
| -4% | -$2.39M | 0.84% | 38 |
|
|
2024
Q4 | $68.5M | Sell |
242,140
-20,665
| -8% | -$5.77M | 0.99% | 31 |
|
|
2024
Q3 | $72.3M | Sell |
262,805
-1,375
| -0.5% | -$399K | 1.04% | 31 |
|
|
2024
Q2 | $79.6M | Sell |
264,180
-105
| -0% | -$27.5K | 1.21% | 27 |
|
|
2024
Q1 | $76.9M | Buy |
264,285
+942
| +0.4% | +$236K | 1.18% | 25 |
|
|
2023
Q4 | $67.1M | Buy |
263,343
+10,782
| +4% | +$2.74M | 1.09% | 27 |
|
|
2023
Q3 | $67.2M | Buy |
252,561
+8,782
| +4% | +$2.28M | 1.21% | 24 |
|
|
2023
Q2 | $60.7M | Buy |
243,779
+47,535
| +24% | +$10.9M | 1.05% | 26 |
|
|
2023
Q1 | $45.1M | Buy |
196,244
+4,474
| +2% | +$908K | 0.87% | 37 |
|
|
2022
Q4 | $33.4M | Sell |
191,770
-9,610
| -5% | -$1.6M | 0.67% | 44 |
|
|
2022
Q3 | $30.1M | Buy |
201,380
+5,167
| +3% | +$1.09M | 0.65% | 49 |
|
|
2022
Q2 | $44.7M | Buy |
196,213
+13,263
| +7% | +$2.83M | 0.91% | 36 |
|
|
2022
Q1 | $42.5M | Buy |
182,950
+1,311
| +0.7% | +$308K | 0.74% | 47 |
|
|
2021
Q4 | $47M | Buy |
181,639
+2,995
| +2% | +$719K | 0.8% | 43 |
|
|
2021
Q3 | $39.3M | Buy |
178,644
+2,953
| +2% | +$801K | 0.75% | 48 |
|
|
2021
Q2 | $52.5M | Buy |
175,691
+6,943
| +4% | +$2.06M | 1% | 37 |
|
|
2021
Q1 | $48M | Buy |
168,748
+1,716
| +1% | +$442K | 0.97% | 37 |
|
|
2020
Q4 | $43.4M | Buy |
167,032
+4,114
| +3% | +$1.14M | 0.92% | 37 |
|
|
2020
Q3 | $41.1M | Buy |
162,918
+9,574
| +6% | +$1.91M | 0.96% | 36 |
|
|
2020
Q2 | $21.6M | Sell |
153,344
-6,746
| -4% | -$849K | 0.56% | 54 |
|
|
2020
Q1 | $19.5M | Buy |
160,090
+34
| +0% | +$4.79K | 0.59% | 51 |
|
|
2019
Q4 | $24.3M | Sell |
160,056
-14,787
| -8% | -$2.28M | 0.59% | 51 |
|
|
2019
Q3 | $25.6M | Buy |
174,843
+37,854
| +28% | +$6.1M | 0.67% | 48 |
|
|
2019
Q2 | $22.6M | Sell |
136,989
-984
| -0.7% | -$172K | 0.84% | 48 |
|
|
2019
Q1 | $25.1M | Buy |
137,973
+58
| +0% | +$10.3K | 0.96% | 41 |
|
|
2018
Q4 | $22.3M | Sell |
137,915
-63
| -0% | -$13.3K | 0.95% | 41 |
|
|
2018
Q3 | $33.3M | Buy |
137,978
+336
| +0.2% | +$81.4K | 1.25% | 24 |
|
|
2018
Q2 | $31.3M | Sell |
137,642
-1,445
| -1% | -$358K | 1.27% | 25 |
|
|
2018
Q1 | $33.5M | Buy |
+139,087
| New | +$35.2M | 1.38% | 25 |
|
Other funds holding FDX
VCM
VPM
Bartlett & Co Wealth Management's FDX Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its FedEx (FDX) stake by 21% in Q1 2026, selling an estimated $2.83M and leaving 30,061 shares worth $10.8M. The position accounts for 0.14% of the portfolio, ranked #102.
Bartlett & Co Wealth Management first reported a position in FDX in Q1 2018 and has held it in 33 quarters since. The position peaked at $79.6M in Q2 2024. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.
- Bartlett & Co Wealth Management held 30,061 shares of FedEx worth $10.8M as of Q1 2026.
- Bartlett & Co Wealth Management sold 8,147 FedEx shares in Q1 2026, an estimated $2.83M.
- FedEx made up 0.14% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #102 holding.
- Bartlett & Co Wealth Management first reported a position in FedEx in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's FedEx position peaked at $79.6M in Q2 2024.
- 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.