Basepoint Wealth’s FedEx FDX Stock Holding History

Basepoint Wealth’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 Q1	$312K	Buy	875 +7	+0.8%	+$2.43K	0.18%	79
2025 Q4	$251K	Sell	868 -392	-31%	-$103K	0.15%	81
2025 Q3	$297K	Buy	1,260 +7	+0.6%	+$1.61K	0.21%	80
2025 Q2	$285K	Sell	1,253 -4	-0.3%	-$876	0.22%	79
2025 Q1	$306K	Buy	1,257 +6	+0.5%	+$1.55K	0.24%	72
2024 Q4	$352K	Buy	1,251 +340	+37%	+$94.9K	0.28%	69
2024 Q3	$249K	Sell	911 -49	-5%	-$14.2K	0.18%	94
2024 Q2	$288K	Sell	960 -84	-8%	-$22K	0.23%	80
2024 Q1	$302K	Sell	1,044 -17	-2%	-$4.25K	0.23%	89
2023 Q4	$268K	Sell	1,061 -6,514	-86%	-$1.65M	0.22%	85
2023 Q3	$2.01M	Sell	7,575 -59	-0.8%	-$15.3K	1.64%	10
2023 Q2	$1.89M	Buy	7,634 +421	+6%	+$96.3K	1.56%	11
2023 Q1	$1.65M	Buy	7,213 +1,077	+18%	+$219K	1.38%	13
2022 Q4	$1.06M	Buy	6,136 +846	+16%	+$141K	0.94%	22
2022 Q3	$785K	Buy	5,290 +1,513	+40%	+$319K	0.84%	28
2022 Q2	$856K	Buy	3,777 +2,289	+154%	+$488K	0.89%	23
2022 Q1	$344K	Sell	1,488 -105	-7%	-$24.7K	0.32%	49
2021 Q4	$412K	Buy	+1,593	New	+$382K	0.4%	44

Other funds holding FDX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return