Bay Harbor Wealth Management’s FedEx FDX Stock Holding History

Bay 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	$12.2K	Buy	39 +6	+18%	+$2.18K	﹤0.01%	250
2026 Q1	$11.8K	Buy	33 +9	+38%	+$3.12K	﹤0.01%	197
2025 Q4	$6.96K	Buy	24 +13	+118%	+$3.41K	﹤0.01%	222
2025 Q3	$2.61K	Buy	11 +3	+38%	+$692	﹤0.01%	319
2025 Q2	$1.83K	Buy	8 +2	+33%	+$438	﹤0.01%	324
2025 Q1	$1.47K	Buy	+6	New	+$1.55K	﹤0.01%	234
2021 Q1	–	Sell	-65	Closed	-$17K	–	285
2020 Q4	$17K	Hold	65	–	–	0.01%	212
2020 Q3	$16K	Hold	65	–	–	0.01%	213
2020 Q2	$9K	Hold	65	–	–	﹤0.01%	219
2020 Q1	$8K	Sell	65 -5	-7%	-$704	﹤0.01%	215
2019 Q4	$11K	Hold	70	–	–	0.01%	222
2019 Q3	$10K	Hold	70	–	–	0.01%	237
2019 Q2	$11K	Sell	70 -4	-5%	-$700	0.01%	232
2019 Q1	$13K	Hold	74	–	–	0.01%	253
2018 Q4	$12K	Buy	+74	New	+$15.7K	0.01%	241

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

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

Bay Harbor Wealth Management increased its FedEx (FDX) stake by 18% in Q2 2026, buying an estimated $2.18K and bringing the position to 39 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Bay Harbor Wealth Management first reported a position in FDX in Q4 2018 and has held it in 15 quarters since. The position peaked at $17K in Q4 2020. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Bay Harbor Wealth Management held 39 shares of FedEx worth $12.2K as of Q2 2026.
Bay Harbor Wealth Management bought 6 FedEx shares in Q2 2026, an estimated $2.18K.
FedEx made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #250 holding.
Bay Harbor Wealth Management first reported a position in FedEx in Q4 2018 and has held it in 15 quarters since.
Bay Harbor Wealth Management's FedEx position peaked at $17K in Q4 2020.
1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.