BFG
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Beacon Financial Group’s FedEx FDX Stock Holding History

Beacon Financial Group’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 		$216K Buy
691
+1
+0.1% +$363 0.02% 361
2026
Q1 		$246K Buy
+690
New +$240K 0.02% 317
2020
Q1 		– Sell
-3,992
Closed -$604K – 173
2019
Q4 		$604K Sell
3,992
-72
-2% -$11.1K 0.08% 147
2019
Q3 		$589K Buy
+4,064
New +$655K 0.1% 138

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Financial Group's FDX Position: Q2 2026 in Review

Beacon Financial Group increased its FedEx (FDX) stake by 0.14% in Q2 2026, buying an estimated $363 and bringing the position to 691 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #361.

Beacon Financial Group first reported a position in FDX in Q3 2019 and has held it in 4 quarters since. The position peaked at $604K in Q4 2019. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Beacon Financial Group held 691 shares of FedEx worth $216K as of Q2 2026.
  • Beacon Financial Group bought 1 FedEx share in Q2 2026, an estimated $363.
  • FedEx made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #361 holding.
  • Beacon Financial Group first reported a position in FedEx in Q3 2019 and has held it in 4 quarters since.
  • Beacon Financial Group's FedEx position peaked at $604K in Q4 2019.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.