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Beacon Financial Strategies’s FedEx FDX Stock Holding History

Beacon Financial Strategies’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 		$46.5K Hold
148
– – 0.02% 102
2026
Q1 		$52.9K Hold
148
– – 0.03% 72
2025
Q4 		$42.9K Buy
+148
New +$38.9K 0.02% 84

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Beacon Financial Strategies held its FedEx (FDX) position steady in Q2 2026 at 148 shares worth $46.5K. The position accounts for 0.02% of the portfolio, ranked #102.

Beacon Financial Strategies first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.9K in Q1 2026. 289 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Beacon Financial Strategies held 148 shares of FedEx worth $46.5K as of Q2 2026.
  • Beacon Financial Strategies left its FedEx share count unchanged in Q2 2026.
  • FedEx made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #102 holding.
  • Beacon Financial Strategies first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's FedEx position peaked at $52.9K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.