Beacon Investment Advisors’s FedEx FDX Stock Holding History

Beacon Investment Advisors’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	$3.09M	Sell	8,667 -127	-1%	-$44.1K	1.17%	23
2025 Q4	$2.54M	Sell	8,794 -22	-0.2%	-$5.78K	1.02%	29
2025 Q3	$2.08M	Buy	8,816 +15	+0.2%	+$3.46K	0.85%	32
2025 Q2	$2.01M	Buy	8,801 +15	+0.2%	+$3.29K	0.87%	30
2025 Q1	$2.14M	Buy	8,786 +93	+1%	+$24.1K	1.01%	27
2024 Q4	$2.45M	Buy	8,693 +126	+1%	+$35.2K	1.15%	25
2024 Q3	$2.34M	Buy	8,567 +15	+0.2%	+$4.36K	1.11%	22
2024 Q2	$2.56M	Buy	8,552 +2,509	+42%	+$656K	1.31%	18
2024 Q1	$1.75M	Buy	6,043 +298	+5%	+$74.5K	1%	31
2023 Q4	$1.45M	Buy	5,745 +56	+1%	+$14.2K	0.93%	34
2023 Q3	$1.51M	Buy	5,689 +10	+0.2%	+$2.6K	1.07%	29
2023 Q2	$1.41M	Buy	5,679 +1	+0%	+$229	0.96%	35
2023 Q1	$1.3M	Buy	5,678 +114	+2%	+$23.1K	0.95%	32
2022 Q4	$964K	Buy	+5,564	New	+$925K	0.8%	41

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Investment Advisors's FDX Position: Q1 2026 in Review

Beacon Investment Advisors reduced its FedEx (FDX) stake by 1.4% in Q1 2026, selling an estimated $44.1K and leaving 8,667 shares worth $3.09M. The position accounts for 1.17% of the portfolio, ranked #23.

Beacon Investment Advisors first reported a position in FDX in Q4 2022 and has held it in 14 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Beacon Investment Advisors held 8,667 shares of FedEx worth $3.09M as of Q1 2026.
Beacon Investment Advisors sold 127 FedEx shares in Q1 2026, an estimated $44.1K.
FedEx made up 1.17% of Beacon Investment Advisors's portfolio in Q1 2026, its #23 holding.
Beacon Investment Advisors first reported a position in FedEx in Q4 2022 and has held it in 14 quarters since.
2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.