Beaconlight Capital’s FedEx FDX Stock Holding History

Beaconlight Capital’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	$5.41M	Buy	+15,201	New	+$5.28M	2.85%	12
2024 Q3	–	Sell	-11,249	Closed	-$3.37M	–	30
2024 Q2	$3.37M	Buy	+11,249	New	+$2.94M	1.51%	22
2023 Q4	–	Sell	-12,963	Closed	-$3.43M	–	33
2023 Q3	$3.43M	Sell	12,963 -10,446	-45%	-$2.72M	1.48%	23
2023 Q2	$5.8M	Buy	23,409 +11,597	+98%	+$2.65M	2.67%	13
2023 Q1	$2.7M	Buy	+11,812	New	+$2.4M	1.43%	20
2021 Q3	–	Sell	-9,382	Closed	-$2.8M	–	45
2021 Q2	$2.8M	Sell	9,382 -35,003	-79%	-$10.4M	1%	30
2021 Q1	$12.6M	Buy	44,385 +21,545	+94%	+$5.55M	2.03%	13
2020 Q4	$5.93M	Sell	22,840 -21,407	-48%	-$5.93M	1.8%	20
2020 Q3	$11.1M	Buy	+44,247	New	+$8.85M	3.98%	9

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

Beaconlight Capital's FDX Position: Q1 2026 in Review

Beaconlight Capital opened a new position in FedEx (FDX) in Q1 2026: 15,201 shares worth $5.41M. The stake represents 2.85% of the portfolio and ranks #12 among its holdings. This is a return to the name: Beaconlight Capital previously reported a position in FDX as recently as Q2 2024.

Beaconlight Capital first reported a position in FDX in Q3 2020 and has held it in 9 quarters since. The position peaked at $12.6M in Q1 2021. 2,029 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Beaconlight Capital held 15,201 shares of FedEx worth $5.41M as of Q1 2026.
FedEx was a new Beaconlight Capital position in Q1 2026.
FedEx made up 2.85% of Beaconlight Capital's portfolio in Q1 2026, its #12 holding.
Beaconlight Capital first reported a position in FedEx in Q3 2020 and has held it in 9 quarters since.
Beaconlight Capital's FedEx position peaked at $12.6M in Q1 2021.
2,029 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Beaconlight Capital's 13F filing for Q1 2026, filed 14 May 2026.