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Beaumont Financial Advisors’s FedEx FDX Stock Holding History

Beaumont Financial 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 		– Sell
-2,551
Closed -$737K – 381
2025
Q4 		$737K Hold
2,551
– – 0.05% 190
2025
Q3 		$602K Buy
2,551
+704
+38% +$162K 0.04% 215
2025
Q2 		$420K Sell
1,847
-194
-10% -$42.5K 0.03% 246
2025
Q1 		$498K Buy
2,041
+228
+13% +$59.1K 0.04% 217
2024
Q4 		$510K Buy
1,813
+933
+106% +$260K 0.04% 217
2024
Q3 		$241K Hold
880
– – 0.02% 312
2024
Q2 		$264K Sell
880
-263
-23% -$68.8K 0.02% 294
2024
Q1 		$331K Sell
1,143
-5
-0.4% -$1.25K 0.03% 261
2023
Q4 		$290K Buy
1,148
+15
+1% +$3.81K 0.03% 271
2023
Q3 		$300K Sell
1,133
-263
-19% -$68.4K 0.03% 246
2023
Q2 		$346K Buy
1,396
+34
+2% +$7.78K 0.03% 249
2023
Q1 		$311K Buy
1,362
+17
+1% +$3.45K 0.03% 243
2022
Q4 		$233K Sell
1,345
-3
-0.2% -$499 0.02% 288
2022
Q3 		$200K Sell
1,348
-4
-0.3% -$844 0.02% 292
2022
Q2 		$307K Buy
1,352
+6
+0.4% +$1.28K 0.03% 238
2022
Q1 		$311K Buy
+1,346
New +$316K 0.02% 275

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaumont Financial Advisors's FDX Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of FedEx (FDX) in Q1 2026, closing a stake of 2,551 shares — an estimated $737K sold.

Beaumont Financial Advisors first reported a position in FDX in Q1 2022 and held it in 16 quarters. The position peaked at $737K in Q4 2025. 2,038 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Beaumont Financial Advisors reported no remaining FedEx position as of Q1 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,551 FedEx shares in Q1 2026, an estimated $737K.
  • Beaumont Financial Advisors first reported a position in FedEx in Q1 2022 and held it in 16 quarters.
  • Beaumont Financial Advisors's FedEx position peaked at $737K in Q4 2025.
  • 2,038 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.