Bell & Brown Wealth Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.53M | Sell |
21,149
-158
| -0.7% | -$54.8K | 2.44% | 11 |
|
|
2025
Q4 | $6.15M | Buy |
21,307
+521
| +3% | +$137K | 1.98% | 19 |
|
|
2025
Q3 | $4.9M | Buy |
20,786
+316
| +2% | +$72.9K | 1.6% | 25 |
|
|
2025
Q2 | $4.67M | Sell |
20,470
-103
| -0.5% | -$22.6K | 1.67% | 23 |
|
|
2025
Q1 | $5.02M | Buy |
20,573
+492
| +2% | +$128K | 1.96% | 20 |
|
|
2024
Q4 | $5.65M | Buy |
20,081
+454
| +2% | +$127K | 2.1% | 19 |
|
|
2024
Q3 | $5.37M | Sell |
19,627
-70
| -0.4% | -$20.3K | 2.1% | 17 |
|
|
2024
Q2 | $5.91M | Buy |
19,697
+80
| +0.4% | +$20.9K | 2.26% | 14 |
|
|
2024
Q1 | $5.68M | Sell |
19,617
-267
| -1% | -$66.8K | 2.43% | 17 |
|
|
2023
Q4 | $5.03M | Buy |
+19,884
| New | +$5.05M | 2.34% | 15 |
|
|
2023
Q2 | $5M | Buy |
20,169
+12
| +0.1% | +$2.75K | 2.5% | 12 |
|
|
2023
Q1 | $4.61M | Sell |
20,157
-105
| -0.5% | -$21.3K | 2.45% | 11 |
|
|
2022
Q4 | $3.51M | Buy |
20,262
+155
| +0.8% | +$25.8K | 1.93% | 21 |
|
|
2022
Q3 | $2.98M | Sell |
20,107
-55
| -0.3% | -$11.6K | 1.84% | 23 |
|
|
2022
Q2 | $4.57M | Sell |
20,162
-113
| -0.6% | -$24.1K | 2.44% | 11 |
|
|
2022
Q1 | $4.69M | Buy |
20,275
+69
| +0.3% | +$16.2K | 2.12% | 17 |
|
|
2021
Q4 | $4.95M | Buy |
20,206
+957
| +5% | +$230K | 2.39% | 15 |
|
|
2021
Q3 | $4.22M | Buy |
+19,249
| New | +$5.22M | 2.28% | 17 |
|
|
2020
Q3 | $5.47M | Sell |
19,274
-776
| -4% | -$155K | 3.96% | 2 |
|
|
2020
Q2 | $3.44M | Buy |
20,050
+422
| +2% | +$53.1K | 2.69% | 11 |
|
|
2020
Q1 | $2.29M | Buy |
19,628
+375
| +2% | +$52.8K | 2.13% | 18 |
|
|
2019
Q4 | $3.09M | Buy |
19,253
+1,737
| +10% | +$268K | 2.3% | 11 |
|
|
2019
Q3 | $2.48M | Buy |
17,516
+1,419
| +9% | +$229K | 2.03% | 16 |
|
|
2019
Q2 | $2.64M | Buy |
16,097
+969
| +6% | +$170K | 2.33% | 8 |
|
|
2019
Q1 | $2.74M | Buy |
15,128
+2,456
| +19% | +$434K | 2.5% | 5 |
|
|
2018
Q4 | $2.04M | Buy |
12,672
+1,774
| +16% | +$375K | 2.19% | 11 |
|
|
2018
Q3 | $2.4M | Buy |
10,898
+327
| +3% | +$79.2K | 2.23% | 8 |
|
|
2018
Q2 | $2.4M | Sell |
10,571
-190
| -2% | -$47.1K | 2.37% | 8 |
|
|
2018
Q1 | $2.65M | Sell |
10,761
-119
| -1% | -$30.1K | 2.79% | 3 |
|
|
2017
Q4 | $2.71M | Buy |
+10,880
| New | +$2.49M | 2.81% | 3 |
|
Other funds holding FDX
VCM
VPM
Bell & Brown Wealth Advisors's FDX Position: Q1 2026 in Review
Bell & Brown Wealth Advisors reduced its FedEx (FDX) stake by 0.74% in Q1 2026, selling an estimated $54.8K and leaving 21,149 shares worth $7.53M. The position accounts for 2.44% of the portfolio, ranked #11.
Bell & Brown Wealth Advisors first reported a position in FDX in Q4 2017 and has held it in 30 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.
- Bell & Brown Wealth Advisors held 21,149 shares of FedEx worth $7.53M as of Q1 2026.
- Bell & Brown Wealth Advisors sold 158 FedEx shares in Q1 2026, an estimated $54.8K.
- FedEx made up 2.44% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #11 holding.
- Bell & Brown Wealth Advisors first reported a position in FedEx in Q4 2017 and has held it in 30 quarters since.
- 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.