Bellwether Advisors’s FedEx FDX Stock Holding History

Bellwether 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 Q3	$1.21M	Buy	+4,237	New	+$1.33M	0.18%	103
2025 Q3	–	Sell	-20	Closed	-$4.55K	–	295
2025 Q2	$4.55K	Hold	20	–	–	﹤0.01%	424
2025 Q1	$4.88K	Hold	20	–	–	﹤0.01%	370
2024 Q4	$5.63K	Buy	+20	New	+$5.58K	﹤0.01%	371
2023 Q2	–	Sell	-20	Closed	-$4.75K	–	220
2023 Q1	$4.75K	Sell	20 -4,689	-100%	-$952K	﹤0.01%	309
2022 Q4	$816K	Buy	4,709 +4,649	+7,748%	+$773K	0.24%	79
2022 Q3	$8K	Buy	60 +40	+200%	+$8.44K	﹤0.01%	283
2022 Q2	$4K	Hold	20	–	–	﹤0.01%	297
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	381
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	395
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	389
2021 Q2	$5K	Hold	20	–	–	﹤0.01%	317
2021 Q1	$5K	Hold	20	–	–	﹤0.01%	298
2020 Q4	$5K	Buy	+20	New	+$5.54K	﹤0.01%	265

Other funds holding FDX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bellwether Advisors's FDX Position: Q3 2026 in Review

Bellwether Advisors opened a new position in FedEx (FDX) in Q3 2026: 4,237 shares worth $1.21M. The stake represents 0.18% of the portfolio and ranks #103 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in FDX as recently as Q2 2025.

Bellwether Advisors first reported a position in FDX in Q4 2020 and has held it in 14 quarters since. 1,259 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

Bellwether Advisors held 4,237 shares of FedEx worth $1.21M as of Q3 2026.
FedEx was a new Bellwether Advisors position in Q3 2026.
FedEx made up 0.18% of Bellwether Advisors's portfolio in Q3 2026, its #103 holding.
Bellwether Advisors first reported a position in FedEx in Q4 2020 and has held it in 14 quarters since.
1,259 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.