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BFSG LLC’s FedEx FDX Stock Holding History

BFSG LLC’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
Q2 		$31.4K Sell
100
-10
-9% -$3.63K ﹤0.01% 474
2026
Q1 		$39.2K Sell
110
-141
-56% -$48.9K ﹤0.01% 440
2025
Q4 		$72.4K Buy
251
+1
+0.4% +$263 0.01% 374
2025
Q3 		$59K Hold
250
– – 0.01% 394
2025
Q2 		$56.8K Hold
250
– – 0.01% 380
2025
Q1 		$60.8K Sell
250
-40
-14% -$10.4K 0.01% 359
2024
Q4 		$81.7K Sell
290
-735
-72% -$205K 0.01% 334
2024
Q3 		$281K Buy
1,025
+261
+34% +$75.8K 0.03% 213
2024
Q2 		$229K Sell
764
-113
-13% -$29.6K 0.03% 216
2024
Q1 		$254K Hold
877
– – 0.03% 213
2023
Q4 		$222K Sell
877
-50
-5% -$12.7K 0.03% 228
2023
Q3 		$246K Buy
+927
New +$241K 0.04% 211
2022
Q1 		– Sell
-4,263
Closed -$1.1M – 213
2021
Q4 		$1.1M Buy
+4,263
New +$1.02M 0.15% 132
2021
Q2 		– Sell
-3,371
Closed -$957K – 157
2021
Q1 		$957K Buy
3,371
+425
+14% +$109K 0.16% 128
2020
Q4 		$765K Buy
2,946
+90
+3% +$24.9K 0.13% 140
2020
Q3 		$718K Buy
+2,856
New +$571K 0.13% 129
2018
Q4 		– Sell
-1,190
Closed -$287K – 105
2018
Q3 		$287K Buy
1,190
+170
+17% +$41.2K 0.12% 116
2018
Q2 		$232K Buy
+1,020
New +$253K 0.1% 124
2018
Q1 		– Sell
-855
Closed -$213K – 155
2017
Q4 		$213K Buy
+855
New +$196K 0.09% 138

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

BFSG LLC's FDX Position: Q2 2026 in Review

BFSG LLC reduced its FedEx (FDX) stake by 9.1% in Q2 2026, selling an estimated $3.63K and leaving 100 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

BFSG LLC first reported a position in FDX in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2021. 359 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • BFSG LLC held 100 shares of FedEx worth $31.4K as of Q2 2026.
  • BFSG LLC sold 10 FedEx shares in Q2 2026, an estimated $3.63K.
  • FedEx made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #474 holding.
  • BFSG LLC first reported a position in FedEx in Q4 2017 and has held it in 19 quarters since.
  • BFSG LLC's FedEx position peaked at $1.1M in Q4 2021.
  • 359 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.