BigSur Wealth Management’s FedEx FDX Stock Holding History

BigSur Wealth Management’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	$352K	Hold	1,120	–	–	0.08%	134
2026 Q1	$401K	Hold	1,120	–	–	0.11%	131
2025 Q4	$325K	Hold	1,120	–	–	0.08%	133
2025 Q3	$266K	Hold	1,120	–	–	0.07%	142
2025 Q2	$256K	Hold	1,120	–	–	0.06%	140
2025 Q1	$275K	Hold	1,120	–	–	0.07%	133
2024 Q4	$317K	Hold	1,120	–	–	0.09%	126
2024 Q3	$308K	Hold	1,120	–	–	0.08%	129
2024 Q2	$337K	Hold	1,120	–	–	0.1%	125
2024 Q1	$326K	Buy	+1,120	New	+$280K	0.1%	124
2019 Q2	–	Sell	-1,200	Closed	-$218K	–	105
2019 Q1	$218K	Buy	+1,200	New	+$212K	0.14%	96
2018 Q4	–	Sell	-1,200	Closed	-$290K	–	102
2018 Q3	$290K	Hold	1,200	–	–	0.18%	81
2018 Q2	$273K	Hold	1,200	–	–	0.2%	80
2018 Q1	$289K	Hold	1,200	–	–	0.21%	87
2017 Q4	$300K	Hold	1,200	–	–	0.3%	70
2017 Q3	$271K	Hold	1,200	–	–	0.27%	74
2017 Q2	$250K	Hold	1,200	–	–	0.25%	78
2017 Q1	$229K	Hold	1,200	–	–	0.25%	77
2016 Q4	$224K	Buy	+1,200	New	+$220K	0.3%	69

Other funds holding FDX

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BigSur Wealth Management's FDX Position: Q2 2026 in Review

BigSur Wealth Management held its FedEx (FDX) position steady in Q2 2026 at 1,120 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #134.

BigSur Wealth Management first reported a position in FDX in Q4 2016 and has held it in 19 quarters since. The position peaked at $401K in Q1 2026. 454 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

BigSur Wealth Management held 1,120 shares of FedEx worth $352K as of Q2 2026.
BigSur Wealth Management left its FedEx share count unchanged in Q2 2026.
FedEx made up 0.08% of BigSur Wealth Management's portfolio in Q2 2026, its #134 holding.
BigSur Wealth Management first reported a position in FedEx in Q4 2016 and has held it in 19 quarters since.
BigSur Wealth Management's FedEx position peaked at $401K in Q1 2026.
454 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.