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Birch Capital Management’s FedEx FDX Stock Holding History

Birch Capital 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 		$7.14M Sell
22,796
-4,786
-17% -$1.74M 3.49% 9
2026
Q1 		$9.82M Sell
27,582
-188
-0.7% -$65.3K 5.15% 4
2025
Q4 		$8.02M Buy
27,770
+3,626
+15% +$952K 4% 7
2025
Q3 		$5.69M Buy
24,144
+10,326
+75% +$2.38M 2.91% 11
2025
Q2 		$3.14M Buy
13,818
+487
+4% +$107K 1.61% 22
2025
Q1 		$3.25M Sell
13,331
-2,218
-14% -$575K 1.69% 22
2024
Q4 		$4.37M Buy
15,549
+9,599
+161% +$2.68M 2.2% 18
2024
Q3 		$1.63M Buy
5,950
+673
+13% +$195K 0.8% 36
2024
Q2 		$1.58M Buy
5,277
+245
+5% +$64.1K 0.82% 36
2024
Q1 		$1.46M Sell
5,032
-3,613
-42% -$904K 0.76% 35
2023
Q4 		$2.19M Sell
8,645
-3,299
-28% -$838K 1.26% 25
2023
Q3 		$3.16M Sell
11,944
-1,781
-13% -$463K 2% 18
2023
Q2 		$3.4M Buy
13,725
+1,008
+8% +$231K 2.07% 17
2023
Q1 		$2.91M Buy
12,717
+1,455
+13% +$295K 1.87% 20
2022
Q4 		$1.95M Buy
11,262
+10,937
+3,365% +$1.82M 1.34% 25
2022
Q3 		$48.3K Buy
+325
New +$68.6K 0.04% 74

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Birch Capital Management's FDX Position: Q2 2026 in Review

Birch Capital Management reduced its FedEx (FDX) stake by 17% in Q2 2026, selling an estimated $1.74M and leaving 22,796 shares worth $7.14M. The position accounts for 3.49% of the portfolio, ranked #9.

Birch Capital Management first reported a position in FDX in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.82M in Q1 2026. 768 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Birch Capital Management held 22,796 shares of FedEx worth $7.14M as of Q2 2026.
  • Birch Capital Management sold 4,786 FedEx shares in Q2 2026, an estimated $1.74M.
  • FedEx made up 3.49% of Birch Capital Management's portfolio in Q2 2026, its #9 holding.
  • Birch Capital Management first reported a position in FedEx in Q3 2022 and has held it in 16 quarters since.
  • Birch Capital Management's FedEx position peaked at $9.82M in Q1 2026.
  • 768 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.