Birch Capital Management
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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
Q3 		$6.6M Buy
23,139
+343
+2% +$108K 3.09% 10
2026
Q2 		$7.14M Sell
22,796
-4,786
-17% -$1.74M 3.49% 9
2026
Q1 		$9.8M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sentry LLC
Sentry LLC Memphis, Tennessee $282M AUM 37.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Birch Capital Management's FDX Position: Q3 2026 in Review

Birch Capital Management increased its FedEx (FDX) stake by 1.5% in Q3 2026, buying an estimated $108K and bringing the position to 23,139 shares worth $6.6M. The position accounts for 3.09% of the portfolio, ranked #10.

Birch Capital Management first reported a position in FDX in Q3 2022 and has held it in 17 quarters since. The position peaked at $9.8M in Q1 2026. 753 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Birch Capital Management held 23,139 shares of FedEx worth $6.6M as of Q3 2026.
  • Birch Capital Management bought 343 FedEx shares in Q3 2026, an estimated $108K.
  • FedEx made up 3.09% of Birch Capital Management's portfolio in Q3 2026, its #10 holding.
  • Birch Capital Management first reported a position in FedEx in Q3 2022 and has held it in 17 quarters since.
  • Birch Capital Management's FedEx position peaked at $9.8M in Q1 2026.
  • 753 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.