BFG
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Birch Financial Group’s FedEx FDX Stock Holding History

Birch Financial Group’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 		$233K Buy
745
+1
+0.1% +$363 0.12% 121
2026
Q1 		$265K Sell
744
-11
-1% -$3.82K 0.15% 107
2025
Q4 		$218K Buy
+755
New +$198K 0.12% 127

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Birch Financial Group's FDX Position: Q2 2026 in Review

Birch Financial Group increased its FedEx (FDX) stake by 0.13% in Q2 2026, buying an estimated $363 and bringing the position to 745 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #121.

Birch Financial Group first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Birch Financial Group held 745 shares of FedEx worth $233K as of Q2 2026.
  • Birch Financial Group bought 1 FedEx share in Q2 2026, an estimated $363.
  • FedEx made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #121 holding.
  • Birch Financial Group first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Birch Financial Group's FedEx position peaked at $265K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.