Birchbrook’s FedEx FDX Stock Holding History

Birchbrook’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	$570K	Sell	1,999 -11	-0.5%	-$3.46K	0.27%	52
2026 Q2	$629K	Sell	2,010 -1,585	-44%	-$576K	0.3%	51
2026 Q1	$1.28M	Sell	3,595 -243	-6%	-$84.4K	0.63%	34
2025 Q4	$1.11M	Sell	3,838 -1,033	-21%	-$271K	0.55%	34
2025 Q3	$1.15M	Sell	4,871 -31	-0.6%	-$7.15K	0.59%	35
2025 Q2	$1.11M	Sell	4,902 -247	-5%	-$54.1K	0.6%	35
2025 Q1	$1.26M	Sell	5,149 -46	-0.9%	-$11.9K	0.71%	32
2024 Q4	$1.46M	Sell	5,195 -512	-9%	-$143K	0.83%	27
2024 Q3	$1.56M	Sell	5,707 -156	-3%	-$45.3K	0.87%	26
2024 Q2	$1.76M	Sell	5,863 -336	-5%	-$87.9K	1.05%	18
2024 Q1	$1.8M	Sell	6,199 -68	-1%	-$17K	1.07%	22
2023 Q4	$1.59M	Buy	+6,267	New	+$1.59M	1.05%	22

Other funds holding FDX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sentry LLC Memphis, Tennessee $282M AUM 37.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Birchbrook's FDX Position: Q3 2026 in Review

Birchbrook reduced its FedEx (FDX) stake by 0.55% in Q3 2026, selling an estimated $3.46K and leaving 1,999 shares worth $570K. The position accounts for 0.27% of the portfolio, ranked #52.

Birchbrook first reported a position in FDX in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.8M in Q1 2024. 753 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

Birchbrook held 1,999 shares of FedEx worth $570K as of Q3 2026.
Birchbrook sold 11 FedEx shares in Q3 2026, an estimated $3.46K.
FedEx made up 0.27% of Birchbrook's portfolio in Q3 2026, its #52 holding.
Birchbrook first reported a position in FedEx in Q4 2023 and has held it in 12 quarters since.
Birchbrook's FedEx position peaked at $1.8M in Q1 2024.
753 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.