Bogart Wealth LLC’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.8K | Buy |
143
+104
| +267% | +$37.8K | ﹤0.01% | 569 |
|
|
2026
Q1 | $13.9K | Buy |
39
+7
| +22% | +$2.43K | ﹤0.01% | 825 |
|
|
2025
Q4 | $9.24K | Sell |
32
-54
| -63% | -$14.2K | ﹤0.01% | 879 |
|
|
2025
Q3 | $20.3K | Buy |
86
+9
| +12% | +$2.08K | ﹤0.01% | 657 |
|
|
2025
Q2 | $17.5K | Sell |
77
-16
| -17% | -$3.5K | ﹤0.01% | 664 |
|
|
2025
Q1 | $22.7K | Buy |
93
+14
| +18% | +$3.63K | ﹤0.01% | 563 |
|
|
2024
Q4 | $22.2K | Buy |
79
+5
| +7% | +$1.4K | ﹤0.01% | 561 |
|
|
2024
Q3 | $20.3K | Buy |
74
+23
| +45% | +$6.68K | ﹤0.01% | 550 |
|
|
2024
Q2 | $15.3K | Sell |
51
-93
| -65% | -$24.3K | ﹤0.01% | 580 |
|
|
2024
Q1 | $41.7K | Buy |
144
+14
| +11% | +$3.5K | ﹤0.01% | 414 |
|
|
2023
Q4 | $32.9K | Sell |
130
-21
| -14% | -$5.33K | ﹤0.01% | 431 |
|
|
2023
Q3 | $40K | Buy |
151
+35
| +30% | +$9.1K | ﹤0.01% | 379 |
|
|
2023
Q2 | $28.8K | Hold |
116
| – | – | ﹤0.01% | 403 |
|
|
2023
Q1 | $26.5K | Hold |
116
| – | – | ﹤0.01% | 411 |
|
|
2022
Q4 | $20.1K | Hold |
116
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $17K | Sell |
116
-59
| -34% | -$12.5K | ﹤0.01% | 458 |
|
|
2022
Q2 | $40K | Sell |
175
-30
| -15% | -$6.4K | ﹤0.01% | 313 |
|
|
2022
Q1 | $47K | Sell |
205
-45
| -18% | -$10.6K | ﹤0.01% | 280 |
|
|
2021
Q4 | $65K | Hold |
250
| – | – | 0.01% | 238 |
|
|
2021
Q3 | $55K | Buy |
250
+1
| +0.4% | +$271 | 0.01% | 239 |
|
|
2021
Q2 | $74K | Buy |
249
+15
| +6% | +$4.45K | 0.01% | 212 |
|
|
2021
Q1 | $66K | Buy |
234
+15
| +7% | +$3.86K | 0.01% | 205 |
|
|
2020
Q4 | $56K | Buy |
219
+7
| +3% | +$1.94K | 0.01% | 190 |
|
|
2020
Q3 | $53K | Hold |
212
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $30K | Hold |
212
| – | – | 0.01% | 210 |
|
|
2020
Q1 | $26K | Hold |
212
| – | – | 0.01% | 199 |
|
|
2019
Q4 | $32K | Hold |
212
| – | – | 0.01% | 205 |
|
|
2019
Q3 | $31K | Hold |
212
| – | – | 0.02% | 188 |
|
|
2019
Q2 | $34K | Hold |
212
| – | – | 0.02% | 163 |
|
|
2019
Q1 | $38K | Hold |
212
| – | – | 0.02% | 155 |
|
|
2018
Q4 | $34K | Hold |
212
| – | – | 0.02% | 164 |
|
|
2018
Q3 | $51K | Hold |
212
| – | – | 0.03% | 143 |
|
|
2018
Q2 | $48K | Hold |
212
| – | – | 0.03% | 149 |
|
|
2018
Q1 | $51K | Hold |
212
| – | – | 0.03% | 141 |
|
|
2017
Q4 | $53K | Hold |
212
| – | – | 0.03% | 135 |
|
|
2017
Q3 | $47K | Buy |
+212
| New | +$45.1K | 0.03% | 137 |
|
Other funds holding FDX
Bogart Wealth LLC's FDX Position: Q2 2026 in Review
Bogart Wealth LLC increased its FedEx (FDX) stake by 267% in Q2 2026, buying an estimated $37.8K and bringing the position to 143 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #569.
Bogart Wealth LLC first reported a position in FDX in Q3 2017 and has held it in 36 quarters since. The position peaked at $74K in Q2 2021. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.
- Bogart Wealth LLC held 143 shares of FedEx worth $44.8K as of Q2 2026.
- Bogart Wealth LLC bought 104 FedEx shares in Q2 2026, an estimated $37.8K.
- FedEx made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #569 holding.
- Bogart Wealth LLC first reported a position in FedEx in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's FedEx position peaked at $74K in Q2 2021.
- 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.