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Briaud Financial Planning’s FedEx FDX Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-129
Closed -$29K – 125
2025
Q2 		$29K Buy
129
+12
+10% +$2.63K 0.01% 133
2025
Q1 		$28K Hold
117
– – 0.01% 106
2024
Q4 		$32K Hold
117
– – 0.01% 96
2024
Q3 		$32K Hold
117
– – 0.02% 81
2024
Q2 		$35K Hold
117
– – 0.02% 72
2024
Q1 		$34K Buy
+117
New +$29.3K 0.02% 69
2023
Q4 		– Sell
-152
Closed -$40K – 69
2023
Q3 		$40K Buy
+152
New +$39.5K 0.03% 61

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Briaud Financial Planning's FDX Position: Q3 2025 in Review

Briaud Financial Planning sold out of FedEx (FDX) in Q3 2025, closing a stake of 129 shares — an estimated $29K sold.

Briaud Financial Planning first reported a position in FDX in Q3 2023 and held it in 7 quarters. The position peaked at $40K in Q3 2023. 1,680 funds tracked by Wall St. Rank hold FDX as of Q3 2025.

  • Briaud Financial Planning reported no remaining FedEx position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 129 FedEx shares in Q3 2025, an estimated $29K.
  • Briaud Financial Planning first reported a position in FedEx in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's FedEx position peaked at $40K in Q3 2023.
  • 1,680 funds tracked by Wall St. Rank held FedEx as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.