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Brookwood Investment Group’s FedEx FDX Stock Holding History

Brookwood Investment 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 		$242K Sell
774
-3
-0.4% -$1.09K 0.03% 454
2026
Q1 		$277K Buy
+777
New +$270K 0.03% 412
2025
Q3 		– Sell
-1,126
Closed -$256K – 497
2025
Q2 		$256K Buy
+1,126
New +$247K 0.04% 364

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

Brookwood Investment Group's FDX Position: Q2 2026 in Review

Brookwood Investment Group reduced its FedEx (FDX) stake by 0.39% in Q2 2026, selling an estimated $1.09K and leaving 774 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #454.

Brookwood Investment Group first reported a position in FDX in Q2 2025 and has held it in 3 quarters since. The position peaked at $277K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Brookwood Investment Group held 774 shares of FedEx worth $242K as of Q2 2026.
  • Brookwood Investment Group sold 3 FedEx shares in Q2 2026, an estimated $1.09K.
  • FedEx made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #454 holding.
  • Brookwood Investment Group first reported a position in FedEx in Q2 2025 and has held it in 3 quarters since.
  • Brookwood Investment Group's FedEx position peaked at $277K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.