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Cabot Wealth Management’s FedEx FDX Stock Holding History

Cabot Wealth Management’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 		$17.9M Sell
57,090
-892
-2% -$324K 1.82% 13
2026
Q1 		$20.7M Sell
57,982
-348
-0.6% -$121K 2.38% 10
2025
Q4 		$16.8M Buy
58,330
+163
+0.3% +$42.8K 1.86% 18
2025
Q3 		$13.7M Buy
58,167
+1,470
+3% +$339K 1.52% 23
2025
Q2 		$12.9M Sell
56,697
-226
-0.4% -$49.5K 1.53% 21
2025
Q1 		$13.9M Sell
56,923
-144
-0.3% -$37.3K 1.77% 19
2024
Q4 		$16.1M Buy
57,067
+314
+0.6% +$87.7K 2.04% 13
2024
Q3 		$15.5M Sell
56,753
-677
-1% -$197K 1.94% 14
2024
Q2 		$17.2M Sell
57,430
-912
-2% -$239K 2.26% 12
2024
Q1 		$16.9M Sell
58,342
-256
-0.4% -$64K 2.21% 13
2023
Q4 		$14.8M Sell
58,598
-320
-0.5% -$81.3K 2.06% 17
2023
Q3 		$15.6M Sell
58,918
-560
-0.9% -$146K 2.39% 10
2023
Q2 		$14.7M Buy
59,478
+184
+0.3% +$42.1K 2.2% 13
2023
Q1 		$13.5M Buy
59,294
+107
+0.2% +$21.7K 2.14% 16
2022
Q4 		$10.3M Sell
59,187
-8,750
-13% -$1.45M 1.73% 23
2022
Q3 		$10.1M Buy
67,937
+3,607
+6% +$761K 1.71% 21
2022
Q2 		$14.6M Buy
64,330
+1,237
+2% +$264K 2.31% 8
2022
Q1 		$14.6M Buy
63,093
+1,259
+2% +$296K 1.97% 15
2021
Q4 		$16M Buy
61,834
+494
+0.8% +$119K 2.03% 14
2021
Q3 		$13.5M Buy
61,340
+542
+0.9% +$147K 1.81% 17
2021
Q2 		$18.1M Buy
60,798
+2,535
+4% +$752K 2.42% 8
2021
Q1 		$16.5M Sell
58,263
-7,044
-11% -$1.81M 2.34% 10
2020
Q4 		$17M Buy
65,307
+945
+1% +$262K 2.6% 8
2020
Q3 		$16.2M Buy
64,362
+2,124
+3% +$425K 2.94% 3
2020
Q2 		$8.73M Buy
62,238
+25,637
+70% +$3.23M 1.74% 20
2020
Q1 		$4.44M Buy
36,601
+22,366
+157% +$3.15M 1.06% 36
2019
Q4 		$2.15M Buy
+14,235
New +$2.19M 0.42% 63

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cabot Wealth Management's FDX Position: Q2 2026 in Review

Cabot Wealth Management reduced its FedEx (FDX) stake by 1.5% in Q2 2026, selling an estimated $324K and leaving 57,090 shares worth $17.9M. The position accounts for 1.82% of the portfolio, ranked #13.

Cabot Wealth Management first reported a position in FDX in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.7M in Q1 2026. 867 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Cabot Wealth Management held 57,090 shares of FedEx worth $17.9M as of Q2 2026.
  • Cabot Wealth Management sold 892 FedEx shares in Q2 2026, an estimated $324K.
  • FedEx made up 1.82% of Cabot Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Cabot Wealth Management first reported a position in FedEx in Q4 2019 and has held it in 27 quarters since.
  • Cabot Wealth Management's FedEx position peaked at $20.7M in Q1 2026.
  • 867 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.