Cabot Wealth Management
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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
Q3 		$11.4M Sell
40,077
-17,013
-30% -$5.34M 1.14% 33
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cabot Wealth Management's FDX Position: Q3 2026 in Review

Cabot Wealth Management reduced its FedEx (FDX) stake by 30% in Q3 2026, selling an estimated $5.34M and leaving 40,077 shares worth $11.4M. The position accounts for 1.14% of the portfolio, ranked #33.

Cabot Wealth Management first reported a position in FDX in Q4 2019 and has held it in 28 quarters since. The position peaked at $20.7M in Q1 2026. 1,066 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Cabot Wealth Management held 40,077 shares of FedEx worth $11.4M as of Q3 2026.
  • Cabot Wealth Management sold 17,013 FedEx shares in Q3 2026, an estimated $5.34M.
  • FedEx made up 1.14% of Cabot Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Cabot Wealth Management first reported a position in FedEx in Q4 2019 and has held it in 28 quarters since.
  • Cabot Wealth Management's FedEx position peaked at $20.7M in Q1 2026.
  • 1,066 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.