Caerus Investment Advisors’s FedEx FDX Stock Holding History

Caerus Investment Advisors’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 Q1	$1.84M	Buy	5,172 +57	+1%	+$19.8K	0.77%	23
2025 Q4	$1.48M	Buy	5,115 +1,263	+33%	+$332K	0.48%	34
2025 Q3	$908K	Buy	+3,852	New	+$888K	0.37%	45
2024 Q2	–	Sell	-1,290	Closed	-$374K	–	31
2024 Q1	$374K	Hold	1,290	–	–	0.36%	24
2023 Q4	$326K	Sell	1,290 -1	-0.1%	-$254	0.31%	29
2023 Q3	$342K	Hold	1,291	–	–	0.35%	23
2023 Q2	$320K	Sell	1,291 -1,000	-44%	-$229K	0.36%	26
2023 Q1	$523K	Hold	2,291	–	–	0.6%	25
2022 Q4	$397K	Hold	2,291	–	–	0.6%	25
2022 Q3	$340K	Sell	2,291 -1,500	-40%	-$317K	0.43%	36
2022 Q2	$859K	Hold	3,791	–	–	1.04%	17
2022 Q1	$790K	Buy	3,791 +500	+15%	+$117K	0.96%	19
2021 Q4	$851K	Buy	+3,291	New	+$790K	0.92%	20

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caerus Investment Advisors's FDX Position: Q1 2026 in Review

Caerus Investment Advisors increased its FedEx (FDX) stake by 1.1% in Q1 2026, buying an estimated $19.8K and bringing the position to 5,172 shares worth $1.84M. The position accounts for 0.77% of the portfolio, ranked #23.

Caerus Investment Advisors first reported a position in FDX in Q4 2021 and has held it in 13 quarters since. 2,029 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Caerus Investment Advisors held 5,172 shares of FedEx worth $1.84M as of Q1 2026.
Caerus Investment Advisors bought 57 FedEx shares in Q1 2026, an estimated $19.8K.
FedEx made up 0.77% of Caerus Investment Advisors's portfolio in Q1 2026, its #23 holding.
Caerus Investment Advisors first reported a position in FedEx in Q4 2021 and has held it in 13 quarters since.
2,029 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.