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Caldwell Trust’s FedEx FDX Stock Holding History

Caldwell Trust’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 		$142K Hold
400
– – 0.01% 367
2025
Q4 		$116K Hold
400
– – 0.01% 382
2025
Q3 		$94.3K Hold
400
– – 0.01% 396
2025
Q2 		$90.9K Buy
400
+370
+1,233% +$81K 0.01% 386
2025
Q1 		$7.31K Sell
30
-25
-45% -$6.48K ﹤0.01% 661
2024
Q4 		$15.5K Hold
55
– – ﹤0.01% 569
2024
Q3 		$15.1K Sell
55
-15
-21% -$4.36K ﹤0.01% 582
2024
Q2 		$21K Sell
70
-25
-26% -$6.54K ﹤0.01% 538
2024
Q1 		$27.5K Sell
95
-340
-78% -$85.1K ﹤0.01% 520
2023
Q4 		$110K Hold
435
– – 0.01% 357
2023
Q3 		$115K Hold
435
– – 0.02% 342
2023
Q2 		$108K Sell
435
-30
-6% -$6.87K 0.01% 355
2023
Q1 		$106K Hold
465
– – 0.01% 341
2022
Q4 		$80.5K Sell
465
-135
-23% -$22.4K 0.01% 365
2022
Q3 		$89.1K Sell
600
-70
-10% -$14.8K 0.01% 358
2022
Q2 		$152K Sell
670
-200
-23% -$42.7K 0.02% 309
2022
Q1 		$201K Buy
870
+25
+3% +$5.88K 0.02% 287
2021
Q4 		$219K Buy
845
+132
+19% +$31.7K 0.03% 275
2021
Q3 		$156K Sell
713
-70
-9% -$19K 0.02% 308
2021
Q2 		$234K Sell
783
-15
-2% -$4.45K 0.03% 263
2021
Q1 		$227K Sell
798
-20
-2% -$5.15K 0.03% 252
2020
Q4 		$212K Buy
818
+115
+16% +$31.9K 0.03% 249
2020
Q3 		$177K Sell
703
-50
-7% -$10K 0.03% 254
2020
Q2 		$106K Sell
753
-195
-21% -$24.5K 0.02% 325
2020
Q1 		$115K Sell
948
-405
-30% -$57K 0.02% 302
2019
Q4 		$205K Buy
+1,353
New +$209K 0.03% 262

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caldwell Trust's FDX Position: Q1 2026 in Review

Caldwell Trust held its FedEx (FDX) position steady in Q1 2026 at 400 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #367.

Caldwell Trust first reported a position in FDX in Q4 2019 and has held it in 26 quarters since. The position peaked at $234K in Q2 2021. 2,028 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Caldwell Trust held 400 shares of FedEx worth $142K as of Q1 2026.
  • Caldwell Trust left its FedEx share count unchanged in Q1 2026.
  • FedEx made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #367 holding.
  • Caldwell Trust first reported a position in FedEx in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's FedEx position peaked at $234K in Q2 2021.
  • 2,028 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.