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Capital Advisors Inc’s FedEx FDX Stock Holding History

Capital Advisors Inc’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 		– Sell
-1,018
Closed -$363K – 385
2026
Q1 		$363K Buy
1,018
+77
+8% +$26.7K 0.01% 262
2025
Q4 		$272K Buy
+941
New +$247K ﹤0.01% 280
2024
Q3 		– Sell
-884
Closed -$265K – 302
2024
Q2 		$265K Hold
884
– – 0.01% 265
2024
Q1 		$256K Sell
884
-15
-2% -$3.75K 0.01% 259
2023
Q4 		$227K Buy
+899
New +$228K 0.01% 269
2018
Q4 		– Sell
-1,019
Closed -$245K – 181
2018
Q3 		$245K Sell
1,019
-34
-3% -$8.23K 0.01% 160
2018
Q2 		$239K Hold
1,053
– – 0.01% 163
2018
Q1 		$253K Sell
1,053
-45
-4% -$11.4K 0.02% 165
2017
Q4 		$274K Sell
1,098
-20
-2% -$4.57K 0.02% 171
2017
Q3 		$252K Hold
1,118
– – 0.02% 166
2017
Q2 		$243K Sell
1,118
-155
-12% -$30.6K 0.02% 171
2017
Q1 		$248K Buy
1,273
+70
+6% +$13.4K 0.02% 168
2016
Q4 		$224K Hold
1,203
– – 0.02% 163
2016
Q3 		$210K Buy
+1,203
New +$197K 0.03% 117
2015
Q3 		– Sell
-1,961
Closed -$334K – 130
2015
Q2 		$334K Buy
1,961
+34
+2% +$5.92K 0.06% 92
2015
Q1 		$319K Sell
1,927
-22,774
-92% -$3.95M 0.04% 98
2014
Q4 		$4.29M Sell
24,701
-14,353
-37% -$2.43M 0.79% 54
2014
Q3 		$6.31M Sell
39,054
-10,105
-21% -$1.53M 1.29% 45
2014
Q2 		$7.44M Sell
49,159
-311
-0.6% -$43.4K 1.44% 31
2014
Q1 		$6.56M Sell
49,470
-630
-1% -$85.6K 1.42% 31
2013
Q4 		$7.2M Sell
50,100
-670
-1% -$88.7K 1.59% 21
2013
Q3 		$5.79M Buy
50,770
+1,068
+2% +$115K 1.39% 31
2013
Q2 		$4.9M Buy
+49,702
New +$4.83M 1.32% 37

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Advisors Inc's FDX Position: Q2 2026 in Review

Capital Advisors Inc sold out of FedEx (FDX) in Q2 2026, closing a stake of 1,018 shares — an estimated $363K sold.

Capital Advisors Inc first reported a position in FDX in Q2 2013 and held it in 23 quarters. The position peaked at $7.44M in Q2 2014. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Capital Advisors Inc reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 1,018 FedEx shares in Q2 2026, an estimated $363K.
  • Capital Advisors Inc first reported a position in FedEx in Q2 2013 and held it in 23 quarters.
  • Capital Advisors Inc's FedEx position peaked at $7.44M in Q2 2014.
  • 582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.