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Capital Advisors Ltd’s FedEx FDX Stock Holding History

Capital Advisors Ltd’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 		$226K Sell
721
-300
-29% -$109K 0.02% 289
2026
Q1 		$364K Hold
1,021
– – 0.04% 213
2025
Q4 		$295K Hold
1,021
– – 0.03% 243
2025
Q3 		$241K Sell
1,021
-23
-2% -$5.3K 0.03% 263
2025
Q2 		$237K Buy
1,044
+16
+2% +$3.5K 0.03% 253
2025
Q1 		$251K Sell
1,028
-11
-1% -$2.85K 0.03% 242
2024
Q4 		$292K Buy
1,039
+2
+0.2% +$558 0.04% 224
2024
Q3 		$284K Hold
1,037
– – 0.04% 229
2024
Q2 		$311K Sell
1,037
-343
-25% -$89.7K 0.04% 211
2024
Q1 		$400K Buy
1,380
+3
+0.2% +$751 0.05% 180
2023
Q4 		$348K Hold
1,377
– – 0.05% 189
2023
Q3 		$365K Hold
1,377
– – 0.06% 180
2023
Q2 		$341K Hold
1,377
– – 0.05% 189
2023
Q1 		$315K Buy
1,377
+499
+57% +$101K 0.05% 178
2022
Q4 		$152K Sell
878
-586
-40% -$97.4K 0.03% 269
2022
Q3 		$217K Sell
1,464
-13
-0.9% -$2.74K 0.04% 214
2022
Q2 		$335K Sell
1,477
-145
-9% -$30.9K 0.06% 173
2022
Q1 		$375K Sell
1,622
-3
-0.2% -$705 0.06% 170
2021
Q4 		$420K Buy
1,625
+292
+22% +$70.1K 0.07% 153
2021
Q3 		$292K Buy
1,333
+708
+113% +$192K 0.05% 169
2021
Q2 		$186K Buy
+625
New +$185K 0.03% 212
2015
Q3 		– Sell
-215
Closed -$37K – 335
2015
Q2 		$37K Hold
215
– – 0.02% 208
2015
Q1 		$36K Hold
215
– – 0.02% 203
2014
Q4 		$37K Hold
215
– – 0.02% 194
2014
Q3 		$34K Hold
215
– – 0.02% 202
2014
Q2 		$33K Hold
215
– – 0.02% 209
2014
Q1 		$29K Hold
215
– – 0.02% 215
2013
Q4 		$31K Buy
+215
New +$28.5K 0.02% 177

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Capital Advisors Ltd reduced its FedEx (FDX) stake by 29% in Q2 2026, selling an estimated $109K and leaving 721 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #289.

Capital Advisors Ltd first reported a position in FDX in Q4 2013 and has held it in 28 quarters since. The position peaked at $420K in Q4 2021. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Capital Advisors Ltd held 721 shares of FedEx worth $226K as of Q2 2026.
  • Capital Advisors Ltd sold 300 FedEx shares in Q2 2026, an estimated $109K.
  • FedEx made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #289 holding.
  • Capital Advisors Ltd first reported a position in FedEx in Q4 2013 and has held it in 28 quarters since.
  • Capital Advisors Ltd's FedEx position peaked at $420K in Q4 2021.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.