Capital Asset Advisory Services’s FedEx FDX Stock Holding History

Capital Asset Advisory Services’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	$204K	Buy	+652	New	+$237K	0.01%	358
2025 Q1	–	Sell	-838	Closed	-$230K	–	290
2024 Q4	$230K	Buy	838 +3	+0.4%	+$838	0.01%	288
2024 Q3	$218K	Sell	835 -3	-0.4%	-$871	0.01%	302
2024 Q2	$245K	Sell	838 -72	-8%	-$18.8K	0.01%	274
2024 Q1	$249K	Buy	910 +4	+0.4%	+$1K	0.01%	275
2023 Q4	$229K	Buy	906 +24	+3%	+$6.1K	0.01%	279
2023 Q3	$225K	Sell	882 -27	-3%	-$7.02K	0.02%	287
2023 Q2	$234K	Sell	909 -11	-1%	-$2.52K	0.02%	293
2023 Q1	$210K	Buy	+920	New	+$187K	0.02%	330
2022 Q3	–	Sell	-896	Closed	-$204K	–	503
2022 Q2	$204K	Buy	+896	New	+$191K	0.02%	371
2022 Q1	–	Sell	-793	Closed	-$205K	–	583
2021 Q4	$205K	Buy	+793	New	+$190K	0.02%	390
2021 Q3	–	Sell	-856	Closed	-$256K	–	714
2021 Q2	$256K	Sell	856 -50	-6%	-$14.8K	0.03%	387
2021 Q1	$258K	Sell	906 -23	-2%	-$5.92K	0.04%	364
2020 Q4	$241K	Buy	929 +64	+7%	+$17.7K	0.04%	308
2020 Q3	$218K	Buy	+865	New	+$173K	0.05%	286

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Asset Advisory Services's FDX Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in FedEx (FDX) in Q2 2026: 652 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in FDX as recently as Q4 2024.

Capital Asset Advisory Services first reported a position in FDX in Q3 2020 and has held it in 15 quarters since. The position peaked at $258K in Q1 2021. 1,966 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Capital Asset Advisory Services held 652 shares of FedEx worth $204K as of Q2 2026.
FedEx was a new Capital Asset Advisory Services position in Q2 2026.
FedEx made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #358 holding.
Capital Asset Advisory Services first reported a position in FedEx in Q3 2020 and has held it in 15 quarters since.
Capital Asset Advisory Services's FedEx position peaked at $258K in Q1 2021.
1,966 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.