Capital & Planning LLC’s FedEx FDX Stock Holding History

Capital & Planning LLC’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
2025 Q1	–	Sell	-66	Closed	-$18.6K	–	84
2024 Q4	$18.6K	Buy	+66	New	+$18.4K	0.01%	74

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital & Planning LLC's FDX Position: Q1 2025 in Review

Capital & Planning LLC sold out of FedEx (FDX) in Q1 2025, closing a stake of 66 shares — an estimated $18.6K sold.

Capital & Planning LLC first reported a position in FDX in Q4 2024 and held it in 1 quarter. The position peaked at $18.6K in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

Capital & Planning LLC reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 66 FedEx shares in Q1 2025, an estimated $18.6K.
Capital & Planning LLC first reported a position in FedEx in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's FedEx position peaked at $18.6K in Q4 2024.
1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.