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Capstone Wealth Management Group (Oregon)’s FedEx FDX Stock Holding History

Capstone Wealth Management Group (Oregon)’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
-575
Closed -$205K – 131
2026
Q1 		$205K Buy
+575
New +$200K 0.13% 121
2025
Q1 		– Sell
-719
Closed -$202K – 93
2024
Q4 		$202K Buy
+719
New +$201K 0.15% 102

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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

Capstone Wealth Management Group (Oregon)'s FDX Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of FedEx (FDX) in Q2 2026, closing a stake of 575 shares — an estimated $205K sold.

Capstone Wealth Management Group (Oregon) first reported a position in FDX in Q4 2024 and held it in 2 quarters. The position peaked at $205K in Q1 2026. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 575 FedEx shares in Q2 2026, an estimated $205K.
  • Capstone Wealth Management Group (Oregon) first reported a position in FedEx in Q4 2024 and held it in 2 quarters.
  • Capstone Wealth Management Group (Oregon)'s FedEx position peaked at $205K in Q1 2026.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.