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

Capstone Wealth Management Group (Pennsylvania)’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	-1,072	Closed	-$301K	–	69
2024 Q4	$301K	Buy	1,072 +44	+4%	+$12.3K	0.16%	67
2024 Q3	$281K	Buy	1,028 +3	+0.3%	+$871	0.17%	64
2024 Q2	$307K	Buy	+1,025	New	+$268K	0.2%	62
2022 Q3	–	Sell	-1,261	Closed	-$286K	–	56
2022 Q2	$286K	Sell	1,261 -378	-23%	-$80.7K	0.34%	51
2022 Q1	$379K	Buy	1,639 +64	+4%	+$15K	0.38%	46
2021 Q4	$407K	Buy	+1,575	New	+$378K	0.33%	54

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

Capstone Wealth Management Group (Pennsylvania)'s FDX Position: Q1 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of FedEx (FDX) in Q1 2025, closing a stake of 1,072 shares — an estimated $301K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in FDX in Q4 2021 and held it in 6 quarters. The position peaked at $407K in Q4 2021. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 1,072 FedEx shares in Q1 2025, an estimated $301K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in FedEx in Q4 2021 and held it in 6 quarters.
Capstone Wealth Management Group (Pennsylvania)'s FedEx position peaked at $407K in Q4 2021.
1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2025, filed 28 Apr 2025.