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Carolinas Wealth Consulting’s FedEx FDX Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-536
Closed -$131K – 316
2025
Q1 		$131K Sell
536
-1
-0.2% -$259 0.03% 210
2024
Q4 		$152K Buy
537
+6
+1% +$1.68K 0.03% 207
2024
Q3 		$146K Buy
531
+1
+0.2% +$290 0.03% 210
2024
Q2 		$159K Buy
530
+2
+0.4% +$523 0.03% 201
2024
Q1 		$154K Sell
528
-12
-2% -$3K 0.03% 204
2023
Q4 		$137K Sell
540
-143
-21% -$36.3K 0.03% 195
2023
Q3 		$164K Sell
683
-255
-27% -$66.3K 0.04% 164
2023
Q2 		$234K Buy
938
+2
+0.2% +$458 0.05% 159
2023
Q1 		$215K Buy
936
+3
+0.3% +$609 0.05% 165
2022
Q4 		$163K Sell
933
-189
-17% -$31.4K 0.04% 191
2022
Q3 		$168K Sell
1,122
-20
-2% -$4.22K 0.04% 169
2022
Q2 		$260K Buy
1,142
+86
+8% +$18.4K 0.06% 129
2022
Q1 		$245K Hold
1,056
– – 0.05% 148
2021
Q4 		$273K Buy
1,056
+376
+55% +$90.2K 0.06% 142
2021
Q3 		$150K Buy
680
+78
+13% +$21.2K 0.03% 191
2021
Q2 		$180K Buy
602
+205
+52% +$60.8K 0.04% 182
2021
Q1 		$113K Hold
397
– – 0.03% 237
2020
Q4 		$103K Buy
397
+300
+309% +$83.1K 0.03% 232
2020
Q3 		$24K Buy
97
+1
+1% +$200 0.01% 367
2020
Q2 		$14K Buy
+96
New +$12.1K 0.01% 313

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's FDX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of FedEx (FDX) in Q2 2025, closing a stake of 536 shares — an estimated $131K sold.

Carolinas Wealth Consulting first reported a position in FDX in Q2 2020 and held it in 20 quarters. The position peaked at $273K in Q4 2021. 1,699 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 536 FedEx shares in Q2 2025, an estimated $131K.
  • Carolinas Wealth Consulting first reported a position in FedEx in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's FedEx position peaked at $273K in Q4 2021.
  • 1,699 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.