Carson Wealth (CWM LLC)’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.5M | Buy |
119,230
+11,199
| +10% | +$3.89M | 0.11% | 173 |
|
|
2025
Q4 | $31.2M | Buy |
108,031
+26,322
| +32% | +$6.91M | 0.08% | 211 |
|
|
2025
Q3 | $19.3M | Buy |
81,709
+57,983
| +244% | +$13.4M | 0.06% | 282 |
|
|
2025
Q2 | $5.39M | Buy |
23,726
+14,426
| +155% | +$3.16M | 0.02% | 561 |
|
|
2025
Q1 | $2.27M | Sell |
9,300
-803
| -8% | -$208K | 0.01% | 783 |
|
|
2024
Q4 | $2.84M | Buy |
10,103
+1,541
| +18% | +$430K | 0.01% | 654 |
|
|
2024
Q3 | $2.34M | Buy |
8,562
+991
| +13% | +$288K | 0.01% | 650 |
|
|
2024
Q2 | $2.27M | Buy |
7,571
+593
| +8% | +$155K | 0.01% | 616 |
|
|
2024
Q1 | $2.02M | Buy |
6,978
+329
| +5% | +$82.3K | 0.01% | 615 |
|
|
2023
Q4 | $1.68M | Buy |
6,649
+322
| +5% | +$81.8K | 0.01% | 616 |
|
|
2023
Q3 | $1.68M | Buy |
6,327
+293
| +5% | +$76.2K | 0.01% | 588 |
|
|
2023
Q2 | $1.5M | Buy |
6,034
+262
| +5% | +$60K | 0.01% | 590 |
|
|
2023
Q1 | $1.32M | Sell |
5,772
-80
| -1% | -$16.2K | 0.01% | 577 |
|
|
2022
Q4 | $1.01M | Sell |
5,852
-17,572
| -75% | -$2.92M | 0.01% | 612 |
|
|
2022
Q3 | $3.48M | Sell |
23,424
-571
| -2% | -$121K | 0.03% | 334 |
|
|
2022
Q2 | $5.44M | Buy |
23,995
+1,247
| +5% | +$266K | 0.04% | 281 |
|
|
2022
Q1 | $5.26M | Buy |
22,748
+18,068
| +386% | +$4.25M | 0.04% | 291 |
|
|
2021
Q4 | $1.21M | Buy |
+4,680
| New | +$1.12M | 0.01% | 537 |
|
|
2021
Q2 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 675 |
|
|
2021
Q1 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 675 |
|
|
2020
Q4 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 675 |
|
|
2020
Q3 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 675 |
|
|
2020
Q2 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 675 |
|
|
2020
Q1 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 675 |
|
|
2019
Q4 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 675 |
|
|
2019
Q3 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 675 |
|
|
2019
Q2 | $507K | Hold |
1,698
| – | – | ﹤0.01% | 675 |
|
|
2019
Q1 | $507K | Sell |
1,698
-171,586
| -99% | -$30.3M | ﹤0.01% | 675 |
|
|
2018
Q4 | $28M | Buy |
173,284
+52,007
| +43% | +$11M | 0.7% | 28 |
|
|
2018
Q3 | $29.2M | Sell |
121,277
-3,550
| -3% | -$860K | 0.75% | 24 |
|
|
2018
Q2 | $28.3M | Sell |
124,827
-9,393
| -7% | -$2.33M | 0.93% | 23 |
|
|
2018
Q1 | $32.2M | Sell |
134,220
-2,354
| -2% | -$595K | 1.28% | 14 |
|
|
2017
Q4 | $34.1M | Sell |
136,574
-8,816
| -6% | -$2.02M | 1.51% | 13 |
|
|
2017
Q3 | $32.8M | Sell |
145,390
-5,449
| -4% | -$1.16M | 1.55% | 10 |
|
|
2017
Q2 | $32.8M | Buy |
150,839
+741
| +0.5% | +$146K | 1.68% | 7 |
|
|
2017
Q1 | $29.3M | Buy |
150,098
+20,008
| +15% | +$3.82M | 1.66% | 10 |
|
|
2016
Q4 | $24.2M | Buy |
130,090
+129,717
| +34,777% | +$23.8M | 1.48% | 16 |
|
|
2016
Q3 | $65K | Sell |
373
-8
| -2% | -$1.31K | ﹤0.01% | 388 |
|
|
2016
Q2 | $58K | Sell |
381
-18,323
| -98% | -$2.97M | ﹤0.01% | 362 |
|
|
2016
Q1 | $3.04M | Sell |
18,704
-511
| -3% | -$71.1K | 0.27% | 114 |
|
|
2015
Q4 | $2.86M | Sell |
19,215
-333
| -2% | -$51.5K | 0.28% | 105 |
|
|
2015
Q3 | $2.81M | Buy |
19,548
+302
| +2% | +$48.2K | 0.28% | 110 |
|
|
2015
Q2 | $3.28M | Buy |
19,246
+1,279
| +7% | +$223K | 0.31% | 109 |
|
|
2015
Q1 | $2.97M | Buy |
17,967
+717
| +4% | +$124K | 0.3% | 109 |
|
|
2014
Q4 | $3M | Buy |
17,250
+2,244
| +15% | +$380K | 0.36% | 108 |
|
|
2014
Q3 | $2.42M | Buy |
15,006
+1,264
| +9% | +$192K | 0.35% | 88 |
|
|
2014
Q2 | $2.08M | Buy |
13,742
+3,575
| +35% | +$499K | 0.37% | 82 |
|
|
2014
Q1 | $1.35M | Buy |
10,167
+2,539
| +33% | +$345K | 0.18% | 82 |
|
|
2013
Q4 | $1.1M | Buy |
7,628
+1,876
| +33% | +$248K | 0.17% | 86 |
|
|
2013
Q3 | $656K | Buy |
+5,752
| New | +$621K | 0.17% | 77 |
|
Other funds holding FDX
Carson Wealth (CWM LLC)'s FDX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its FedEx (FDX) stake by 10% in Q1 2026, buying an estimated $3.89M and bringing the position to 119,230 shares worth $42.5M. The position accounts for 0.11% of the portfolio, ranked #173.
Carson Wealth (CWM LLC) first reported a position in FDX in Q3 2013 and has held it in 50 quarters since. 2,038 funds tracked by Wall St. Rank hold FDX as of Q1 2026.
- Carson Wealth (CWM LLC) held 119,230 shares of FedEx worth $42.5M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 11,199 FedEx shares in Q1 2026, an estimated $3.89M.
- FedEx made up 0.11% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #173 holding.
- Carson Wealth (CWM LLC) first reported a position in FedEx in Q3 2013 and has held it in 50 quarters since.
- 2,038 funds tracked by Wall St. Rank held FedEx as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.