CIA
FDX icon

Cascade Investment Advisors’s FedEx FDX Stock Holding History

Cascade Investment Advisors’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 		$1.59M Sell
5,066
-85
-2% -$30.9K 0.87% 49
2026
Q1 		$1.83M Sell
5,151
-5
-0.1% -$1.74K 1.09% 29
2025
Q4 		$1.49M Buy
5,156
+150
+3% +$39.4K 0.88% 52
2025
Q3 		$1.18M Buy
5,006
+5
+0.1% +$1.15K 0.72% 69
2025
Q2 		$1.14M Sell
5,001
-895
-15% -$196K 0.73% 69
2025
Q1 		$1.44M Sell
5,896
-1,590
-21% -$412K 0.97% 44
2024
Q4 		$2.11M Sell
7,486
-15
-0.2% -$4.19K 1.35% 20
2024
Q3 		$2.05M Buy
7,501
+567
+8% +$165K 1.31% 22
2024
Q2 		$2.08M Buy
6,934
+45
+0.7% +$11.8K 1.4% 18
2024
Q1 		$2M Sell
6,889
-10
-0.1% -$2.5K 1.3% 18
2023
Q4 		$1.75M Sell
6,899
-25
-0.4% -$6.35K 1.24% 26
2023
Q3 		$1.83M Buy
6,924
+20
+0.3% +$5.2K 1.45% 13
2023
Q2 		$1.71M Buy
6,904
+40
+0.6% +$9.15K 1.28% 18
2023
Q1 		$1.57M Sell
6,864
-40
-0.6% -$8.12K 1.24% 20
2022
Q4 		$1.2M Sell
6,904
-60
-0.9% -$9.97K 1% 47
2022
Q3 		$1.12M Sell
6,964
-468
-6% -$98.8K 0.96% 55
2022
Q2 		$1.68M Sell
7,432
-10
-0.1% -$2.13K 1.32% 10
2022
Q1 		$1.72M Buy
7,442
+15
+0.2% +$3.52K 1.05% 26
2021
Q4 		$1.92M Buy
7,427
+30
+0.4% +$7.2K 1.13% 20
2021
Q3 		$1.62M Buy
7,397
+445
+6% +$121K 1.06% 31
2021
Q2 		$2.07M Sell
6,952
-853
-11% -$253K 1.31% 9
2021
Q1 		$2.22M Hold
7,805
– – 1.44% 5
2020
Q4 		$2.03M Sell
7,805
-315
-4% -$87.2K 1.49% 5
2020
Q3 		$2.04M Sell
8,120
-420
-5% -$84K 1.73% 5
2020
Q2 		$1.2M Buy
8,540
+110
+1% +$13.8K 1.13% 26
2020
Q1 		$1.02M Buy
8,430
+450
+6% +$63.3K 1.13% 32
2019
Q4 		$1.21M Sell
7,980
-515
-6% -$79.4K 0.92% 48
2019
Q3 		$1.24M Buy
8,495
+1,040
+14% +$168K 0.95% 40
2019
Q2 		$1.22M Buy
7,455
+405
+6% +$70.9K 1.04% 37
2019
Q1 		$1.28M Buy
7,050
+295
+4% +$52.1K 1.15% 27
2018
Q4 		$1.09M Buy
6,755
+475
+8% +$100K 1.1% 36
2018
Q3 		$1.51M Buy
6,280
+95
+2% +$23K 1.28% 19
2018
Q2 		$1.4M Sell
6,185
-870
-12% -$216K 1.25% 25
2018
Q1 		$1.69M Buy
7,055
+575
+9% +$145K 1.33% 18
2017
Q4 		$1.62M Buy
6,480
+120
+2% +$27.4K 1.28% 21
2017
Q3 		$1.43M Buy
6,360
+6,320
+15,800% +$1.35M 1.2% 31
2017
Q2 		$8.69K Hold
40
– – 0.01% 158
2017
Q1 		$7.81K Hold
40
– – 0.01% 146
2016
Q4 		$7.45K Buy
+40
New +$7.34K 0.01% 167
2016
Q2 		$6.07K Buy
+40
New +$6.49K 0.01% 156

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cascade Investment Advisors's FDX Position: Q2 2026 in Review

Cascade Investment Advisors reduced its FedEx (FDX) stake by 1.7% in Q2 2026, selling an estimated $30.9K and leaving 5,066 shares worth $1.59M. The position accounts for 0.87% of the portfolio, ranked #49.

Cascade Investment Advisors first reported a position in FDX in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.22M in Q1 2021. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Cascade Investment Advisors held 5,066 shares of FedEx worth $1.59M as of Q2 2026.
  • Cascade Investment Advisors sold 85 FedEx shares in Q2 2026, an estimated $30.9K.
  • FedEx made up 0.87% of Cascade Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Cascade Investment Advisors first reported a position in FedEx in Q2 2016 and has held it in 40 quarters since.
  • Cascade Investment Advisors's FedEx position peaked at $2.22M in Q1 2021.
  • 582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.