CFFP
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Center for Financial Planning’s FedEx FDX Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-200
Closed -$57.8K – 685
2025
Q4 		$57.8K Buy
+200
New +$52.5K 0.01% 278
2023
Q3 		– Sell
-10
Closed -$2.48K – 533
2023
Q2 		$2.48K Buy
+10
New +$2.29K ﹤0.01% 486

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's FDX Position: Q1 2026 in Review

Center for Financial Planning sold out of FedEx (FDX) in Q1 2026, closing a stake of 200 shares — an estimated $57.8K sold.

Center for Financial Planning first reported a position in FDX in Q2 2023 and held it in 2 quarters. The position peaked at $57.8K in Q4 2025. 2,045 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Center for Financial Planning reported no remaining FedEx position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 200 FedEx shares in Q1 2026, an estimated $57.8K.
  • Center for Financial Planning first reported a position in FedEx in Q2 2023 and held it in 2 quarters.
  • Center for Financial Planning's FedEx position peaked at $57.8K in Q4 2025.
  • 2,045 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.