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Center for Wealth Management Advisory’s FedEx FDX Stock Holding History

Center for Wealth Management Advisory’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 		$2.42M Sell
6,783
-166
-2% -$57.6K 1.74% 10
2025
Q4 		$2.01M Buy
+6,949
New +$1.82M 1.48% 13

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Center for Wealth Management Advisory's FDX Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its FedEx (FDX) stake by 2.4% in Q1 2026, selling an estimated $57.6K and leaving 6,783 shares worth $2.42M. The position accounts for 1.74% of the portfolio, ranked #10.

Center for Wealth Management Advisory first reported a position in FDX in Q4 2025 and has held it in 2 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Center for Wealth Management Advisory held 6,783 shares of FedEx worth $2.42M as of Q1 2026.
  • Center for Wealth Management Advisory sold 166 FedEx shares in Q1 2026, an estimated $57.6K.
  • FedEx made up 1.74% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #10 holding.
  • Center for Wealth Management Advisory first reported a position in FedEx in Q4 2025 and has held it in 2 quarters since.
  • 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.