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Circle Wealth Management’s FedEx FDX Stock Holding History

Circle Wealth Management’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 		$1.04M Sell
2,929
-866
-23% -$301K 0.01% 133
2025
Q4 		$1.1M Buy
3,795
+15
+0.4% +$3.94K 0.02% 125
2025
Q3 		$891K Buy
3,780
+152
+4% +$35K 0.02% 131
2025
Q2 		$825K Sell
3,628
-208
-5% -$45.5K 0.02% 132
2025
Q1 		$935K Buy
3,836
+10
+0.3% +$2.59K 0.02% 117
2024
Q4 		$1.08M Buy
3,826
+12
+0.3% +$3.35K 0.02% 114
2024
Q3 		$1.04M Sell
3,814
-341
-8% -$99K 0.02% 113
2024
Q2 		$1.25M Sell
4,155
-282
-6% -$73.8K 0.03% 85
2024
Q1 		$1.29M Buy
4,437
+298
+7% +$74.5K 0.03% 81
2023
Q4 		$1.05M Buy
4,139
+410
+11% +$104K 0.03% 84
2023
Q3 		$988K Buy
3,729
+6
+0.2% +$1.56K 0.02% 84
2023
Q2 		$923K Buy
3,723
+15
+0.4% +$3.43K 0.12% 58
2023
Q1 		$847K Sell
3,708
-709
-16% -$144K 0.12% 61
2022
Q4 		$765K Buy
4,417
+43
+1% +$7.15K 0.12% 61
2022
Q3 		$649K Sell
4,374
-42
-1% -$8.86K 0.11% 71
2022
Q2 		$1M Hold
4,416
– – 0.16% 54
2022
Q1 		$1.02M Buy
4,416
+250
+6% +$58.7K 0.13% 68
2021
Q4 		$1.08M Buy
4,166
+678
+19% +$163K 0.14% 63
2021
Q3 		$765K Sell
3,488
-5
-0.1% -$1.36K 0.11% 85
2021
Q2 		$1.04M Buy
3,493
+511
+17% +$152K 0.15% 69
2021
Q1 		$847K Sell
2,982
-169
-5% -$43.5K 0.14% 77
2020
Q4 		$818K Buy
3,151
+661
+27% +$183K 0.12% 99
2020
Q3 		$626K Buy
2,490
+971
+64% +$194K 0.1% 99
2020
Q2 		$213K Buy
+1,519
New +$191K 0.04% 187

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

Circle Wealth Management's FDX Position: Q1 2026 in Review

Circle Wealth Management reduced its FedEx (FDX) stake by 23% in Q1 2026, selling an estimated $301K and leaving 2,929 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #133.

Circle Wealth Management first reported a position in FDX in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.29M in Q1 2024. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Circle Wealth Management held 2,929 shares of FedEx worth $1.04M as of Q1 2026.
  • Circle Wealth Management sold 866 FedEx shares in Q1 2026, an estimated $301K.
  • FedEx made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Circle Wealth Management first reported a position in FedEx in Q2 2020 and has held it in 24 quarters since.
  • Circle Wealth Management's FedEx position peaked at $1.29M in Q1 2024.
  • 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.