Clifford Swan Investment Counsel’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $490K | Sell |
1,564
-51
| -3% | -$18.5K | 0.02% | 222 |
|
|
2026
Q1 | $575K | Buy |
1,615
+100
| +7% | +$34.7K | 0.02% | 202 |
|
|
2025
Q4 | $438K | Hold |
1,515
| – | – | 0.01% | 235 |
|
|
2025
Q3 | $357K | Buy |
1,515
+400
| +36% | +$92.2K | 0.01% | 251 |
|
|
2025
Q2 | $253K | Sell |
1,115
-26
| -2% | -$5.69K | 0.01% | 286 |
|
|
2025
Q1 | $278K | Buy |
1,141
+43
| +4% | +$11.1K | 0.01% | 271 |
|
|
2024
Q4 | $309K | Sell |
1,098
-229
| -17% | -$63.9K | 0.01% | 265 |
|
|
2024
Q3 | $363K | Sell |
1,327
-20
| -1% | -$5.81K | 0.01% | 255 |
|
|
2024
Q2 | $404K | Buy |
1,347
+298
| +28% | +$78K | 0.02% | 238 |
|
|
2024
Q1 | $304K | Buy |
1,049
+20
| +2% | +$5K | 0.01% | 264 |
|
|
2023
Q4 | $260K | Hold |
1,029
| – | – | 0.01% | 274 |
|
|
2023
Q3 | $273K | Sell |
1,029
-35
| -3% | -$9.1K | 0.01% | 259 |
|
|
2023
Q2 | $264K | Buy |
+1,064
| New | +$243K | 0.01% | 271 |
|
|
2022
Q3 | – | Sell |
-1,069
| Closed | -$242K | – | 312 |
|
|
2022
Q2 | $242K | Buy |
1,069
+2
| +0.2% | +$427 | 0.01% | 297 |
|
|
2022
Q1 | $247K | Buy |
1,067
+250
| +31% | +$58.7K | 0.01% | 302 |
|
|
2021
Q4 | $211K | Buy |
+817
| New | +$196K | 0.01% | 326 |
|
|
2021
Q3 | – | Sell |
-842
| Closed | -$232K | – | 330 |
|
|
2021
Q2 | $232K | Buy |
842
+25
| +3% | +$7.42K | 0.01% | 305 |
|
|
2021
Q1 | $232K | Hold |
817
| – | – | 0.01% | 306 |
|
|
2020
Q4 | $212K | Sell |
817
-100
| -11% | -$27.7K | 0.01% | 308 |
|
|
2020
Q3 | $231K | Buy |
+917
| New | +$183K | 0.01% | 285 |
|
|
2018
Q4 | – | Sell |
-950
| Closed | -$229K | – | 301 |
|
|
2018
Q3 | $229K | Sell |
950
-52
| -5% | -$12.6K | 0.01% | 290 |
|
|
2018
Q2 | $228K | Buy |
1,002
+152
| +18% | +$37.7K | 0.01% | 286 |
|
|
2018
Q1 | $204K | Sell |
850
-312
| -27% | -$78.9K | 0.01% | 298 |
|
|
2017
Q4 | $290K | Hold |
1,162
| – | – | 0.02% | 257 |
|
|
2017
Q3 | $262K | Buy |
+1,162
| New | +$247K | 0.02% | 270 |
|
|
2016
Q2 | – | Sell |
-4,694
| Closed | -$764K | – | 265 |
|
|
2016
Q1 | $764K | Sell |
4,694
-285
| -6% | -$39.6K | 0.05% | 159 |
|
|
2015
Q4 | $742K | Sell |
4,979
-139
| -3% | -$21.5K | 0.05% | 170 |
|
|
2015
Q3 | $737K | Sell |
5,118
-1,550
| -23% | -$247K | 0.05% | 160 |
|
|
2015
Q2 | $1.14M | Buy |
6,668
+330
| +5% | +$57.4K | 0.08% | 139 |
|
|
2015
Q1 | $1.05M | Buy |
6,338
+2,190
| +53% | +$380K | 0.07% | 136 |
|
|
2014
Q4 | $720K | Hold |
4,148
| – | – | 0.05% | 161 |
|
|
2014
Q3 | $670K | Buy |
4,148
+40
| +1% | +$6.08K | 0.05% | 161 |
|
|
2014
Q2 | $622K | Buy |
4,108
+610
| +17% | +$85.2K | 0.04% | 172 |
|
|
2014
Q1 | $464K | Buy |
+3,498
| New | +$475K | 0.03% | 188 |
|
Other funds holding FDX
Clifford Swan Investment Counsel's FDX Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its FedEx (FDX) stake by 3.2% in Q2 2026, selling an estimated $18.5K and leaving 1,564 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #222.
Clifford Swan Investment Counsel first reported a position in FDX in Q1 2014 and has held it in 34 quarters since. The position peaked at $1.14M in Q2 2015. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.
- Clifford Swan Investment Counsel held 1,564 shares of FedEx worth $490K as of Q2 2026.
- Clifford Swan Investment Counsel sold 51 FedEx shares in Q2 2026, an estimated $18.5K.
- FedEx made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #222 holding.
- Clifford Swan Investment Counsel first reported a position in FedEx in Q1 2014 and has held it in 34 quarters since.
- Clifford Swan Investment Counsel's FedEx position peaked at $1.14M in Q2 2015.
- 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.