CM Wealth Advisors’s FedEx FDX Stock Holding History

CM Wealth 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	$265K	Hold	842	–	–	0.05%	157
2026 Q1	$301K	Hold	842	–	–	0.06%	114
2025 Q4	$244K	Buy	+842	New	+$221K	0.06%	128

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CM Wealth Advisors's FDX Position: Q2 2026 in Review

CM Wealth Advisors held its FedEx (FDX) position steady in Q2 2026 at 842 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #157.

CM Wealth Advisors first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q1 2026. 1,957 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

CM Wealth Advisors held 842 shares of FedEx worth $265K as of Q2 2026.
CM Wealth Advisors left its FedEx share count unchanged in Q2 2026.
FedEx made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #157 holding.
CM Wealth Advisors first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
CM Wealth Advisors's FedEx position peaked at $301K in Q1 2026.
1,957 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.