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 Q1	$301K	Hold	842	–	–	0.06%	114
2025 Q4	$244K	Buy	+842	New	+$221K	0.06%	128

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CM Wealth Advisors's FDX Position: Q1 2026 in Review

CM Wealth Advisors held its FedEx (FDX) position steady in Q1 2026 at 842 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #114.

CM Wealth Advisors 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.

CM Wealth Advisors held 842 shares of FedEx worth $301K as of Q1 2026.
CM Wealth Advisors left its FedEx share count unchanged in Q1 2026.
FedEx made up 0.06% of CM Wealth Advisors's portfolio in Q1 2026, its #114 holding.
CM Wealth Advisors 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 CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.