Compass Wealth Management’s FedEx FDX Stock Holding History

Compass 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 Q2	$3.44M	Sell	10,970 -315	-3%	-$114K	0.65%	52
2026 Q1	$4.02M	Sell	11,285 -546	-5%	-$190K	0.99%	44
2025 Q4	$3.42M	Sell	11,831 -230	-2%	-$60.4K	0.85%	46
2025 Q3	$2.84M	Sell	12,061 -951	-7%	-$219K	0.64%	58
2025 Q2	$2.96M	Sell	13,012 -577	-4%	-$126K	0.7%	57
2025 Q1	$3.31M	Sell	13,589 -190	-1%	-$49.3K	0.84%	45
2024 Q4	$3.88M	Sell	13,779 -270	-2%	-$75.4K	0.93%	38
2024 Q3	$3.84M	Sell	14,049 -695	-5%	-$202K	0.91%	41
2024 Q2	$4.42M	Sell	14,744 -35	-0.2%	-$9.15K	1.09%	32
2024 Q1	$4.28M	Sell	14,779 -116	-0.8%	-$29K	1.07%	34
2023 Q4	$3.77M	Sell	14,895 -883	-6%	-$224K	1.05%	33
2023 Q3	$4.18M	Sell	15,778 -15	-0.1%	-$3.9K	1.31%	24
2023 Q2	$3.92M	Sell	15,793 -396	-2%	-$90.6K	1.18%	31
2023 Q1	$3.7M	Sell	16,189 -400	-2%	-$81.2K	1.18%	31
2022 Q4	$2.87M	Buy	+16,589	New	+$2.76M	0.94%	37

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

Compass Wealth Management's FDX Position: Q2 2026 in Review

Compass Wealth Management reduced its FedEx (FDX) stake by 2.8% in Q2 2026, selling an estimated $114K and leaving 10,970 shares worth $3.44M. The position accounts for 0.65% of the portfolio, ranked #52.

Compass Wealth Management first reported a position in FDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.42M in Q2 2024. 1,957 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Compass Wealth Management held 10,970 shares of FedEx worth $3.44M as of Q2 2026.
Compass Wealth Management sold 315 FedEx shares in Q2 2026, an estimated $114K.
FedEx made up 0.65% of Compass Wealth Management's portfolio in Q2 2026, its #52 holding.
Compass Wealth Management first reported a position in FedEx in Q4 2022 and has held it in 15 quarters since.
Compass Wealth Management's FedEx position peaked at $4.42M in Q2 2024.
1,957 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

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