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 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 $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

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

Compass Wealth Management reduced its FedEx (FDX) stake by 4.6% in Q1 2026, selling an estimated $190K and leaving 11,285 shares worth $4.02M. The position accounts for 0.99% of the portfolio, ranked #44.

Compass Wealth Management first reported a position in FDX in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.42M in Q2 2024. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Compass Wealth Management held 11,285 shares of FedEx worth $4.02M as of Q1 2026.
Compass Wealth Management sold 546 FedEx shares in Q1 2026, an estimated $190K.
FedEx made up 0.99% of Compass Wealth Management's portfolio in Q1 2026, its #44 holding.
Compass Wealth Management first reported a position in FedEx in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's FedEx position peaked at $4.42M in Q2 2024.
2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.