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Concurrent Investment Advisors’s FedEx FDX Stock Holding History

Concurrent Investment 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 		$2.48M Buy
6,953
+1,868
+37% +$648K 0.03% 547
2025
Q4 		$1.47M Buy
5,085
+1,355
+36% +$356K 0.02% 684
2025
Q3 		$880K Buy
3,730
+385
+12% +$88.8K 0.02% 693
2025
Q2 		$760K Sell
3,345
-384
-10% -$84.1K 0.01% 686
2025
Q1 		$909K Buy
3,729
+1,303
+54% +$338K 0.02% 572
2024
Q4 		$682K Sell
2,426
-49
-2% -$13.7K 0.02% 586
2024
Q3 		$677K Sell
2,475
-29
-1% -$8.42K 0.02% 551
2024
Q2 		$751K Buy
2,504
+115
+5% +$30.1K 0.02% 501
2024
Q1 		$692K Sell
2,389
-46
-2% -$11.5K 0.03% 463
2023
Q4 		$616K Buy
+2,435
New +$619K 0.03% 447

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concurrent Investment Advisors's FDX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its FedEx (FDX) stake by 37% in Q1 2026, buying an estimated $648K and bringing the position to 6,953 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #547.

Concurrent Investment Advisors first reported a position in FDX in Q4 2023 and has held it in 10 quarters since. 2,027 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Concurrent Investment Advisors held 6,953 shares of FedEx worth $2.48M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,868 FedEx shares in Q1 2026, an estimated $648K.
  • FedEx made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #547 holding.
  • Concurrent Investment Advisors first reported a position in FedEx in Q4 2023 and has held it in 10 quarters since.
  • 2,027 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.