Connecticut Wealth Management’s FedEx FDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$306K Sell
976
-7
-0.7% -$2.54K 0.01% 291
2026
Q1
$350K Buy
+983
New +$341K 0.01% 264
2021
Q2
Sell
-810
Closed -$230K 201
2021
Q1
$230K Hold
810
0.02% 154
2020
Q4
$210K Buy
810
+1
+0.1% +$277 0.02% 181
2020
Q3
$203K Buy
+809
New +$162K 0.02% 194

Other funds holding FDX

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

Connecticut Wealth Management reduced its FedEx (FDX) stake by 0.71% in Q2 2026, selling an estimated $2.54K and leaving 976 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #291.

Connecticut Wealth Management first reported a position in FDX in Q3 2020 and has held it in 5 quarters since. The position peaked at $350K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Connecticut Wealth Management held 976 shares of FedEx worth $306K as of Q2 2026.
  • Connecticut Wealth Management sold 7 FedEx shares in Q2 2026, an estimated $2.54K.
  • FedEx made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #291 holding.
  • Connecticut Wealth Management first reported a position in FedEx in Q3 2020 and has held it in 5 quarters since.
  • Connecticut Wealth Management's FedEx position peaked at $350K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.