Creative Planning’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.1M | Buy |
134,941
+14,097
| +12% | +$4.89M | 0.03% | 227 |
|
|
2025
Q4 | $34.9M | Buy |
120,844
+22,254
| +23% | +$5.84M | 0.03% | 261 |
|
|
2025
Q3 | $23.2M | Buy |
98,590
+16,072
| +19% | +$3.71M | 0.02% | 323 |
|
|
2025
Q2 | $18.8M | Buy |
82,518
+5,278
| +7% | +$1.16M | 0.02% | 354 |
|
|
2025
Q1 | $18.8M | Sell |
77,240
-7,183
| -9% | -$1.86M | 0.02% | 341 |
|
|
2024
Q4 | $23.8M | Buy |
84,423
+2,727
| +3% | +$761K | 0.02% | 263 |
|
|
2024
Q3 | $22.2M | Buy |
81,696
+11,081
| +16% | +$3.22M | 0.02% | 261 |
|
|
2024
Q2 | $21.2M | Buy |
70,615
+2,563
| +4% | +$670K | 0.02% | 253 |
|
|
2024
Q1 | $19.7M | Sell |
68,052
-2,259
| -3% | -$565K | 0.02% | 271 |
|
|
2023
Q4 | $17.8M | Sell |
70,311
-3,680
| -5% | -$935K | 0.03% | 265 |
|
|
2023
Q3 | $19.6M | Buy |
73,991
+10,900
| +17% | +$2.83M | 0.03% | 240 |
|
|
2023
Q2 | $15.6M | Buy |
63,091
+3,303
| +6% | +$756K | 0.02% | 264 |
|
|
2023
Q1 | $13.7M | Sell |
59,788
-1,211
| -2% | -$246K | 0.02% | 274 |
|
|
2022
Q4 | $10.6M | Buy |
60,999
+7,015
| +13% | +$1.17M | 0.02% | 329 |
|
|
2022
Q3 | $8.02M | Buy |
53,984
+7,479
| +16% | +$1.58M | 0.01% | 343 |
|
|
2022
Q2 | $10.5M | Buy |
46,505
+10,725
| +30% | +$2.29M | 0.02% | 308 |
|
|
2022
Q1 | $8.28M | Buy |
35,780
+2,360
| +7% | +$555K | 0.01% | 349 |
|
|
2021
Q4 | $8.64M | Sell |
33,420
-12,307
| -27% | -$2.95M | 0.01% | 315 |
|
|
2021
Q3 | $10M | Buy |
45,727
+15,226
| +50% | +$4.13M | 0.02% | 269 |
|
|
2021
Q2 | $9.1M | Sell |
30,501
-5,574
| -15% | -$1.65M | 0.02% | 282 |
|
|
2021
Q1 | $10.2M | Buy |
36,075
+4,095
| +13% | +$1.05M | 0.02% | 271 |
|
|
2020
Q4 | $8.3M | Buy |
31,980
+768
| +2% | +$213K | 0.02% | 288 |
|
|
2020
Q3 | $7.85M | Sell |
31,212
-639
| -2% | -$128K | 0.02% | 248 |
|
|
2020
Q2 | $4.47M | Sell |
31,851
-2,010
| -6% | -$253K | 0.01% | 301 |
|
|
2020
Q1 | $4.11M | Buy |
33,861
+354
| +1% | +$49.8K | 0.01% | 285 |
|
|
2019
Q4 | $5.07M | Sell |
33,507
-4,584
| -12% | -$707K | 0.02% | 296 |
|
|
2019
Q3 | $5.54M | Buy |
38,091
+2,434
| +7% | +$392K | 0.02% | 268 |
|
|
2019
Q2 | $5.86M | Sell |
35,657
-571
| -2% | -$100K | 0.02% | 264 |
|
|
2019
Q1 | $6.57M | Buy |
36,228
+755
| +2% | +$133K | 0.02% | 224 |
|
|
2018
Q4 | $5.72M | Buy |
35,473
+4,901
| +16% | +$1.04M | 0.02% | 220 |
|
|
2018
Q3 | $7.36M | Buy |
30,572
+7,174
| +31% | +$1.74M | 0.03% | 210 |
|
|
2018
Q2 | $5.31M | Sell |
23,398
-37
| -0.2% | -$9.16K | 0.02% | 242 |
|
|
2018
Q1 | $5.63M | Buy |
23,435
+4,745
| +25% | +$1.2M | 0.02% | 225 |
|
|
2017
Q4 | $4.66M | Buy |
18,690
+1,015
| +6% | +$232K | 0.02% | 257 |
|
|
2017
Q3 | $3.99M | Buy |
17,675
+1,345
| +8% | +$286K | 0.02% | 282 |
|
|
2017
Q2 | $3.55M | Buy |
16,330
+776
| +5% | +$153K | 0.02% | 285 |
|
|
2017
Q1 | $3.04M | Sell |
15,554
-268
| -2% | -$51.2K | 0.02% | 310 |
|
|
2016
Q4 | $2.95M | Buy |
15,822
+2,531
| +19% | +$464K | 0.02% | 305 |
|
|
2016
Q3 | $2.32M | Buy |
13,291
+1,140
| +9% | +$187K | 0.01% | 347 |
|
|
2016
Q2 | $1.84M | Buy |
12,151
+97
| +0.8% | +$15.7K | 0.01% | 353 |
|
|
2016
Q1 | $1.96M | Buy |
12,054
+482
| +4% | +$67K | 0.02% | 320 |
|
|
2015
Q4 | $1.72M | Sell |
11,572
-1,117
| -9% | -$173K | 0.01% | 351 |
|
|
2015
Q3 | $1.83M | Sell |
12,689
-93
| -0.7% | -$14.8K | 0.02% | 311 |
|
|
2015
Q2 | $2.18M | Buy |
12,782
+1,951
| +18% | +$339K | 0.02% | 275 |
|
|
2015
Q1 | $1.79M | Sell |
10,831
-306
| -3% | -$53.1K | 0.02% | 306 |
|
|
2014
Q4 | $1.93M | Sell |
11,137
-410
| -4% | -$69.3K | 0.02% | 283 |
|
|
2014
Q3 | $1.86M | Buy |
11,547
+732
| +7% | +$111K | 0.02% | 256 |
|
|
2014
Q2 | $1.64M | Buy |
10,815
+469
| +5% | +$65.5K | 0.02% | 268 |
|
|
2014
Q1 | $1.37M | Buy |
10,346
+891
| +9% | +$121K | 0.02% | 283 |
|
|
2013
Q4 | $1.36M | Sell |
9,455
-2,802
| -23% | -$371K | 0.02% | 249 |
|
|
2013
Q3 | $1.4M | Buy |
12,257
+3,029
| +33% | +$327K | 0.03% | 205 |
|
|
2013
Q2 | $910K | Buy |
+9,228
| New | +$896K | 0.02% | 253 |
|
Other funds holding FDX
VCM
VPM
Creative Planning's FDX Position: Q1 2026 in Review
Creative Planning increased its FedEx (FDX) stake by 12% in Q1 2026, buying an estimated $4.89M and bringing the position to 134,941 shares worth $48.1M. The position accounts for 0.03% of the portfolio, ranked #227.
Creative Planning first reported a position in FDX in Q2 2013 and has held it in 52 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.
- Creative Planning held 134,941 shares of FedEx worth $48.1M as of Q1 2026.
- Creative Planning bought 14,097 FedEx shares in Q1 2026, an estimated $4.89M.
- FedEx made up 0.03% of Creative Planning's portfolio in Q1 2026, its #227 holding.
- Creative Planning first reported a position in FedEx in Q2 2013 and has held it in 52 quarters since.
- 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.