Creative Planning’s FedEx FDX Stock Holding History

Creative Planning’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
2022 Q2	–	Sell	-500	Closed	-$14K	–	2374
2022 Q1	$14K	Buy	+500	New	+$117K	﹤0.01%	2175
2021 Q2	–	Sell	-1,600	Closed	-$191K	–	2242
2021 Q1	$191K	Sell	1,600 -100	-6%	-$25.8K	﹤0.01%	2110
2020 Q4	$182K	Buy	1,700 +1,200	+240%	+$332K	﹤0.01%	1933
2020 Q3	$7K	Buy	+500	New	+$100K	﹤0.01%	2031
2019 Q4	–	Sell	-1,200	Closed	-$1K	–	2037
2019 Q3	$1K	Buy	+1,200	New	+$193K	﹤0.01%	1967
2018 Q2	–	Sell	-100	Closed	-$1K	–	2098
2018 Q1	$1K	Buy	+100	New	+$25.3K	﹤0.01%	2013
2015 Q1	–	Sell	-1,500	Closed	-$19K	–	4271
2014 Q4	$19K	Buy	1,500 +500	+50%	+$84.6K	﹤0.01%	2688
2014 Q3	$18K	Hold	1,000	–	–	﹤0.01%	2602
2014 Q2	$12K	Hold	1,000	–	–	﹤0.01%	2770
2014 Q1	$6K	Buy	+1,000	New	+$136K	﹤0.01%	2990

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

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.