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
2023 Q2	–	Sell	-3,300	Closed	-$59	–	2710
2023 Q1	$59	Hold	3,300	–	–	﹤0.01%	2640
2022 Q4	$4.46K	Hold	3,300	–	–	﹤0.01%	2395
2022 Q3	$104K	Hold	3,300	–	–	﹤0.01%	2022
2022 Q2	$1K	Buy	+3,300	New	+$704K	﹤0.01%	2267
2021 Q4	–	Sell	-5,000	Closed	-$52K	–	2131
2021 Q3	$52K	Sell	5,000 -300	-6%	-$81.4K	﹤0.01%	1990
2021 Q2	$2K	Buy	5,300 +1,700	+47%	+$504K	﹤0.01%	2040
2021 Q1	$1K	Buy	3,600 +3,300	+1,100%	+$850K	﹤0.01%	2584
2020 Q4	$1K	Buy	+300	New	+$83.1K	﹤0.01%	2320

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.