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Eagle Rock Investment Company’s FedEx FDX Stock Holding History

Eagle Rock Investment Company’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
Q2 		– Sell
-567
Closed -$202K – 160
2026
Q1 		$202K Buy
+567
New +$197K 0.03% 157
2025
Q2 		– Sell
-3,373
Closed -$822K – 160
2025
Q1 		$822K Sell
3,373
-7,860
-70% -$2.04M 0.14% 100
2024
Q4 		$3.16M Sell
11,233
-86
-0.8% -$24K 0.53% 54
2024
Q3 		$3.1M Sell
11,319
-518
-4% -$150K 0.52% 57
2024
Q2 		$3.55M Sell
11,837
-167
-1% -$43.7K 0.64% 47
2024
Q1 		$3.48M Sell
12,004
-2,198
-15% -$550K 0.65% 48
2023
Q4 		$3.59M Sell
14,202
-1
-0% -$254 0.73% 39
2023
Q3 		$3.76M Sell
14,203
-409
-3% -$106K 0.85% 35
2023
Q2 		$3.72M Sell
14,612
-181
-1% -$41.4K 0.8% 37
2023
Q1 		$3.38M Sell
14,793
-740
-5% -$150K 0.78% 39
2022
Q4 		$2.99M Buy
15,533
+1,028
+7% +$171K 0.69% 42
2022
Q3 		$2.15M Sell
14,505
-13,055
-47% -$2.76M 0.56% 53
2022
Q2 		$6.25M Sell
27,560
-423
-2% -$90.3K 1.53% 20
2022
Q1 		$6.47M Buy
27,983
+6,366
+29% +$1.5M 1.37% 26
2021
Q4 		$5.59M Buy
+21,617
New +$5.19M 1.07% 34

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Eagle Rock Investment Company's FDX Position: Q2 2026 in Review

Eagle Rock Investment Company sold out of FedEx (FDX) in Q2 2026, closing a stake of 567 shares — an estimated $202K sold.

Eagle Rock Investment Company first reported a position in FDX in Q4 2021 and held it in 15 quarters. The position peaked at $6.47M in Q1 2022. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Eagle Rock Investment Company reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
  • Eagle Rock Investment Company sold 567 FedEx shares in Q2 2026, an estimated $202K.
  • Eagle Rock Investment Company first reported a position in FedEx in Q4 2021 and held it in 15 quarters.
  • Eagle Rock Investment Company's FedEx position peaked at $6.47M in Q1 2022.
  • 582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.