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EP Wealth Advisors’s FedEx FDX Stock Holding History

EP Wealth Advisors’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 		$4.57M Buy
14,603
+1,418
+11% +$515K 0.02% 398
2026
Q1 		$4.7M Sell
13,185
-1,043
-7% -$362K 0.02% 322
2025
Q4 		$4.11M Buy
+14,228
New +$3.74M 0.02% 310
2025
Q2 		$2.77M Buy
12,207
+3,201
+36% +$701K 0.02% 355
2025
Q1 		$2.2M Sell
9,006
-453
-5% -$117K 0.02% 353
2024
Q4 		$2.66M Sell
9,459
-262
-3% -$73.1K 0.02% 309
2024
Q3 		$2.66M Buy
9,721
+5,892
+154% +$1.71M 0.02% 307
2024
Q2 		$1.15M Buy
3,829
+737
+24% +$193K 0.01% 367
2024
Q1 		$896K Sell
3,092
-423
-12% -$106K 0.01% 398
2023
Q4 		$889K Buy
3,515
+715
+26% +$182K 0.01% 384
2023
Q3 		$742K Buy
2,800
+830
+42% +$216K 0.01% 389
2023
Q2 		$657K Sell
1,970
-52,916
-96% -$12.1M 0.01% 410
2023
Q1 		$2.09M Buy
54,886
+52,234
+1,970% +$10.6M 0.04% 218
2022
Q4 		$459K Buy
+2,652
New +$441K 0.01% 396
2022
Q3 		– Sell
-112,449
Closed -$25.5M – 432
2022
Q2 		$25.5M Buy
112,449
+35,150
+45% +$7.5M 0.57% 49
2022
Q1 		$17.9M Sell
77,299
-13,070
-14% -$3.07M 0.39% 61
2021
Q4 		$23.4M Buy
90,369
+4,726
+6% +$1.13M 0.55% 45
2021
Q3 		$18.8M Buy
85,643
+10,518
+14% +$2.85M 0.52% 47
2021
Q2 		$22.4M Buy
75,125
+74,312
+9,140% +$22.1M 0.62% 43
2021
Q1 		$231K Sell
813
-7
-0.9% -$1.8K 0.01% 447
2020
Q4 		$213K Buy
820
+16
+2% +$4.43K 0.01% 398
2020
Q3 		$202K Buy
+804
New +$161K 0.01% 346
2018
Q4 		– Sell
-1,050
Closed -$253K – 276
2018
Q3 		$253K Buy
+1,050
New +$254K 0.02% 239
2017
Q2 		– Sell
-1,110
Closed -$217K – 182
2017
Q1 		$217K Buy
+1,110
New +$212K 0.03% 145

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's FDX Position: Q2 2026 in Review

EP Wealth Advisors increased its FedEx (FDX) stake by 11% in Q2 2026, buying an estimated $515K and bringing the position to 14,603 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #398.

EP Wealth Advisors first reported a position in FDX in Q1 2017 and has held it in 24 quarters since. The position peaked at $25.5M in Q2 2022. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • EP Wealth Advisors held 14,603 shares of FedEx worth $4.57M as of Q2 2026.
  • EP Wealth Advisors bought 1,418 FedEx shares in Q2 2026, an estimated $515K.
  • FedEx made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #398 holding.
  • EP Wealth Advisors first reported a position in FedEx in Q1 2017 and has held it in 24 quarters since.
  • EP Wealth Advisors's FedEx position peaked at $25.5M in Q2 2022.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.