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Evelyn Partners Investment Management’s FedEx FDX Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$128K Hold
360
– – ﹤0.01% 222
2025
Q4 		$104K Hold
360
– – ﹤0.01% 238
2025
Q3 		$84.9K Hold
360
– – ﹤0.01% 252
2025
Q2 		$81.8K Hold
360
– – ﹤0.01% 251
2025
Q1 		$87.8K Hold
360
– – ﹤0.01% 243
2024
Q4 		$101K Buy
+360
New +$101K ﹤0.01% 233

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State Street
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn Partners Investment Management's FDX Position: Q1 2026 in Review

Evelyn Partners Investment Management held its FedEx (FDX) position steady in Q1 2026 at 360 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Evelyn Partners Investment Management first reported a position in FDX in Q4 2024 and has held it in 6 quarters since. 2,028 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Evelyn Partners Investment Management held 360 shares of FedEx worth $128K as of Q1 2026.
  • Evelyn Partners Investment Management left its FedEx share count unchanged in Q1 2026.
  • FedEx made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #222 holding.
  • Evelyn Partners Investment Management first reported a position in FedEx in Q4 2024 and has held it in 6 quarters since.
  • 2,028 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.