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Evercore Wealth Management’s FedEx FDX Stock Holding History

Evercore Wealth 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
Q2 		– Sell
-616
Closed -$219K – 438
2026
Q1 		$219K Buy
+616
New +$214K ﹤0.01% 377
2025
Q1 		– Sell
-1,362
Closed -$383K – 424
2024
Q4 		$383K Sell
1,362
-14
-1% -$3.91K 0.01% 311
2024
Q3 		$377K Sell
1,376
-1,050
-43% -$305K 0.01% 312
2024
Q2 		$727K Buy
2,426
+150
+7% +$39.2K 0.01% 241
2024
Q1 		$659K Sell
2,276
-988
-30% -$247K 0.01% 252
2023
Q4 		$826K Buy
3,264
+463
+17% +$118K 0.01% 232
2023
Q3 		$742K Sell
2,801
-36
-1% -$9.36K 0.01% 232
2023
Q2 		$703K Sell
2,837
-1,263
-31% -$289K 0.01% 241
2023
Q1 		$937K Sell
4,100
-2,110
-34% -$428K 0.02% 220
2022
Q4 		$1.08M Sell
6,210
-39,393
-86% -$6.55M 0.02% 202
2022
Q3 		$6.77M Sell
45,603
-189,487
-81% -$40M 0.15% 74
2022
Q2 		$53.3M Sell
235,090
-3,153
-1% -$673K 1.12% 33
2022
Q1 		$55.1M Buy
238,243
+63,220
+36% +$14.9M 0.97% 37
2021
Q4 		$45.3M Sell
175,023
-13,379
-7% -$3.21M 0.74% 41
2021
Q3 		$41.3M Buy
188,402
+2,753
+1% +$747K 0.75% 42
2021
Q2 		$55.4M Buy
185,649
+39,368
+27% +$11.7M 1.01% 38
2021
Q1 		$41.5M Buy
146,281
+143,793
+5,779% +$37M 0.82% 41
2020
Q4 		$646K Buy
2,488
+961
+63% +$266K 0.01% 260
2020
Q3 		$384K Buy
1,527
+12
+0.8% +$2.4K 0.01% 292
2020
Q2 		$212K Sell
1,515
-275
-15% -$34.6K 0.01% 357
2020
Q1 		$217K Sell
1,790
-1,418
-44% -$200K 0.01% 334
2019
Q4 		$485K Buy
3,208
+195
+6% +$30.1K 0.01% 282
2019
Q3 		$439K Sell
3,013
-656
-18% -$106K 0.01% 282
2019
Q2 		$603K Buy
3,669
+181
+5% +$31.7K 0.02% 257
2019
Q1 		$633K Buy
3,488
+605
+21% +$107K 0.02% 245
2018
Q4 		$465K Sell
2,883
-2,262
-44% -$478K 0.02% 255
2018
Q3 		$1.24M Buy
5,145
+837
+19% +$203K 0.04% 177
2018
Q2 		$978K Buy
4,308
+1,875
+77% +$464K 0.03% 201
2018
Q1 		$584K Sell
2,433
-230
-9% -$58.1K 0.02% 225
2017
Q4 		$664K Hold
2,663
– – 0.02% 228
2017
Q3 		$601K Sell
2,663
-10
-0.4% -$2.13K 0.02% 232
2017
Q2 		$581K Sell
2,673
-195
-7% -$38.5K 0.02% 239
2017
Q1 		$560K Sell
2,868
-300
-9% -$57.3K 0.02% 250
2016
Q4 		$590K Buy
3,168
+238
+8% +$43.7K 0.02% 241
2016
Q3 		$511K Buy
2,930
+389
+15% +$63.7K 0.02% 245
2016
Q2 		$385K Sell
2,541
-124
-5% -$20.1K 0.02% 272
2016
Q1 		$433K Sell
2,665
-500
-16% -$69.5K 0.02% 257
2015
Q4 		$472K Buy
3,165
+231
+8% +$35.7K 0.02% 257
2015
Q3 		$422K Sell
2,934
-151
-5% -$24.1K 0.02% 276
2015
Q2 		$525K Sell
3,085
-46
-1% -$8K 0.02% 266
2015
Q1 		$518K Buy
3,131
+703
+29% +$122K 0.02% 269
2014
Q4 		$422K Sell
2,428
-467
-16% -$79K 0.02% 266
2014
Q3 		$467K Hold
2,895
– – 0.02% 266
2014
Q2 		$439K Sell
2,895
-253
-8% -$35.3K 0.02% 285
2014
Q1 		$419K Sell
3,148
-1,172
-27% -$159K 0.02% 279
2013
Q4 		$622K Sell
4,320
-1,535
-26% -$203K 0.03% 236
2013
Q3 		$667K Sell
5,855
-165
-3% -$17.8K 0.04% 249
2013
Q2 		$595K Buy
+6,020
New +$584K 0.03% 259

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

Evercore Wealth Management's FDX Position: Q2 2026 in Review

Evercore Wealth Management sold out of FedEx (FDX) in Q2 2026, closing a stake of 616 shares — an estimated $219K sold.

Evercore Wealth Management first reported a position in FDX in Q2 2013 and held it in 48 quarters. The position peaked at $55.4M in Q2 2021. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Evercore Wealth Management reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 616 FedEx shares in Q2 2026, an estimated $219K.
  • Evercore Wealth Management first reported a position in FedEx in Q2 2013 and held it in 48 quarters.
  • Evercore Wealth Management's FedEx position peaked at $55.4M in Q2 2021.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.