Executive Wealth Management’s FedEx FDX Stock Holding History

Executive 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
2024 Q4	$260K	Buy	925 +2	+0.2%	+$558	0.02%	228
2024 Q3	$253K	Buy	923 +7	+0.8%	+$2.03K	0.02%	238
2024 Q2	$275K	Sell	916 -20	-2%	-$5.23K	0.05%	105
2024 Q1	$262K	Buy	936 +5	+0.5%	+$1.25K	0.02%	213
2023 Q4	$236K	Buy	931 +3	+0.3%	+$762	0.02%	196
2023 Q3	$246K	Sell	928 -175	-16%	-$45.5K	0.03%	176
2023 Q2	$273K	Buy	1,103 +3	+0.3%	+$687	0.03%	165
2023 Q1	$251K	Buy	+1,100	New	+$223K	0.03%	169
2022 Q2	–	Sell	-923	Closed	-$213K	–	190
2022 Q1	$213K	Buy	+923	New	+$217K	0.02%	179
2021 Q3	–	Sell	-694	Closed	-$207K	–	189
2021 Q2	$207K	Buy	+694	New	+$206K	0.02%	184
2021 Q1	–	Sell	-848	Closed	-$220K	–	193
2020 Q4	$220K	Buy	+848	New	+$235K	0.03%	162
2019 Q3	–	Sell	-29	Closed	-$5K	–	352
2019 Q2	$5K	Hold	29	–	–	﹤0.01%	711
2019 Q1	$5K	Hold	29	–	–	﹤0.01%	643
2018 Q4	$5K	Buy	+29	New	+$6.13K	﹤0.01%	667

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Executive Wealth Management's FDX Position: Q4 2024 in Review

Executive Wealth Management increased its FedEx (FDX) stake by 0.22% in Q4 2024, buying an estimated $558 and bringing the position to 925 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #228.

Executive Wealth Management first reported a position in FDX in Q4 2018 and has held it in 14 quarters since. The position peaked at $275K in Q2 2024. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

Executive Wealth Management held 925 shares of FedEx worth $260K as of Q4 2024.
Executive Wealth Management bought 2 FedEx shares in Q4 2024, an estimated $558.
FedEx made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #228 holding.
Executive Wealth Management first reported a position in FedEx in Q4 2018 and has held it in 14 quarters since.
Executive Wealth Management's FedEx position peaked at $275K in Q2 2024.
1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.