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Falcon Wealth Planning’s FedEx FDX Stock Holding History

Falcon Wealth Planning’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 		$400K Sell
1,277
-167
-12% -$60.7K 0.03% 163
2026
Q1 		$514K Sell
1,444
-116
-7% -$40.3K 0.04% 131
2025
Q4 		$451K Buy
1,560
+328
+27% +$86.1K 0.04% 128
2025
Q3 		$291K Buy
1,232
+83
+7% +$19.1K 0.03% 153
2025
Q2 		$261K Sell
1,149
-49
-4% -$10.7K 0.03% 146
2025
Q1 		$292K Buy
1,198
+294
+33% +$76.2K 0.03% 140
2024
Q4 		$254K Sell
904
-4
-0.4% -$1.12K 0.03% 142
2024
Q3 		$249K Buy
908
+7
+0.8% +$2.03K 0.03% 136
2024
Q2 		$270K Buy
901
+85
+10% +$22.2K 0.04% 115
2024
Q1 		$236K Sell
816
-149
-15% -$37.3K 0.04% 124
2023
Q4 		$244K Buy
+965
New +$245K 0.04% 116

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

Falcon Wealth Planning's FDX Position: Q2 2026 in Review

Falcon Wealth Planning reduced its FedEx (FDX) stake by 12% in Q2 2026, selling an estimated $60.7K and leaving 1,277 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #163.

Falcon Wealth Planning first reported a position in FDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $514K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Falcon Wealth Planning held 1,277 shares of FedEx worth $400K as of Q2 2026.
  • Falcon Wealth Planning sold 167 FedEx shares in Q2 2026, an estimated $60.7K.
  • FedEx made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #163 holding.
  • Falcon Wealth Planning first reported a position in FedEx in Q4 2023 and has held it in 11 quarters since.
  • Falcon Wealth Planning's FedEx position peaked at $514K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.