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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s FedEx FDX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q2 		– Sell
-188
Closed -$46K – 512
2025
Q1 		$46K Hold
188
– – 0.02% 269
2024
Q4 		$53.1K Hold
188
– – 0.02% 253
2024
Q3 		$51.6K Hold
188
– – 0.03% 218
2024
Q2 		$56.4K Hold
188
– – 0.03% 197
2024
Q1 		$54.5K Buy
+188
New +$47K 0.04% 185

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FDX Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of FedEx (FDX) in Q2 2025, closing a stake of 188 shares — an estimated $46K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FDX in Q1 2024 and held it in 5 quarters. The position peaked at $56.4K in Q2 2024. 1,700 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 188 FedEx shares in Q2 2025, an estimated $46K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FedEx in Q1 2024 and held it in 5 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FedEx position peaked at $56.4K in Q2 2024.
  • 1,700 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.