FFM
FDX icon

Forum Financial Management’s FedEx FDX Stock Holding History

Forum Financial 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 		– Sell
-4,821
Closed -$1.39M – 569
2025
Q4 		$1.39M Buy
4,821
+105
+2% +$27.6K 0.02% 188
2025
Q3 		$1.11M Buy
4,716
+179
+4% +$41.3K 0.02% 219
2025
Q2 		$1.03M Buy
4,537
+331
+8% +$72.5K 0.02% 211
2025
Q1 		$1.03M Buy
4,206
+771
+22% +$200K 0.02% 203
2024
Q4 		$967K Buy
3,435
+758
+28% +$212K 0.02% 213
2024
Q3 		$733K Sell
2,677
-43
-2% -$12.5K 0.01% 236
2024
Q2 		$816K Buy
2,720
+119
+5% +$31.1K 0.01% 210
2024
Q1 		$754K Hold
2,601
– – 0.01% 236
2023
Q4 		$658K Sell
2,601
-334
-11% -$84.9K 0.01% 228
2023
Q3 		$778K Buy
2,935
+20
+0.7% +$5.2K 0.02% 190
2023
Q2 		$723K Buy
2,915
+296
+11% +$67.7K 0.02% 211
2023
Q1 		$598K Sell
2,619
-9
-0.3% -$1.83K 0.02% 225
2022
Q4 		$455K Sell
2,628
-56
-2% -$9.31K 0.02% 274
2022
Q3 		$399K Sell
2,684
-418
-13% -$88.2K 0.02% 272
2022
Q2 		$703K Buy
3,102
+916
+42% +$195K 0.04% 169
2022
Q1 		$505K Sell
2,186
-412
-16% -$96.8K 0.02% 239
2021
Q4 		$672K Buy
+2,598
New +$624K 0.03% 182

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's FDX Position: Q1 2026 in Review

Forum Financial Management sold out of FedEx (FDX) in Q1 2026, closing a stake of 4,821 shares — an estimated $1.39M sold.

Forum Financial Management first reported a position in FDX in Q4 2021 and held it in 17 quarters. The position peaked at $1.39M in Q4 2025. 2,038 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Forum Financial Management reported no remaining FedEx position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,821 FedEx shares in Q1 2026, an estimated $1.39M.
  • Forum Financial Management first reported a position in FedEx in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's FedEx position peaked at $1.39M in Q4 2025.
  • 2,038 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.