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Forvis Mazars Wealth Advisors’s FedEx FDX Stock Holding History

Forvis Mazars Wealth Advisors’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 		$872K Buy
2,784
+479
+21% +$174K 0.01% 241
2026
Q1 		$821K Buy
2,305
+10
+0.4% +$3.47K 0.02% 230
2025
Q4 		$663K Buy
2,295
+84
+4% +$22.1K 0.01% 251
2025
Q3 		$521K Buy
2,211
+545
+33% +$126K 0.01% 274
2025
Q2 		$379K Buy
1,666
+58
+4% +$12.7K 0.01% 332
2025
Q1 		$392K Sell
1,608
-33
-2% -$8.55K 0.01% 323
2024
Q4 		$462K Buy
1,641
+2
+0.1% +$558 0.01% 315
2024
Q3 		$448K Buy
1,639
+51
+3% +$14.8K 0.01% 330
2024
Q2 		$476K Hold
1,588
– – 0.01% 300
2024
Q1 		$460K Buy
1,588
+28
+2% +$7K 0.01% 305
2023
Q4 		$395K Sell
1,560
-56
-3% -$14.2K 0.01% 306
2023
Q3 		$428K Sell
1,616
-2,761
-63% -$718K 0.01% 299
2023
Q2 		$1.08M Buy
+4,377
New +$1M 0.03% 208
2021
Q1 		– Sell
-1,948
Closed -$506K – 311
2020
Q4 		$506K Buy
1,948
+1,033
+113% +$286K 0.03% 224
2020
Q3 		$230K Buy
+915
New +$183K 0.01% 293
2018
Q1 		– Sell
-1,278
Closed -$319K – 243
2017
Q4 		$319K Buy
+1,278
New +$292K 0.03% 194

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

Forvis Mazars Wealth Advisors's FDX Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its FedEx (FDX) stake by 21% in Q2 2026, buying an estimated $174K and bringing the position to 2,784 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #241.

Forvis Mazars Wealth Advisors first reported a position in FDX in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.08M in Q2 2023. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 2,784 shares of FedEx worth $872K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 479 FedEx shares in Q2 2026, an estimated $174K.
  • FedEx made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • Forvis Mazars Wealth Advisors first reported a position in FedEx in Q4 2017 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's FedEx position peaked at $1.08M in Q2 2023.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.