Forza Wealth Management’s FedEx FDX Stock Holding History

Forza 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
2026 Q2	$851K	Hold	2,718	–	–	0.26%	86
2026 Q1	$968K	Hold	2,718	–	–	0.34%	71
2025 Q4	$785K	Hold	2,718	–	–	0.28%	83
2025 Q3	$641K	Hold	2,718	–	–	0.25%	99
2025 Q2	$618K	Hold	2,718	–	–	0.25%	94
2025 Q1	$663K	Buy	2,718 +25	+0.9%	+$6.48K	0.3%	84
2024 Q4	$758K	Buy	2,693 +48	+2%	+$13.4K	0.35%	74
2024 Q3	$724K	Sell	2,645 -2	-0.1%	-$581	0.33%	77
2024 Q2	$794K	Hold	2,647	–	–	0.41%	66
2024 Q1	$767K	Hold	2,647	–	–	0.4%	66
2023 Q4	$670K	Buy	2,647 +220	+9%	+$55.9K	0.37%	74
2023 Q3	$643K	Hold	2,427	–	–	0.33%	94
2023 Q2	$602K	Hold	2,427	–	–	0.3%	97
2023 Q1	$555K	Hold	2,427	–	–	0.29%	106
2022 Q4	$420K	Buy	+2,427	New	+$403K	0.28%	98

Other funds holding FDX

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Forza Wealth Management's FDX Position: Q2 2026 in Review

Forza Wealth Management held its FedEx (FDX) position steady in Q2 2026 at 2,718 shares worth $851K. The position accounts for 0.26% of the portfolio, ranked #86.

Forza Wealth Management first reported a position in FDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $968K in Q1 2026. 391 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Forza Wealth Management held 2,718 shares of FedEx worth $851K as of Q2 2026.
Forza Wealth Management left its FedEx share count unchanged in Q2 2026.
FedEx made up 0.26% of Forza Wealth Management's portfolio in Q2 2026, its #86 holding.
Forza Wealth Management first reported a position in FedEx in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's FedEx position peaked at $968K in Q1 2026.
391 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.