FRG Family Wealth Advisors’s FedEx FDX Stock Holding History

FRG Family 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 Q1	$2.35M	Buy	6,595 +60	+0.9%	+$20.8K	0.38%	53
2025 Q4	$1.89M	Hold	6,535	–	–	0.29%	59
2025 Q3	$1.54M	Hold	6,535	–	–	0.25%	61
2025 Q2	$1.49M	Sell	6,535 -90	-1%	-$19.7K	0.26%	59
2025 Q1	$1.62M	Sell	6,625 -1,230	-16%	-$319K	0.31%	53
2024 Q4	$2.21M	Hold	7,855	–	–	0.4%	45
2024 Q3	$2.15M	Hold	7,855	–	–	0.38%	47
2024 Q2	$2.24M	Hold	7,855	–	–	0.43%	45
2024 Q1	$2.06M	Buy	7,855 +1,230	+19%	+$308K	0.4%	44
2023 Q4	$1.68M	Hold	6,625	–	–	0.34%	51
2023 Q3	$1.76M	Hold	6,625	–	–	0.4%	47
2023 Q2	$1.64M	Hold	6,625	–	–	0.36%	51
2023 Q1	$1.51M	Hold	6,625	–	–	0.35%	57
2022 Q4	$1.15M	Sell	6,625 -50	-0.7%	-$8.31K	0.27%	68
2022 Q3	$991K	Sell	6,675 -310	-4%	-$65.4K	0.24%	69
2022 Q2	$1.58M	Hold	6,985	–	–	0.37%	51
2022 Q1	$1.62M	Buy	6,985 +450	+7%	+$106K	0.31%	56
2021 Q4	$1.69M	Hold	6,535	–	–	0.32%	54
2021 Q3	$1.43M	Hold	6,535	–	–	0.28%	57
2021 Q2	$1.95M	Buy	6,535 +7	+0.1%	+$2.08K	0.37%	52
2021 Q1	$1.85M	Sell	6,528 -87	-1%	-$22.4K	0.38%	51
2020 Q4	$1.72M	Hold	6,615	–	–	0.37%	52
2020 Q3	$1.66M	Hold	6,615	–	–	0.4%	49
2020 Q2	$928K	Hold	6,615	–	–	0.24%	68
2020 Q1	$802K	Sell	6,615 -915	-12%	-$129K	0.24%	73
2019 Q4	$1.14M	Sell	7,530 -3,235	-30%	-$499K	0.28%	67
2019 Q3	$1.57M	Sell	10,765 -645	-6%	-$104K	0.4%	56
2019 Q2	$1.87M	Buy	11,410 +115	+1%	+$20.1K	0.49%	52
2019 Q1	$2.05M	Hold	11,295	–	–	0.58%	50
2018 Q4	$1.82M	Sell	11,295 -1,865	-14%	-$394K	0.6%	48
2018 Q3	$3.17M	Buy	13,160 +320	+2%	+$77.5K	0.87%	36
2018 Q2	$2.92M	Buy	12,840 +440	+4%	+$109K	0.87%	36
2018 Q1	$2.98M	Sell	12,400 -31	-0.2%	-$7.84K	0.99%	29
2017 Q4	$3.1M	Hold	12,431	–	–	1%	36
2017 Q3	$2.8M	Buy	12,431 +510	+4%	+$109K	0.97%	34
2017 Q2	$2.59M	Buy	11,921 +145	+1%	+$28.6K	0.95%	36
2017 Q1	$2.29M	Sell	11,776 -165	-1%	-$31.5K	0.89%	39
2016 Q4	$2.22M	Buy	11,941 +536	+5%	+$98.4K	0.93%	38
2016 Q3	$1.99M	Buy	11,405 +140	+1%	+$22.9K	0.9%	38
2016 Q2	$1.71M	Buy	11,265 +795	+8%	+$129K	0.77%	46
2016 Q1	$1.69M	Buy	10,470 +95	+0.9%	+$13.2K	0.82%	45
2015 Q4	$1.55M	Buy	+10,375	New	+$1.6M	0.75%	48

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FRG Family Wealth Advisors's FDX Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its FedEx (FDX) stake by 0.92% in Q1 2026, buying an estimated $20.8K and bringing the position to 6,595 shares worth $2.35M. The position accounts for 0.38% of the portfolio, ranked #53.

FRG Family Wealth Advisors first reported a position in FDX in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.17M in Q3 2018. 2,027 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

FRG Family Wealth Advisors held 6,595 shares of FedEx worth $2.35M as of Q1 2026.
FRG Family Wealth Advisors bought 60 FedEx shares in Q1 2026, an estimated $20.8K.
FedEx made up 0.38% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #53 holding.
FRG Family Wealth Advisors first reported a position in FedEx in Q4 2015 and has held it in 42 quarters since.
FRG Family Wealth Advisors's FedEx position peaked at $3.17M in Q3 2018.
2,027 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.