FSM Wealth Advisors’s FedEx FDX Stock Holding History

FSM 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	–	Sell	-1,087	Closed	-$314K	–	324
2025 Q4	$314K	Buy	+1,087	New	+$285K	0.04%	231
2025 Q3	–	Sell	-852	Closed	-$200K	–	325
2025 Q2	$200K	Sell	852 -117	-12%	-$25.6K	0.03%	283
2025 Q1	$236K	Buy	969 +112	+13%	+$29K	0.05%	188
2024 Q4	$238K	Sell	857 -256	-23%	-$71.5K	0.06%	164
2024 Q3	$305K	Buy	1,113 +42	+4%	+$12.2K	0.08%	128
2024 Q2	$321K	Buy	1,071 +368	+52%	+$96.3K	0.11%	108
2024 Q1	$204K	Buy	+703	New	+$176K	0.07%	161

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FSM Wealth Advisors's FDX Position: Q1 2026 in Review

FSM Wealth Advisors sold out of FedEx (FDX) in Q1 2026, closing a stake of 1,087 shares — an estimated $314K sold.

FSM Wealth Advisors first reported a position in FDX in Q1 2024 and held it in 7 quarters. The position peaked at $321K in Q2 2024. 2,038 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

FSM Wealth Advisors reported no remaining FedEx position as of Q1 2026 after selling out during the quarter.
FSM Wealth Advisors sold 1,087 FedEx shares in Q1 2026, an estimated $314K.
FSM Wealth Advisors first reported a position in FedEx in Q1 2024 and held it in 7 quarters.
FSM Wealth Advisors's FedEx position peaked at $321K in Q2 2024.
2,038 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on FSM Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.