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Goelzer Investment Management’s FedEx FDX Stock Holding History

Goelzer Investment 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 		$2.27M Sell
7,245
-177
-2% -$64.3K 0.1% 130
2026
Q1 		$2.64M Buy
+7,422
New +$2.58M 0.13% 117
2020
Q4 		– Sell
-2,900
Closed -$729K – 214
2020
Q3 		$729K Sell
2,900
-100
-3% -$20K 0.07% 174
2020
Q2 		$421K Hold
3,000
– – 0.04% 195
2020
Q1 		$364K Sell
3,000
-185
-6% -$26K 0.04% 201
2019
Q4 		$482K Sell
3,185
-155
-5% -$23.9K 0.04% 197
2019
Q3 		$486K Sell
3,340
-19
-0.6% -$3.06K 0.04% 191
2019
Q2 		$552K Sell
3,359
-505
-13% -$88.4K 0.05% 189
2019
Q1 		$701K Sell
3,864
-4,817
-55% -$851K 0.07% 187
2018
Q4 		$1.4M Sell
8,681
-533
-6% -$113K 0.18% 142
2018
Q3 		$2.22M Sell
9,214
-267
-3% -$64.6K 0.25% 131
2018
Q2 		$2.15M Sell
9,481
-621
-6% -$154K 0.25% 132
2018
Q1 		$2.43M Sell
10,102
-240
-2% -$60.7K 0.29% 122
2017
Q4 		$2.58M Sell
10,342
-230
-2% -$52.6K 0.29% 119
2017
Q3 		$2.38M Sell
10,572
-190
-2% -$40.5K 0.28% 120
2017
Q2 		$2.34M Sell
10,762
-337
-3% -$66.5K 0.29% 117
2017
Q1 		$2.17M Sell
11,099
-949
-8% -$181K 0.27% 122
2016
Q4 		$2.24M Sell
12,048
-3,023
-20% -$555K 0.29% 118
2016
Q3 		$2.63M Sell
15,071
-183
-1% -$30K 0.36% 118
2016
Q2 		$2.31M Sell
15,254
-1,197
-7% -$194K 0.32% 122
2016
Q1 		$2.68M Buy
16,451
+1,280
+8% +$178K 0.38% 110
2015
Q4 		$2.26M Sell
15,171
-714
-4% -$110K 0.33% 121
2015
Q3 		$2.29M Buy
15,885
+80
+0.5% +$12.8K 0.36% 117
2015
Q2 		$2.69M Sell
15,805
-263
-2% -$45.8K 0.41% 116
2015
Q1 		$2.66M Buy
+16,068
New +$2.79M 0.4% 116

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Goelzer Investment Management's FDX Position: Q2 2026 in Review

Goelzer Investment Management reduced its FedEx (FDX) stake by 2.4% in Q2 2026, selling an estimated $64.3K and leaving 7,245 shares worth $2.27M. The position accounts for 0.1% of the portfolio, ranked #130.

Goelzer Investment Management first reported a position in FDX in Q1 2015 and has held it in 25 quarters since. The position peaked at $2.69M in Q2 2015. 318 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Goelzer Investment Management held 7,245 shares of FedEx worth $2.27M as of Q2 2026.
  • Goelzer Investment Management sold 177 FedEx shares in Q2 2026, an estimated $64.3K.
  • FedEx made up 0.1% of Goelzer Investment Management's portfolio in Q2 2026, its #130 holding.
  • Goelzer Investment Management first reported a position in FedEx in Q1 2015 and has held it in 25 quarters since.
  • Goelzer Investment Management's FedEx position peaked at $2.69M in Q2 2015.
  • 318 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.