Hamel Associates’s FedEx FDX Stock Holding History

Hamel Associates’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	$579K	Sell	1,849 -21	-1%	-$7.63K	0.16%	65
2026 Q1	$666K	Buy	1,870 +110	+6%	+$38.2K	0.19%	60
2025 Q4	$508K	Hold	1,760	–	–	0.15%	61
2025 Q3	$415K	Hold	1,760	–	–	0.13%	61
2025 Q2	$400K	Hold	1,760	–	–	0.14%	62
2025 Q1	$429K	Hold	1,760	–	–	0.15%	65
2024 Q4	$495K	Hold	1,760	–	–	0.16%	66
2024 Q3	$482K	Hold	1,760	–	–	0.15%	66
2024 Q2	$528K	Sell	1,760 -200	-10%	-$52.3K	0.17%	64
2024 Q1	$568K	Hold	1,960	–	–	0.18%	63
2023 Q4	$496K	Hold	1,960	–	–	0.17%	63
2023 Q3	$519K	Hold	1,960	–	–	0.19%	61
2023 Q2	$486K	Hold	1,960	–	–	0.17%	62
2023 Q1	$448K	Hold	1,960	–	–	0.16%	68
2022 Q4	$339K	Hold	1,960	–	–	0.12%	73
2022 Q3	$291K	Hold	1,960	–	–	0.12%	73
2022 Q2	$444K	Hold	1,960	–	–	0.18%	69
2022 Q1	$454K	Hold	1,960	–	–	0.16%	64
2021 Q4	$507K	Hold	1,960	–	–	0.18%	63
2021 Q3	$430K	Sell	1,960 -130	-6%	-$35.3K	0.17%	57
2021 Q2	$624K	Buy	2,090 +35	+2%	+$10.4K	0.24%	55
2021 Q1	$584K	Hold	2,055	–	–	0.23%	56
2020 Q4	$534K	Sell	2,055 -35	-2%	-$9.69K	0.22%	56
2020 Q3	$526K	Buy	2,090 +315	+18%	+$63K	0.23%	52
2020 Q2	$249K	Sell	1,775 -112	-6%	-$14.1K	0.12%	60
2020 Q1	$229K	Sell	1,887 -560	-23%	-$78.8K	0.12%	64
2019 Q4	$370K	Sell	2,447 -325	-12%	-$50.1K	0.15%	69
2019 Q3	$404K	Buy	2,772 +325	+13%	+$52.4K	0.17%	68
2019 Q2	$402K	Hold	2,447	–	–	0.18%	71
2019 Q1	$444K	Sell	2,447 -190	-7%	-$33.6K	0.2%	68
2018 Q4	$425K	Sell	2,637 -120	-4%	-$25.4K	0.21%	76
2018 Q3	$664K	Sell	2,757 -65	-2%	-$15.7K	0.29%	68
2018 Q2	$641K	Hold	2,822	–	–	0.29%	66
2018 Q1	$678	Buy	2,822 +770	+38%	+$195K	0.05%	64
2017 Q4	$512K	Hold	2,052	–	–	0.24%	62
2017 Q3	$463K	Buy	2,052 +255	+14%	+$54.3K	0.23%	63
2017 Q2	$391K	Hold	1,797	–	–	0.2%	67
2017 Q1	$351K	Hold	1,797	–	–	0.18%	67
2016 Q4	$335K	Sell	1,797 -26	-1%	-$4.77K	0.17%	72
2016 Q3	$318K	Hold	1,823	–	–	0.17%	73
2016 Q2	$277K	Hold	1,823	–	–	0.14%	80
2016 Q1	$297K	Hold	1,823	–	–	0.16%	78
2015 Q4	$272K	Hold	1,823	–	–	0.17%	76
2015 Q3	$262K	Hold	1,823	–	–	0.19%	81
2015 Q2	$311K	Sell	1,823 -88	-5%	-$15.3K	0.2%	82
2015 Q1	$316K	Hold	1,911	–	–	0.21%	84
2014 Q4	$332K	Sell	1,911 -1,000	-34%	-$169K	0.22%	85
2014 Q3	$470K	Hold	2,911	–	–	0.31%	73
2014 Q2	$441K	Hold	2,911	–	–	0.29%	80
2014 Q1	$386K	Sell	2,911 -375	-11%	-$50.9K	0.27%	79
2013 Q4	$472K	Buy	+3,286	New	+$435K	0.33%	73

Other funds holding FDX

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Hamel Associates's FDX Position: Q2 2026 in Review

Hamel Associates reduced its FedEx (FDX) stake by 1.1% in Q2 2026, selling an estimated $7.63K and leaving 1,849 shares worth $579K. The position accounts for 0.16% of the portfolio, ranked #65.

Hamel Associates first reported a position in FDX in Q4 2013 and has held it in 51 quarters since. The position peaked at $666K in Q1 2026. 867 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Hamel Associates held 1,849 shares of FedEx worth $579K as of Q2 2026.
Hamel Associates sold 21 FedEx shares in Q2 2026, an estimated $7.63K.
FedEx made up 0.16% of Hamel Associates's portfolio in Q2 2026, its #65 holding.
Hamel Associates first reported a position in FedEx in Q4 2013 and has held it in 51 quarters since.
Hamel Associates's FedEx position peaked at $666K in Q1 2026.
867 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.