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HB Wealth Management’s FedEx FDX Stock Holding History

HB 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 		$9.05M Sell
28,892
-3,070
-10% -$1.12M 0.05% 183
2026
Q1 		$11.4M Sell
31,962
-376
-1% -$131K 0.07% 146
2025
Q4 		$9.34M Sell
32,338
-948
-3% -$249K 0.06% 163
2025
Q3 		$7.85M Buy
33,286
+2,463
+8% +$568K 0.05% 189
2025
Q2 		$7.01M Buy
30,823
+1,547
+5% +$339K 0.06% 181
2025
Q1 		$7.14M Buy
29,276
+3,007
+11% +$780K 0.06% 174
2024
Q4 		$7.39M Buy
26,269
+494
+2% +$138K 0.08% 125
2024
Q3 		$7.05M Buy
25,775
+1,912
+8% +$555K 0.08% 127
2024
Q2 		$7.16M Buy
23,863
+653
+3% +$171K 0.08% 114
2024
Q1 		$6.72M Sell
23,210
-347
-1% -$86.8K 0.08% 124
2023
Q4 		$5.96M Buy
23,557
+473
+2% +$120K 0.09% 122
2023
Q3 		$6.12M Buy
23,084
+480
+2% +$125K 0.1% 106
2023
Q2 		$5.6M Buy
22,604
+852
+4% +$195K 0.09% 113
2023
Q1 		$4.97M Buy
21,752
+5,761
+36% +$1.17M 0.09% 117
2022
Q4 		$2.77M Sell
15,991
-3,731
-19% -$620K 0.05% 163
2022
Q3 		$2.93M Buy
19,722
+2,786
+16% +$588K 0.06% 143
2022
Q2 		$3.84M Buy
16,936
+1,022
+6% +$218K 0.08% 122
2022
Q1 		$3.68M Buy
15,914
+7,275
+84% +$1.71M 0.07% 127
2021
Q4 		$2.23M Buy
+8,639
New +$2.07M 0.05% 151

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

HB Wealth Management reduced its FedEx (FDX) stake by 9.6% in Q2 2026, selling an estimated $1.12M and leaving 28,892 shares worth $9.05M. The position accounts for 0.05% of the portfolio, ranked #183.

HB Wealth Management first reported a position in FDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.4M in Q1 2026. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • HB Wealth Management held 28,892 shares of FedEx worth $9.05M as of Q2 2026.
  • HB Wealth Management sold 3,070 FedEx shares in Q2 2026, an estimated $1.12M.
  • FedEx made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #183 holding.
  • HB Wealth Management first reported a position in FedEx in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's FedEx position peaked at $11.4M in Q1 2026.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.