HWA
FDX icon

HHM Wealth Advisors’s FedEx FDX Stock Holding History

HHM 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
Q2 		$159K Sell
508
-6
-1% -$2.18K 0.02% 234
2026
Q1 		$183K Sell
514
-13
-2% -$4.51K 0.02% 204
2025
Q4 		$152K Sell
527
-8
-1% -$2.1K 0.02% 223
2025
Q3 		$126K Sell
535
-5
-0.9% -$1.15K 0.01% 253
2025
Q2 		$123K Sell
540
-9
-2% -$1.97K 0.01% 256
2025
Q1 		$134K Buy
549
+5
+0.9% +$1.3K 0.02% 233
2024
Q4 		$153K Buy
544
+80
+17% +$22.3K 0.02% 214
2024
Q3 		$127K Buy
464
+18
+4% +$5.23K 0.02% 226
2024
Q2 		$134K Buy
446
+28
+7% +$7.32K 0.02% 216
2024
Q1 		$121K Sell
418
-44
-10% -$11K 0.02% 191
2023
Q4 		$117K Hold
462
– – 0.02% 194
2023
Q3 		$122K Sell
462
-52
-10% -$13.5K 0.02% 180
2023
Q2 		$127K Buy
514
+52
+11% +$11.9K 0.02% 180
2023
Q1 		$106K Buy
462
+94
+26% +$19.1K 0.02% 194
2022
Q4 		$63.7K Hold
368
– – 0.01% 217
2022
Q3 		$55K Sell
368
-79
-18% -$16.7K 0.01% 220
2022
Q2 		$101K Sell
447
-100
-18% -$21.3K 0.03% 192
2022
Q1 		$127K Hold
547
– – 0.03% 192
2021
Q4 		$141K Sell
547
-158
-22% -$37.9K 0.03% 178
2021
Q3 		$155K Sell
705
-93
-12% -$25.2K 0.04% 159
2021
Q2 		$238K Buy
798
+100
+14% +$29.7K 0.06% 118
2021
Q1 		$198K Hold
698
– – 0.06% 113
2020
Q4 		$181K Sell
698
-507
-42% -$140K 0.06% 112
2020
Q3 		$303K Buy
1,205
+231
+24% +$46.2K 0.12% 63
2020
Q2 		$137K Sell
974
-119
-11% -$15K 0.06% 106
2020
Q1 		$133K Sell
1,093
-509
-32% -$71.7K 0.06% 99
2019
Q4 		$242K Buy
+1,602
New +$247K 0.12% 72

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

HHM Wealth Advisors's FDX Position: Q2 2026 in Review

HHM Wealth Advisors reduced its FedEx (FDX) stake by 1.2% in Q2 2026, selling an estimated $2.18K and leaving 508 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #234.

HHM Wealth Advisors first reported a position in FDX in Q4 2019 and has held it in 27 quarters since. The position peaked at $303K in Q3 2020. 1,959 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • HHM Wealth Advisors held 508 shares of FedEx worth $159K as of Q2 2026.
  • HHM Wealth Advisors sold 6 FedEx shares in Q2 2026, an estimated $2.18K.
  • FedEx made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • HHM Wealth Advisors first reported a position in FedEx in Q4 2019 and has held it in 27 quarters since.
  • HHM Wealth Advisors's FedEx position peaked at $303K in Q3 2020.
  • 1,959 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.