HWM
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HighMark Wealth Management’s FedEx FDX Stock Holding History

HighMark 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
2025
Q4 		– Sell
-11
Closed -$2.5K – 612
2025
Q3 		$2.5K Hold
11
– – ﹤0.01% 473
2025
Q2 		$2.39K Sell
11
-80
-88% -$17.5K ﹤0.01% 475
2025
Q1 		$22.2K Hold
91
– – 0.01% 193
2024
Q4 		$25.6K Hold
91
– – 0.01% 175
2024
Q3 		$24.8K Hold
91
– – 0.01% 187
2024
Q2 		$27.2K Hold
91
– – 0.02% 174
2024
Q1 		$26.3K Hold
91
– – 0.02% 179
2023
Q4 		$22.9K Hold
91
– – 0.02% 181
2023
Q3 		$24K Hold
91
– – 0.02% 160
2023
Q2 		$22.4K Buy
91
+1
+1% +$229 0.02% 175
2023
Q1 		$20.7K Hold
90
– – 0.02% 206
2022
Q4 		$15.7K Sell
90
-21
-19% -$3.49K 0.01% 192
2022
Q3 		$16K Buy
111
+15
+16% +$3.17K 0.01% 189
2022
Q2 		$22K Buy
96
+1
+1% +$213 0.02% 150
2022
Q1 		$22K Hold
95
– – 0.01% 168
2021
Q4 		$25K Hold
95
– – 0.02% 157
2021
Q3 		$21K Buy
95
+1
+1% +$271 0.02% 178
2021
Q2 		$28K Hold
94
– – 0.02% 157
2021
Q1 		$27K Buy
94
+16
+21% +$4.12K 0.02% 146
2020
Q4 		$20K Sell
78
-105
-57% -$29.1K 0.02% 162
2020
Q3 		$46K Hold
183
– – 0.04% 111
2020
Q2 		$26K Buy
183
+1
+0.5% +$126 0.03% 116
2020
Q1 		$22K Buy
182
+106
+139% +$14.9K 0.03% 108
2019
Q4 		$11K Buy
+76
New +$11.7K 0.01% 194

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighMark Wealth Management's FDX Position: Q4 2025 in Review

HighMark Wealth Management sold out of FedEx (FDX) in Q4 2025, closing a stake of 11 shares — an estimated $2.5K sold.

HighMark Wealth Management first reported a position in FDX in Q4 2019 and held it in 24 quarters. The position peaked at $46K in Q3 2020. 1,864 funds tracked by Wall St. Rank hold FDX as of Q4 2025.

  • HighMark Wealth Management reported no remaining FedEx position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 11 FedEx shares in Q4 2025, an estimated $2.5K.
  • HighMark Wealth Management first reported a position in FedEx in Q4 2019 and held it in 24 quarters.
  • HighMark Wealth Management's FedEx position peaked at $46K in Q3 2020.
  • 1,864 funds tracked by Wall St. Rank held FedEx as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.