IBEX Wealth Advisors’s FedEx FDX Stock Holding History

IBEX 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 Q1	$308K	Buy	+864	New	+$300K	0.03%	186
2025 Q4	–	Sell	-854	Closed	-$201K	–	148
2025 Q3	$201K	Buy	+854	New	+$197K	0.02%	197
2025 Q1	–	Sell	-849	Closed	-$239K	–	150
2024 Q4	$239K	Buy	+849	New	+$237K	0.03%	192
2024 Q3	–	Sell	-842	Closed	-$252K	–	138
2024 Q2	$252K	Buy	+842	New	+$220K	0.04%	115
2024 Q1	–	Sell	-1	Closed	-$211	–	127
2023 Q4	$211	Buy	+1	New	+$254	0.05%	106
2021 Q4	–	Sell	-1,171	Closed	-$257K	–	267
2021 Q3	$257K	Buy	1,171 +197	+20%	+$53.5K	0.05%	154
2021 Q2	$291K	Buy	+974	New	+$289K	0.06%	143
2017 Q1	–	Sell	-49	Closed	-$9K	–	170
2016 Q4	$9K	Buy	+49	New	+$8.99K	﹤0.01%	298

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's FDX Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in FedEx (FDX) in Q1 2026: 864 shares worth $308K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in FDX as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in FDX in Q4 2016 and has held it in 8 quarters since. 2,027 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

IBEX Wealth Advisors held 864 shares of FedEx worth $308K as of Q1 2026.
FedEx was a new IBEX Wealth Advisors position in Q1 2026.
FedEx made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #186 holding.
IBEX Wealth Advisors first reported a position in FedEx in Q4 2016 and has held it in 8 quarters since.
2,027 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.