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 Q2	$5.02M	Buy	16,028 +15,164	+1,755%	+$5.51M	0.39%	74
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	-1,000	Closed	-$211K	–	127
2023 Q4	$211K	Buy	+1,000	New	+$254K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

IBEX Wealth Advisors increased its FedEx (FDX) stake by 1,755% in Q2 2026, buying an estimated $5.51M and bringing the position to 16,028 shares worth $5.02M. The position accounts for 0.39% of the portfolio, ranked #74.

IBEX Wealth Advisors first reported a position in FDX in Q4 2016 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

IBEX Wealth Advisors held 16,028 shares of FedEx worth $5.02M as of Q2 2026.
IBEX Wealth Advisors bought 15,164 FedEx shares in Q2 2026, an estimated $5.51M.
FedEx made up 0.39% of IBEX Wealth Advisors's portfolio in Q2 2026, its #74 holding.
IBEX Wealth Advisors first reported a position in FedEx in Q4 2016 and has held it in 9 quarters since.
1,960 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.