IMA Advisory Services’s FedEx FDX Stock Holding History

IMA Advisory Services’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	$799K	Sell	2,234 -28	-1%	-$9.72K	0.08%	130
2025 Q4	$657K	Hold	2,262	–	–	0.06%	142
2025 Q3	$537K	Buy	2,262 +22	+1%	+$5.07K	0.05%	140
2025 Q2	$512K	Buy	2,240 +310	+16%	+$67.9K	0.05%	145
2025 Q1	$473K	Buy	1,930 +17	+0.9%	+$4.41K	0.06%	144
2024 Q4	$541K	Sell	1,913 -153	-7%	-$42.7K	0.07%	141
2024 Q3	$568K	Buy	2,066 +291	+16%	+$84.5K	0.12%	114
2024 Q2	$532K	Buy	1,775 +1,082	+156%	+$283K	0.24%	66
2024 Q1	$201K	Buy	+693	New	+$173K	0.09%	73
2023 Q4	–	Sell	-671	Closed	-$178K	–	129
2023 Q3	$178K	Hold	671	–	–	0.05%	136
2023 Q2	$166K	Sell	671 -40	-6%	-$9.15K	0.04%	136
2023 Q1	$162K	Buy	711 +120	+20%	+$24.4K	0.04%	137
2022 Q4	$102K	Sell	591 -110	-16%	-$18.3K	0.03%	158
2022 Q3	$104K	Buy	701 +30	+4%	+$6.33K	0.03%	154
2022 Q2	$152K	Hold	671	–	–	0.04%	149
2022 Q1	$155K	Hold	671	–	–	0.04%	129
2021 Q4	$174K	Hold	671	–	–	0.04%	131
2021 Q3	$147K	Hold	671	–	–	0.03%	130
2021 Q2	$200K	Hold	671	–	–	0.05%	125
2021 Q1	$191K	Sell	671 -15	-2%	-$3.86K	0.05%	120
2020 Q4	$178K	Sell	686 -15	-2%	-$4.16K	0.05%	115
2020 Q3	$176K	Hold	701	–	–	0.06%	117
2020 Q2	$98K	Sell	701 -204	-23%	-$25.7K	0.04%	129
2020 Q1	$110K	Sell	905 -45	-5%	-$6.33K	0.05%	120
2019 Q4	$144K	Sell	950 -14,662	-94%	-$2.26M	0.05%	115
2019 Q3	$2.27M	Buy	15,612 +800	+5%	+$129K	0.86%	52
2019 Q2	$2.43M	Buy	14,812 +1,849	+14%	+$324K	0.91%	50
2019 Q1	$2.35M	Buy	12,963 +12,372	+2,093%	+$2.19M	0.91%	48
2018 Q4	$95K	Hold	591	–	–	0.04%	133
2018 Q3	$142K	Sell	591 -7	-1%	-$1.7K	0.06%	123
2018 Q2	$136K	Buy	+598	New	+$148K	0.06%	124

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

IMA Advisory Services's FDX Position: Q1 2026 in Review

IMA Advisory Services reduced its FedEx (FDX) stake by 1.2% in Q1 2026, selling an estimated $9.72K and leaving 2,234 shares worth $799K. The position accounts for 0.08% of the portfolio, ranked #130.

IMA Advisory Services first reported a position in FDX in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.43M in Q2 2019. 2,027 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

IMA Advisory Services held 2,234 shares of FedEx worth $799K as of Q1 2026.
IMA Advisory Services sold 28 FedEx shares in Q1 2026, an estimated $9.72K.
FedEx made up 0.08% of IMA Advisory Services's portfolio in Q1 2026, its #130 holding.
IMA Advisory Services first reported a position in FedEx in Q2 2018 and has held it in 31 quarters since.
IMA Advisory Services's FedEx position peaked at $2.43M in Q2 2019.
2,027 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.