Independent Advisor Alliance’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.94M | Buy |
11,059
+3,655
| +49% | +$1.27M | 0.04% | 375 |
|
|
2025
Q4 | $2.14M | Sell |
7,404
-799
| -10% | -$210K | 0.05% | 292 |
|
|
2025
Q3 | $1.93M | Sell |
8,203
-287
| -3% | -$66.2K | 0.05% | 305 |
|
|
2025
Q2 | $1.93M | Sell |
8,490
-284
| -3% | -$62.2K | 0.06% | 286 |
|
|
2025
Q1 | $2.14M | Buy |
8,774
+1,410
| +19% | +$366K | 0.07% | 244 |
|
|
2024
Q4 | $2.07M | Sell |
7,364
-800
| -10% | -$223K | 0.03% | 501 |
|
|
2024
Q3 | $2.23M | Buy |
8,164
+190
| +2% | +$55.2K | 0.08% | 206 |
|
|
2024
Q2 | $2.39M | Sell |
7,974
-142
| -2% | -$37.1K | 0.08% | 200 |
|
|
2024
Q1 | $2.35M | Sell |
8,116
-5,735
| -41% | -$1.43M | 0.08% | 197 |
|
|
2023
Q4 | $3.5M | Buy |
13,851
+423
| +3% | +$107K | 0.13% | 134 |
|
|
2023
Q3 | $3.56M | Buy |
13,428
+5,300
| +65% | +$1.38M | 0.16% | 124 |
|
|
2023
Q2 | $2.01M | Buy |
8,128
+401
| +5% | +$91.8K | 0.09% | 190 |
|
|
2023
Q1 | $1.77M | Buy |
+7,727
| New | +$1.57M | 0.09% | 209 |
|
|
2022
Q4 | – | Sell |
-8,242
| Closed | -$1.22M | – | 496 |
|
|
2022
Q3 | $1.22M | Sell |
8,242
-2,265
| -22% | -$478K | 0.07% | 231 |
|
|
2022
Q2 | $2.38M | Sell |
10,507
-2,719
| -21% | -$580K | 0.13% | 142 |
|
|
2022
Q1 | $3.06M | Buy |
13,226
+7,096
| +116% | +$1.67M | 0.15% | 126 |
|
|
2021
Q4 | $1.58M | Buy |
6,130
+452
| +8% | +$108K | 0.08% | 197 |
|
|
2021
Q3 | $1.25M | Buy |
5,678
+990
| +21% | +$269K | 0.07% | 229 |
|
|
2021
Q2 | $1.4M | Sell |
4,688
-337
| -7% | -$100K | 0.08% | 212 |
|
|
2021
Q1 | $1.43M | Sell |
5,025
-15,156
| -75% | -$3.9M | 0.08% | 193 |
|
|
2020
Q4 | $5.24M | Buy |
20,181
+15,027
| +292% | +$4.16M | 0.36% | 72 |
|
|
2020
Q3 | $1.3M | Buy |
5,154
+630
| +14% | +$126K | 0.1% | 154 |
|
|
2020
Q2 | $634K | Sell |
4,524
-1,034
| -19% | -$130K | 0.07% | 222 |
|
|
2020
Q1 | $674K | Sell |
5,558
-1,663
| -23% | -$234K | 0.1% | 174 |
|
|
2019
Q4 | $1.09M | Sell |
7,221
-847
| -10% | -$131K | 0.05% | 344 |
|
|
2019
Q3 | $1.17M | Buy |
8,068
+1,257
| +18% | +$203K | 0.14% | 137 |
|
|
2019
Q2 | $1.12M | Sell |
6,811
-2,361
| -26% | -$413K | 0.16% | 130 |
|
|
2019
Q1 | $1.66M | Buy |
9,172
+4,347
| +90% | +$768K | 0.23% | 95 |
|
|
2018
Q4 | $778K | Sell |
4,825
-10,716
| -69% | -$2.27M | 0.14% | 148 |
|
|
2018
Q3 | $2.72M | Buy |
15,541
+1,086
| +8% | +$263K | 0.49% | 45 |
|
|
2018
Q2 | $2.41M | Buy |
14,455
+4,590
| +47% | +$1.14M | 0.5% | 49 |
|
|
2018
Q1 | $2.35M | Buy |
9,865
+2,764
| +39% | +$699K | 0.52% | 46 |
|
|
2017
Q4 | $1.91M | Buy |
7,101
+1,031
| +17% | +$236K | 0.43% | 62 |
|
|
2017
Q3 | $1.34M | Buy |
6,070
+32
| +0.5% | +$6.81K | 0.37% | 74 |
|
|
2017
Q2 | $1.32M | Buy |
6,038
+806
| +15% | +$159K | 0.42% | 76 |
|
|
2017
Q1 | $1.02M | Buy |
5,232
+1,434
| +38% | +$274K | 0.16% | 160 |
|
|
2016
Q4 | $705K | Buy |
+3,798
| New | +$697K | 0.3% | 91 |
|
Other funds holding FDX
VCM
VPM
Independent Advisor Alliance's FDX Position: Q1 2026 in Review
Independent Advisor Alliance increased its FedEx (FDX) stake by 49% in Q1 2026, buying an estimated $1.27M and bringing the position to 11,059 shares worth $3.94M. The position accounts for 0.04% of the portfolio, ranked #375.
Independent Advisor Alliance first reported a position in FDX in Q4 2016 and has held it in 37 quarters since. The position peaked at $5.24M in Q4 2020. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.
- Independent Advisor Alliance held 11,059 shares of FedEx worth $3.94M as of Q1 2026.
- Independent Advisor Alliance bought 3,655 FedEx shares in Q1 2026, an estimated $1.27M.
- FedEx made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #375 holding.
- Independent Advisor Alliance first reported a position in FedEx in Q4 2016 and has held it in 37 quarters since.
- Independent Advisor Alliance's FedEx position peaked at $5.24M in Q4 2020.
- 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.