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Independent Solutions Wealth Management’s FedEx FDX Stock Holding History

Independent Solutions 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
2026
Q2 		$253K Sell
808
-53
-6% -$19.3K 0.03% 178
2026
Q1 		$307K Buy
+861
New +$299K 0.05% 162
2025
Q2 		– Sell
-944
Closed -$230K – 181
2025
Q1 		$230K Sell
944
-75
-7% -$19.4K 0.05% 165
2024
Q4 		$287K Sell
1,019
-7
-0.7% -$1.95K 0.06% 143
2024
Q3 		$281K Sell
1,026
-100
-9% -$29K 0.06% 146
2024
Q2 		$338K Sell
1,126
-220
-16% -$57.5K 0.08% 137
2024
Q1 		$390K Sell
1,346
-100
-7% -$25K 0.09% 133
2023
Q4 		$366K Buy
1,446
+106
+8% +$26.9K 0.09% 132
2023
Q3 		$355K Sell
1,340
-25
-2% -$6.5K 0.09% 148
2023
Q2 		$338K Sell
1,365
-47
-3% -$10.8K 0.09% 157
2023
Q1 		$323K Hold
1,412
– – 0.1% 152
2022
Q4 		$245K Sell
1,412
-100
-7% -$16.6K 0.07% 188
2022
Q3 		$224K Hold
1,512
– – 0.07% 190
2022
Q2 		$343K Hold
1,512
– – 0.11% 146
2022
Q1 		$350K Sell
1,512
-104
-6% -$24.4K 0.08% 161
2021
Q4 		$418K Sell
1,616
-350
-18% -$84K 0.1% 150
2021
Q3 		$431K Sell
1,966
-31
-2% -$8.41K 0.11% 143
2021
Q2 		$596K Buy
1,997
+647
+48% +$192K 0.14% 128
2021
Q1 		$383K Sell
1,350
-25
-2% -$6.44K 0.11% 138
2020
Q4 		$357K Sell
1,375
-75
-5% -$20.8K 0.11% 129
2020
Q3 		$365K Hold
1,450
– – 0.14% 117
2020
Q2 		$203K Sell
1,450
-272
-16% -$34.2K 0.09% 148
2020
Q1 		$209K Sell
1,722
-208
-11% -$29.3K 0.12% 125
2019
Q4 		$292K Buy
+1,930
New +$297K 0.13% 128

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Solutions Wealth Management's FDX Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its FedEx (FDX) stake by 6.2% in Q2 2026, selling an estimated $19.3K and leaving 808 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #178.

Independent Solutions Wealth Management first reported a position in FDX in Q4 2019 and has held it in 24 quarters since. The position peaked at $596K in Q2 2021. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Independent Solutions Wealth Management held 808 shares of FedEx worth $253K as of Q2 2026.
  • Independent Solutions Wealth Management sold 53 FedEx shares in Q2 2026, an estimated $19.3K.
  • FedEx made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Independent Solutions Wealth Management first reported a position in FedEx in Q4 2019 and has held it in 24 quarters since.
  • Independent Solutions Wealth Management's FedEx position peaked at $596K in Q2 2021.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.