Institute for Wealth Management’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.36M | Sell |
10,729
-295
| -3% | -$107K | 0.3% | 67 |
|
|
2026
Q1 | $3.93M | Hold |
11,024
| – | – | 0.42% | 48 |
|
|
2025
Q4 | $3.18M | Sell |
11,024
-63
| -0.6% | -$16.5K | 0.34% | 61 |
|
|
2025
Q3 | $2.61M | Sell |
11,087
-1,171
| -10% | -$270K | 0.27% | 75 |
|
|
2025
Q2 | $2.79M | Sell |
12,258
-53
| -0.4% | -$11.6K | 0.31% | 64 |
|
|
2025
Q1 | $3M | Buy |
12,311
+1,242
| +11% | +$322K | 0.39% | 50 |
|
|
2024
Q4 | $3.11M | Buy |
11,069
+96
| +0.9% | +$26.8K | 0.39% | 55 |
|
|
2024
Q3 | $3M | Buy |
10,973
+40
| +0.4% | +$11.6K | 0.38% | 52 |
|
|
2024
Q2 | $3.28M | Sell |
10,933
-79
| -0.7% | -$20.7K | 0.44% | 42 |
|
|
2024
Q1 | $3.19M | Buy |
11,012
+27
| +0.2% | +$6.75K | 0.41% | 42 |
|
|
2023
Q4 | $2.78M | Sell |
10,985
-68
| -0.6% | -$17.3K | 0.45% | 43 |
|
|
2023
Q3 | $2.93M | Sell |
11,053
-8
| -0.1% | -$2.08K | 0.53% | 40 |
|
|
2023
Q2 | $2.74M | Buy |
11,061
+1
| +0% | +$229 | 0.46% | 47 |
|
|
2023
Q1 | $2.53M | Sell |
11,060
-334
| -3% | -$67.8K | 0.48% | 42 |
|
|
2022
Q4 | $1.97M | Buy |
11,394
+59
| +0.5% | +$9.8K | 0.41% | 60 |
|
|
2022
Q3 | $1.68M | Sell |
11,335
-2,701
| -19% | -$570K | 0.38% | 65 |
|
|
2022
Q2 | $3.18M | Buy |
14,036
+653
| +5% | +$139K | 0.62% | 32 |
|
|
2022
Q1 | $3.1M | Buy |
13,383
+3,261
| +32% | +$766K | 0.5% | 39 |
|
|
2021
Q4 | $2.62M | Buy |
10,122
+40
| +0.4% | +$9.6K | 0.43% | 55 |
|
|
2021
Q3 | $2.21M | Sell |
10,082
-151
| -1% | -$41K | 0.39% | 59 |
|
|
2021
Q2 | $3.05M | Sell |
10,233
-95
| -0.9% | -$28.2K | 0.54% | 37 |
|
|
2021
Q1 | $2.93M | Buy |
10,328
+78
| +0.8% | +$20.1K | 0.56% | 35 |
|
|
2020
Q4 | $2.66M | Sell |
10,250
-66
| -0.6% | -$18.3K | 0.53% | 40 |
|
|
2020
Q3 | $2.6M | Buy |
10,316
+197
| +2% | +$39.4K | 0.59% | 31 |
|
|
2020
Q2 | $1.42M | Buy |
10,119
+2,979
| +42% | +$375K | 0.35% | 71 |
|
|
2020
Q1 | $866K | Buy |
7,140
+2,383
| +50% | +$335K | 0.27% | 101 |
|
|
2019
Q4 | $719K | Buy |
4,757
+1,930
| +68% | +$297K | 0.16% | 186 |
|
|
2019
Q3 | $412K | Sell |
2,827
-522
| -16% | -$84.2K | 0.1% | 271 |
|
|
2019
Q2 | $550K | Sell |
3,349
-1
| -0% | -$175 | 0.12% | 241 |
|
|
2019
Q1 | $608K | Buy |
3,350
+363
| +12% | +$64.2K | 0.13% | 209 |
|
|
2018
Q4 | $482K | Buy |
+2,987
| New | +$632K | 0.2% | 152 |
|
|
2018
Q1 | – | Sell |
-9,615
| Closed | -$2.38M | – | 303 |
|
|
2017
Q4 | $2.38M | Buy |
+9,615
| New | +$2.2M | 0.55% | 44 |
|
|
2017
Q3 | – | Sell |
-2,379
| Closed | -$516K | – | 292 |
|
|
2017
Q2 | $516K | Buy |
+2,379
| New | +$470K | 0.14% | 220 |
|
Other funds holding FDX
Institute for Wealth Management's FDX Position: Q2 2026 in Review
Institute for Wealth Management reduced its FedEx (FDX) stake by 2.7% in Q2 2026, selling an estimated $107K and leaving 10,729 shares worth $3.36M. The position accounts for 0.3% of the portfolio, ranked #67.
Institute for Wealth Management first reported a position in FDX in Q2 2017 and has held it in 33 quarters since. The position peaked at $3.93M in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.
- Institute for Wealth Management held 10,729 shares of FedEx worth $3.36M as of Q2 2026.
- Institute for Wealth Management sold 295 FedEx shares in Q2 2026, an estimated $107K.
- FedEx made up 0.3% of Institute for Wealth Management's portfolio in Q2 2026, its #67 holding.
- Institute for Wealth Management first reported a position in FedEx in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's FedEx position peaked at $3.93M in Q1 2026.
- 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.