IWC
FDX icon

Integrated Wealth Concepts’s FedEx FDX Stock Holding History

Integrated Wealth Concepts’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 		$6.47M Buy
20,673
+461
+2% +$168K 0.03% 501
2026
Q1 		$7.2M Buy
20,212
+12,194
+152% +$4.23M 0.06% 314
2025
Q4 		$2.32M Sell
8,018
-3,315
-29% -$871K 0.03% 498
2025
Q3 		$2.67M Buy
11,333
+1,918
+20% +$442K 0.02% 572
2025
Q2 		$2.14M Buy
9,415
+1,728
+22% +$378K 0.02% 598
2025
Q1 		$1.87M Sell
7,687
-716
-9% -$186K 0.02% 594
2024
Q4 		$2.36M Buy
8,403
+426
+5% +$119K 0.03% 502
2024
Q3 		$2.18M Sell
7,977
-819
-9% -$238K 0.03% 521
2024
Q2 		$2.64M Sell
8,796
-531
-6% -$139K 0.04% 425
2024
Q1 		$2.7M Buy
9,327
+329
+4% +$82.3K 0.04% 415
2023
Q4 		$2.28M Sell
8,998
-9
-0.1% -$2.29K 0.04% 431
2023
Q3 		$2.39M Sell
9,007
-742
-8% -$193K 0.04% 392
2023
Q2 		$2.42M Buy
9,749
+1,200
+14% +$275K 0.04% 393
2023
Q1 		$1.95M Buy
8,549
+2,701
+46% +$548K 0.04% 419
2022
Q4 		$1.01M Buy
5,848
+1,309
+29% +$218K 0.03% 469
2022
Q3 		$674K Sell
4,539
-41
-0.9% -$8.65K 0.02% 515
2022
Q2 		$1.04M Sell
4,580
-774
-14% -$165K 0.03% 421
2022
Q1 		$1.24M Buy
5,354
+220
+4% +$51.7K 0.04% 350
2021
Q4 		$1.33M Buy
5,134
+475
+10% +$114K 0.04% 342
2021
Q3 		$1.02M Buy
4,659
+2,718
+140% +$738K 0.03% 376
2021
Q2 		$579K Buy
1,941
+7
+0.4% +$2.08K 0.02% 503
2021
Q1 		$549K Buy
1,934
+544
+39% +$140K 0.02% 452
2020
Q4 		$361K Buy
1,390
+92
+7% +$25.5K 0.02% 477
2020
Q3 		$326K Buy
+1,298
New +$260K 0.02% 436

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

Integrated Wealth Concepts's FDX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its FedEx (FDX) stake by 2.3% in Q2 2026, buying an estimated $168K and bringing the position to 20,673 shares worth $6.47M. The position accounts for 0.03% of the portfolio, ranked #501.

Integrated Wealth Concepts first reported a position in FDX in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.2M in Q1 2026. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Integrated Wealth Concepts held 20,673 shares of FedEx worth $6.47M as of Q2 2026.
  • Integrated Wealth Concepts bought 461 FedEx shares in Q2 2026, an estimated $168K.
  • FedEx made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #501 holding.
  • Integrated Wealth Concepts first reported a position in FedEx in Q3 2020 and has held it in 24 quarters since.
  • Integrated Wealth Concepts's FedEx position peaked at $7.2M in Q1 2026.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.