JWCA
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J.W. Cole Advisors’s FedEx FDX Stock Holding History

J.W. Cole Advisors’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 		$1.42M Sell
4,520
-202
-4% -$73.4K 0.02% 627
2026
Q1 		$1.68M Sell
4,722
-86
-2% -$29.9K 0.06% 277
2025
Q4 		$1.32M Sell
4,808
-428
-8% -$112K 0.03% 551
2025
Q3 		$1.23M Sell
5,236
-290
-5% -$66.9K 0.02% 646
2025
Q2 		$1.26M Buy
5,526
+251
+5% +$55K 0.03% 592
2025
Q1 		$1.29M Buy
5,275
+3,770
+250% +$977K 0.04% 451
2024
Q4 		$423K Sell
1,505
-502
-25% -$140K 0.02% 662
2024
Q3 		$549K Sell
2,007
-917
-31% -$266K 0.02% 567
2024
Q2 		$877K Sell
2,924
-258
-8% -$67.5K 0.04% 380
2024
Q1 		$903K Sell
3,182
-20
-0.6% -$5K 0.05% 364
2023
Q4 		$810K Buy
3,202
+2,010
+169% +$511K 0.05% 335
2023
Q3 		$316K Hold
1,192
– – 0.02% 548
2023
Q2 		$295K Sell
1,192
-387
-25% -$88.6K 0.02% 585
2023
Q1 		$361K Sell
1,579
-213
-12% -$43.2K 0.03% 543
2022
Q4 		$310K Sell
1,792
-574
-24% -$95.4K 0.02% 549
2022
Q3 		$351K Buy
2,366
+101
+4% +$21.3K 0.03% 485
2022
Q2 		$513K Buy
2,265
+234
+12% +$49.9K 0.04% 403
2022
Q1 		$470K Buy
2,031
+165
+9% +$38.8K 0.03% 472
2021
Q4 		$482K Sell
1,866
-550
-23% -$132K 0.03% 476
2021
Q3 		$530K Buy
2,416
+736
+44% +$200K 0.04% 250
2021
Q2 		$501K Buy
1,680
+112
+7% +$33.2K 0.04% 432
2021
Q1 		$445K Sell
1,568
-252
-14% -$64.9K 0.04% 415
2020
Q4 		$473K Sell
1,820
-1,331
-42% -$369K 0.05% 358
2020
Q3 		$793K Buy
+3,151
New +$630K 0.06% 304
2020
Q1 		– Sell
-3,862
Closed -$584K – 230
2019
Q4 		$584K Buy
+3,862
New +$595K 0.07% 272

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

J.W. Cole Advisors's FDX Position: Q2 2026 in Review

J.W. Cole Advisors reduced its FedEx (FDX) stake by 4.3% in Q2 2026, selling an estimated $73.4K and leaving 4,520 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #627.

J.W. Cole Advisors first reported a position in FDX in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.68M in Q1 2026. 610 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • J.W. Cole Advisors held 4,520 shares of FedEx worth $1.42M as of Q2 2026.
  • J.W. Cole Advisors sold 202 FedEx shares in Q2 2026, an estimated $73.4K.
  • FedEx made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #627 holding.
  • J.W. Cole Advisors first reported a position in FedEx in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's FedEx position peaked at $1.68M in Q1 2026.
  • 610 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.