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JGP Wealth Management’s FedEx FDX Stock Holding History

JGP 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 		$566K Hold
1,806
– – 0.05% 146
2026
Q1 		$643K Sell
1,806
-12
-0.7% -$4.17K 0.07% 128
2025
Q4 		$525K Sell
1,818
-14
-0.8% -$3.68K 0.05% 147
2025
Q3 		$444K Hold
1,832
– – 0.05% 147
2025
Q2 		$416K Hold
1,832
– – 0.05% 145
2025
Q1 		$447K Buy
1,832
+18
+1% +$4.67K 0.06% 133
2024
Q4 		$510K Hold
1,814
– – 0.07% 126
2024
Q3 		$496K Buy
1,814
+15
+0.8% +$4.36K 0.06% 127
2024
Q2 		$539K Sell
1,799
-4
-0.2% -$1.05K 0.08% 121
2024
Q1 		$522K Sell
1,803
-11
-0.6% -$2.75K 0.08% 120
2023
Q4 		$459K Buy
1,814
+4
+0.2% +$1.02K 0.07% 120
2023
Q3 		$480K Hold
1,810
– – 0.08% 113
2023
Q2 		$449K Hold
1,810
– – 0.07% 117
2023
Q1 		$414K Hold
1,810
– – 0.07% 115
2022
Q4 		$313K Hold
1,810
– – 0.06% 125
2022
Q3 		$279K Sell
1,810
-24
-1% -$5.07K 0.06% 127
2022
Q2 		$418K Buy
1,834
+24
+1% +$5.12K 0.08% 109
2022
Q1 		$365K Sell
1,810
-1
-0.1% -$235 0.07% 122
2021
Q4 		$475K Buy
1,811
+1
+0.1% +$240 0.09% 103
2021
Q3 		$397K Hold
1,810
– – 0.09% 111
2021
Q2 		$540K Sell
1,810
-190
-10% -$56.4K 0.12% 98
2021
Q1 		$568K Hold
2,000
– – 0.13% 86
2020
Q4 		$496K Hold
2,000
– – 0.11% 91
2020
Q3 		$537K Hold
2,000
– – 0.14% 82
2020
Q2 		$317K Buy
2,000
+190
+10% +$23.9K 0.09% 99
2020
Q1 		$227K Hold
1,810
– – 0.08% 114
2019
Q4 		$277K Sell
1,810
-32
-2% -$4.93K 0.08% 110
2019
Q3 		$259K Buy
1,842
+32
+2% +$5.16K 0.09% 112
2019
Q2 		$297K Hold
1,810
– – 0.11% 108
2019
Q1 		$328K Hold
1,810
– – 0.12% 97
2018
Q4 		$292K Hold
1,810
– – 0.12% 98
2018
Q3 		$436K Hold
1,810
– – 0.17% 90
2018
Q2 		$411K Buy
+1,810
New +$448K 0.17% 91

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

JGP Wealth Management's FDX Position: Q2 2026 in Review

JGP Wealth Management held its FedEx (FDX) position steady in Q2 2026 at 1,806 shares worth $566K. The position accounts for 0.05% of the portfolio, ranked #146.

JGP Wealth Management first reported a position in FDX in Q2 2018 and has held it in 33 quarters since. The position peaked at $643K in Q1 2026. 642 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • JGP Wealth Management held 1,806 shares of FedEx worth $566K as of Q2 2026.
  • JGP Wealth Management left its FedEx share count unchanged in Q2 2026.
  • FedEx made up 0.05% of JGP Wealth Management's portfolio in Q2 2026, its #146 holding.
  • JGP Wealth Management first reported a position in FedEx in Q2 2018 and has held it in 33 quarters since.
  • JGP Wealth Management's FedEx position peaked at $643K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.