JGP 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 | $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
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. 1,960 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.
- 1,960 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.