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John Rogers’s FedEx FDX Stock Holding History

John Rogers’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 		$29.9M Sell
95,476
-3,442
-3% -$1.25M 0.3% 65
2026
Q1 		$35.2M Buy
98,918
+27,513
+39% +$9.55M 0.39% 58
2025
Q4 		$20.6M Sell
71,405
-4,464
-6% -$1.17M 0.22% 76
2025
Q3 		$17.9M Buy
+75,869
New +$17.5M 0.19% 74

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

John Rogers's FDX Position: Q2 2026 in Review

John Rogers reduced its FedEx (FDX) stake by 3.5% in Q2 2026, selling an estimated $1.25M and leaving 95,476 shares worth $29.9M. The position accounts for 0.3% of the portfolio, ranked #65.

John Rogers first reported a position in FDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.2M in Q1 2026. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • John Rogers held 95,476 shares of FedEx worth $29.9M as of Q2 2026.
  • John Rogers sold 3,442 FedEx shares in Q2 2026, an estimated $1.25M.
  • FedEx made up 0.3% of John Rogers's portfolio in Q2 2026, its #65 holding.
  • John Rogers first reported a position in FedEx in Q3 2025 and has held it in 4 quarters since.
  • John Rogers's FedEx position peaked at $35.2M in Q1 2026.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.