Kapstone Financial Advisors’s FedEx FDX Stock Holding History

Kapstone Financial 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 Q1	$391K	Hold	1,099	–	–	0.19%	81
2025 Q4	$317K	Sell	1,099 -50	-4%	-$13.1K	0.16%	76
2025 Q3	$271K	Sell	1,149 -12	-1%	-$2.77K	0.13%	89
2025 Q2	$264K	Hold	1,161	–	–	0.13%	89
2025 Q1	$283K	Hold	1,161	–	–	0.16%	79
2024 Q4	$319K	Hold	1,161	–	–	0.17%	74
2024 Q3	$311K	Sell	1,161 -27	-2%	-$7.84K	0.19%	77
2024 Q2	$356K	Hold	1,188	–	–	0.23%	71
2024 Q1	$344K	Sell	1,188 -38	-3%	-$9.51K	0.23%	76
2023 Q4	$310K	Hold	1,226	–	–	0.24%	72
2023 Q3	$325K	Sell	1,226 -420	-26%	-$109K	0.29%	66
2023 Q2	$441K	Sell	1,646 -118	-7%	-$27K	0.37%	56
2023 Q1	$408K	Sell	1,764 -117	-6%	-$23.8K	0.37%	60
2022 Q4	$403K	Buy	+1,881	New	+$313K	0.37%	60

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kapstone Financial Advisors's FDX Position: Q1 2026 in Review

Kapstone Financial Advisors held its FedEx (FDX) position steady in Q1 2026 at 1,099 shares worth $391K. The position accounts for 0.19% of the portfolio, ranked #81.

Kapstone Financial Advisors first reported a position in FDX in Q4 2022 and has held it in 14 quarters since. The position peaked at $441K in Q2 2023. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Kapstone Financial Advisors held 1,099 shares of FedEx worth $391K as of Q1 2026.
Kapstone Financial Advisors left its FedEx share count unchanged in Q1 2026.
FedEx made up 0.19% of Kapstone Financial Advisors's portfolio in Q1 2026, its #81 holding.
Kapstone Financial Advisors first reported a position in FedEx in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's FedEx position peaked at $441K in Q2 2023.
2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.