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Kelleher Financial Advisors’s FedEx FDX Stock Holding History

Kelleher 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
Q2 		$233K Buy
744
+381
+105% +$138K 0.03% 257
2026
Q1 		$110K Hold
363
– – 0.03% 275
2025
Q4 		$105K Hold
363
– – 0.02% 298
2025
Q3 		$85.6K Sell
363
-600
-62% -$138K 0.02% 271
2025
Q2 		$219K Sell
963
-950
-50% -$208K 0.08% 128
2025
Q1 		$466K Sell
1,913
-40
-2% -$10.4K 0.19% 74
2024
Q4 		$549K Buy
1,953
+6
+0.3% +$1.68K 0.21% 64
2024
Q3 		$533K Hold
1,947
– – 0.2% 63
2024
Q2 		$584K Buy
+1,947
New +$509K 0.24% 57
2016
Q2 		– Sell
-2,001
Closed -$325K – 160
2016
Q1 		$325K Buy
+2,001
New +$278K 0.18% 108

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

Kelleher Financial Advisors's FDX Position: Q2 2026 in Review

Kelleher Financial Advisors increased its FedEx (FDX) stake by 105% in Q2 2026, buying an estimated $138K and bringing the position to 744 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #257.

Kelleher Financial Advisors first reported a position in FDX in Q1 2016 and has held it in 10 quarters since. The position peaked at $584K in Q2 2024. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Kelleher Financial Advisors held 744 shares of FedEx worth $233K as of Q2 2026.
  • Kelleher Financial Advisors bought 381 FedEx shares in Q2 2026, an estimated $138K.
  • FedEx made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #257 holding.
  • Kelleher Financial Advisors first reported a position in FedEx in Q1 2016 and has held it in 10 quarters since.
  • Kelleher Financial Advisors's FedEx position peaked at $584K in Q2 2024.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.