Kelman-Lazarov Inc’s FedEx FDX Stock Holding History

Kelman-Lazarov Inc’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	$1.11M	Sell	3,116 -466	-13%	-$162K	0.16%	58
2025 Q4	$1.03M	Buy	3,582 +81	+2%	+$21.3K	0.15%	59
2025 Q3	$826K	Buy	3,501 +307	+10%	+$70.8K	0.12%	65
2025 Q2	$726K	Buy	3,194 +153	+5%	+$33.5K	0.12%	64
2025 Q1	$741K	Sell	3,041 -980	-24%	-$254K	0.13%	59
2024 Q4	$1.13M	Sell	4,021 -1,379	-26%	-$385K	0.2%	50
2024 Q3	$1.48M	Sell	5,400 -366	-6%	-$106K	0.25%	43
2024 Q2	$1.73M	Sell	5,766 -118	-2%	-$30.9K	0.32%	39
2024 Q1	$1.7M	Sell	5,884 -519	-8%	-$130K	0.33%	37
2023 Q4	$1.62M	Sell	6,403 -154	-2%	-$39.1K	0.35%	38
2023 Q3	$1.74M	Sell	6,557 -392	-6%	-$102K	0.41%	31
2023 Q2	$1.72M	Sell	6,949 -1,596	-19%	-$365K	0.41%	34
2023 Q1	$1.95M	Sell	8,545 -100	-1%	-$20.3K	0.51%	28
2022 Q4	$1.5M	Hold	8,645	–	–	0.42%	30
2022 Q3	$1.28M	Sell	8,645 -313	-3%	-$66.1K	0.44%	25
2022 Q2	$2.03M	Sell	8,958 -194	-2%	-$41.4K	0.69%	19
2022 Q1	$2.12M	Hold	9,152	–	–	0.7%	18
2021 Q4	$2.37M	Hold	9,152	–	–	0.76%	17
2021 Q3	$2.01M	Hold	9,152	–	–	0.7%	17
2021 Q2	$2.73M	Sell	9,152 -309	-3%	-$91.7K	0.95%	14
2021 Q1	$2.69M	Hold	9,461	–	–	0.96%	16
2020 Q4	$2.46M	Sell	9,461 -91	-1%	-$25.2K	0.94%	16
2020 Q3	$2.4M	Sell	9,552 -451	-5%	-$90.2K	1.09%	15
2020 Q2	$1.4M	Sell	10,003 -3,648	-27%	-$459K	0.65%	23
2020 Q1	$1.66M	Sell	13,651 -560	-4%	-$78.8K	0.89%	19
2019 Q4	$2.15M	Sell	14,211 -1,007	-7%	-$155K	0.97%	21
2019 Q3	$2.21M	Sell	15,218 -517	-3%	-$83.4K	1.09%	19
2019 Q2	$2.58M	Sell	15,735 -1,944	-11%	-$340K	1.32%	19
2019 Q1	$3.21M	Sell	17,679 -1,111	-6%	-$196K	1.69%	15
2018 Q4	$3.03M	Sell	18,790 -1,449	-7%	-$306K	1.89%	14
2018 Q3	$4.87M	Sell	20,239 -2,596	-11%	-$629K	2.85%	8
2018 Q2	$5.18M	Sell	22,835 -1,757	-7%	-$435K	2.78%	9
2018 Q1	$5.91M	Sell	24,592 -1,369	-5%	-$346K	3.17%	6
2017 Q4	$6.48M	Sell	25,961 -573	-2%	-$131K	3.31%	6
2017 Q3	$5.99M	Sell	26,534 -340	-1%	-$72.4K	3.16%	6
2017 Q2	$5.84M	Buy	26,874 +1,435	+6%	+$283K	3.2%	5
2017 Q1	$4.96M	Sell	25,439 -162	-0.6%	-$30.9K	3.2%	5
2016 Q4	$4.77M	Sell	25,601 -3,070	-11%	-$563K	2.69%	7
2016 Q3	$4.98M	Buy	28,671 +373	+1%	+$61.1K	2.82%	5
2016 Q2	$4.35M	Buy	28,298 +436	+2%	+$70.7K	2.49%	6
2016 Q1	$4.56M	Buy	+27,862	New	+$3.88M	2.67%	4

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

Kelman-Lazarov Inc's FDX Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its FedEx (FDX) stake by 13% in Q1 2026, selling an estimated $162K and leaving 3,116 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #58.

Kelman-Lazarov Inc first reported a position in FDX in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.48M in Q4 2017. 2,028 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Kelman-Lazarov Inc held 3,116 shares of FedEx worth $1.11M as of Q1 2026.
Kelman-Lazarov Inc sold 466 FedEx shares in Q1 2026, an estimated $162K.
FedEx made up 0.16% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #58 holding.
Kelman-Lazarov Inc first reported a position in FedEx in Q1 2016 and has held it in 41 quarters since.
Kelman-Lazarov Inc's FedEx position peaked at $6.48M in Q4 2017.
2,028 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.