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Kiltearn Partners’s FedEx FDX Stock Holding History

Kiltearn Partners’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 		$8.05M Sell
22,600
-4,600
-17% -$1.6M 2.17% 18
2025
Q4 		$7.86M Sell
27,200
-5,000
-16% -$1.31M 1.7% 21
2025
Q3 		$7.59M Buy
32,200
+1,300
+4% +$300K 1.52% 21
2025
Q2 		$7.02M Buy
30,900
+1,300
+4% +$285K 1.41% 22
2025
Q1 		$7.22M Sell
29,600
-4,700
-14% -$1.22M 1.38% 25
2024
Q4 		$9.65M Sell
34,300
-3,500
-9% -$977K 1.59% 23
2024
Q3 		$10.3M Sell
37,800
-7,200
-16% -$2.09M 1.41% 25
2024
Q2 		$13.5M Sell
45,000
-9,600
-18% -$2.51M 1.64% 24
2024
Q1 		$15.3M Sell
54,600
-9,700
-15% -$2.43M 1.41% 28
2023
Q4 		$16.3M Sell
64,300
-43,800
-41% -$11.1M 1.25% 31
2023
Q3 		$28.6M Sell
108,100
-81,700
-43% -$21.2M 2.26% 18
2023
Q2 		$47.1M Sell
189,800
-114,300
-38% -$26.2M 3.44% 12
2023
Q1 		$69.5M Sell
304,100
-50,300
-14% -$10.2M 5.02% 5
2022
Q4 		$61.4M Buy
354,400
+89,100
+34% +$14.8M 4.51% 6
2022
Q3 		$39.4M Buy
265,300
+38,500
+17% +$8.13M 2.28% 24
2022
Q2 		$51.4M Buy
226,800
+68,200
+43% +$14.6M 2.69% 18
2022
Q1 		$36.7M Buy
+158,600
New +$37.3M 1.58% 30

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiltearn Partners's FDX Position: Q1 2026 in Review

Kiltearn Partners reduced its FedEx (FDX) stake by 17% in Q1 2026, selling an estimated $1.6M and leaving 22,600 shares worth $8.05M. The position accounts for 2.17% of the portfolio, ranked #18.

Kiltearn Partners first reported a position in FDX in Q1 2022 and has held it in 17 quarters since. The position peaked at $69.5M in Q1 2023. 2,029 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Kiltearn Partners held 22,600 shares of FedEx worth $8.05M as of Q1 2026.
  • Kiltearn Partners sold 4,600 FedEx shares in Q1 2026, an estimated $1.6M.
  • FedEx made up 2.17% of Kiltearn Partners's portfolio in Q1 2026, its #18 holding.
  • Kiltearn Partners first reported a position in FedEx in Q1 2022 and has held it in 17 quarters since.
  • Kiltearn Partners's FedEx position peaked at $69.5M in Q1 2023.
  • 2,029 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Kiltearn Partners's 13F filing for Q1 2026, filed 14 May 2026.