Klingman & Associates’s FedEx FDX Stock Holding History

Klingman & Associates’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	$309K	Sell	868 -11	-1%	-$3.82K	0.01%	255
2025 Q4	$254K	Buy	+879	New	+$231K	0.01%	282
2024 Q3	–	Sell	-871	Closed	-$261K	–	269
2024 Q2	$261K	Buy	+871	New	+$228K	0.02%	208
2016 Q4	–	Sell	-637	Closed	-$111K	–	174
2016 Q3	$111K	Hold	637	–	–	0.03%	129
2016 Q2	$97K	Hold	637	–	–	0.03%	143
2016 Q1	$104K	Hold	637	–	–	0.04%	135
2015 Q4	$95K	Hold	637	–	–	0.04%	165
2015 Q3	$91K	Buy	637 +200	+46%	+$31.9K	0.04%	165
2015 Q2	$74K	Hold	437	–	–	0.03%	159
2015 Q1	$72K	Hold	437	–	–	0.03%	154
2014 Q4	$75K	Buy	+437	New	+$73.9K	0.03%	148

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

Klingman & Associates's FDX Position: Q1 2026 in Review

Klingman & Associates reduced its FedEx (FDX) stake by 1.3% in Q1 2026, selling an estimated $3.82K and leaving 868 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #255.

Klingman & Associates first reported a position in FDX in Q4 2014 and has held it in 11 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Klingman & Associates held 868 shares of FedEx worth $309K as of Q1 2026.
Klingman & Associates sold 11 FedEx shares in Q1 2026, an estimated $3.82K.
FedEx made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #255 holding.
Klingman & Associates first reported a position in FedEx in Q4 2014 and has held it in 11 quarters since.
2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.