Kovitz Investment Group Partners
FDX icon

Kovitz Investment Group Partners’s FedEx FDX Stock Holding History

Kovitz Investment Group 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 		$26.8M Buy
75,157
+46,486
+162% +$16.1M 0.62% 35
2025
Q4 		$8.28M Sell
28,671
-46,531
-62% -$12.2M 0.18% 111
2025
Q3 		$17.7M Sell
75,202
-3,286
-4% -$758K 0.07% 234
2025
Q2 		$17.8M Buy
78,488
+9,812
+14% +$2.15M 0.08% 215
2025
Q1 		$16.7M Sell
68,676
-1,631
-2% -$423K 0.08% 198
2024
Q4 		$19.8M Buy
70,307
+409
+0.6% +$114K 0.1% 172
2024
Q3 		$17.8M Buy
69,898
+1,056
+2% +$307K 0.13% 150
2024
Q2 		$20.6M Buy
68,842
+17,157
+33% +$4.49M 0.18% 96
2024
Q1 		$15M Buy
51,685
+5,961
+13% +$1.49M 0.19% 77
2023
Q4 		$11.6M Sell
45,724
-13,220
-22% -$3.36M 0.19% 55
2023
Q3 		$15.6M Sell
58,944
-2,434
-4% -$633K 0.28% 46
2023
Q2 		$15.2M Sell
61,378
-1,668
-3% -$382K 0.22% 50
2023
Q1 		$14.4M Sell
63,046
-8,846
-12% -$1.8M 0.25% 55
2022
Q4 		$12.5M Buy
71,892
+55
+0.1% +$9.14K 0.25% 55
2022
Q3 		$10.7M Buy
71,837
+9,902
+16% +$2.09M 0.25% 59
2022
Q2 		$14M Buy
61,935
+605
+1% +$129K 0.31% 49
2022
Q1 		$14.2M Buy
61,330
+21,455
+54% +$5.04M 0.27% 55
2021
Q4 		$10.4M Sell
39,875
-17,000
-30% -$4.08M 0.24% 63
2021
Q3 		$12.5M Buy
56,875
+13,574
+31% +$3.68M 0.25% 52
2021
Q2 		$12.9M Buy
43,301
+1,391
+3% +$413K 0.25% 54
2021
Q1 		$11.9M Buy
41,910
+2,035
+5% +$524K 0.28% 57
2020
Q4 		$10.4M Sell
39,875
-1,972
-5% -$546K 0.25% 62
2020
Q3 		$10.5M Sell
41,847
-5,979
-13% -$1.2M 0.29% 57
2020
Q2 		$6.71M Sell
47,826
-11,650
-20% -$1.47M 0.21% 79
2020
Q1 		$7.21M Sell
59,476
-248,072
-81% -$34.9M 0.26% 63
2019
Q4 		$46.5M Sell
307,548
-3,598
-1% -$555K 1.35% 26
2019
Q3 		$45.3M Buy
311,146
+17,748
+6% +$2.86M 1.44% 24
2019
Q2 		$48.2M Buy
293,398
+241,795
+469% +$42.3M 1.52% 25
2019
Q1 		$9.36M Buy
51,603
+14,585
+39% +$2.58M 0.3% 51
2018
Q4 		$5.97M Buy
37,018
+34,795
+1,565% +$7.36M 0.24% 66
2018
Q3 		$535K Sell
2,223
-185
-8% -$44.8K 0.02% 114
2018
Q2 		$547K Sell
2,408
-167
-6% -$41.4K 0.03% 112
2018
Q1 		$618K Sell
2,575
-250
-9% -$63.2K 0.03% 102
2017
Q4 		$705 Hold
2,825
– – 0.03% 102
2017
Q3 		$637K Buy
2,825
+115
+4% +$24.5K 0.03% 106
2017
Q2 		$589K Buy
2,710
+125
+5% +$24.7K 0.03% 109
2017
Q1 		$504K Buy
2,585
+50
+2% +$9.55K 0.03% 97
2016
Q4 		$472K Sell
2,535
-29
-1% -$5.32K 0.03% 91
2016
Q3 		$448K Hold
2,564
– – 0.03% 100
2016
Q2 		$389K Sell
2,564
-300
-10% -$48.6K 0.03% 107
2016
Q1 		$466K Buy
+2,864
New +$398K 0.03% 105

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's FDX Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its FedEx (FDX) stake by 162% in Q1 2026, buying an estimated $16.1M and bringing the position to 75,157 shares worth $26.8M. The position accounts for 0.62% of the portfolio, ranked #35.

Kovitz Investment Group Partners first reported a position in FDX in Q1 2016 and has held it in 41 quarters since. The position peaked at $48.2M in Q2 2019. 2,034 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Kovitz Investment Group Partners held 75,157 shares of FedEx worth $26.8M as of Q1 2026.
  • Kovitz Investment Group Partners bought 46,486 FedEx shares in Q1 2026, an estimated $16.1M.
  • FedEx made up 0.62% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #35 holding.
  • Kovitz Investment Group Partners first reported a position in FedEx in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's FedEx position peaked at $48.2M in Q2 2019.
  • 2,034 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.