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Lake Street Private Wealth’s FedEx FDX Stock Holding History

Lake Street Private Wealth’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 		$5.15M Sell
16,458
-264
-2% -$95.9K 0.59% 49
2026
Q1 		$5.96M Buy
16,722
+265
+2% +$92K 0.76% 42
2025
Q4 		$4.75M Buy
16,457
+771
+5% +$202K 0.58% 52
2025
Q3 		$3.7M Buy
15,686
+172
+1% +$39.7K 0.48% 63
2025
Q2 		$3.53M Sell
15,514
-7
-0% -$1.53K 0.5% 62
2025
Q1 		$3.78M Buy
15,521
+852
+6% +$221K 0.62% 53
2024
Q4 		$4.13M Buy
14,669
+892
+6% +$249K 0.66% 47
2024
Q3 		$3.77M Buy
13,777
+297
+2% +$86.2K 0.6% 49
2024
Q2 		$4.04M Sell
13,480
-308
-2% -$80.6K 0.52% 49
2024
Q1 		$3.99M Buy
13,788
+1,388
+11% +$347K 0.55% 46
2023
Q4 		$3.14M Buy
12,400
+101
+0.8% +$25.7K 0.49% 55
2023
Q3 		$3.28M Buy
12,299
+50
+0.4% +$13K 0.59% 46
2023
Q2 		$3.04M Sell
12,249
-36
-0.3% -$8.24K 0.53% 54
2023
Q1 		$2.81M Buy
12,285
+4,817
+65% +$978K 0.52% 51
2022
Q4 		$1.29M Sell
7,468
-5,239
-41% -$871K 0.27% 106
2022
Q3 		$1.89M Sell
12,707
-948
-7% -$200K 0.43% 66
2022
Q2 		$3.1M Sell
13,655
-121
-0.9% -$25.8K 0.65% 45
2022
Q1 		$3.19M Buy
13,776
+4,497
+48% +$1.06M 0.57% 48
2021
Q4 		$2.4M Buy
9,279
+5,545
+149% +$1.33M 0.42% 65
2021
Q3 		$819K Buy
+3,734
New +$1.01M 0.2% 115

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

Lake Street Private Wealth's FDX Position: Q2 2026 in Review

Lake Street Private Wealth reduced its FedEx (FDX) stake by 1.6% in Q2 2026, selling an estimated $95.9K and leaving 16,458 shares worth $5.15M. The position accounts for 0.59% of the portfolio, ranked #49.

Lake Street Private Wealth first reported a position in FDX in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.96M in Q1 2026. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Lake Street Private Wealth held 16,458 shares of FedEx worth $5.15M as of Q2 2026.
  • Lake Street Private Wealth sold 264 FedEx shares in Q2 2026, an estimated $95.9K.
  • FedEx made up 0.59% of Lake Street Private Wealth's portfolio in Q2 2026, its #49 holding.
  • Lake Street Private Wealth first reported a position in FedEx in Q3 2021 and has held it in 20 quarters since.
  • Lake Street Private Wealth's FedEx position peaked at $5.96M in Q1 2026.
  • 1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.