Lakeside Advisors’s FedEx FDX Stock Holding History

Lakeside Advisors’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	$920K	Sell	2,939 -100	-3%	-$36.3K	0.58%	33
2026 Q1	$1.08M	Buy	3,039 +21	+0.7%	+$7.29K	0.72%	28
2025 Q4	$872K	Sell	3,018 -150	-5%	-$39.4K	0.56%	31
2025 Q3	$747K	Sell	3,168 -98	-3%	-$22.6K	0.47%	33
2025 Q2	$742K	Sell	3,266 -50	-2%	-$10.9K	0.48%	31
2025 Q1	$808K	Buy	3,316 +2	+0.1%	+$518	0.54%	28
2024 Q4	$932K	Sell	3,314 -50	-1%	-$14K	0.62%	28
2024 Q3	$921K	Sell	3,364 -49	-1%	-$14.2K	0.58%	28
2024 Q2	$1.02M	Sell	3,413 -50	-1%	-$13.1K	0.66%	27
2024 Q1	$1M	Hold	3,463	–	–	0.64%	28
2023 Q4	$876K	Sell	3,463 -99	-3%	-$25.2K	0.61%	31
2023 Q3	$944K	Hold	3,562	–	–	0.72%	26
2023 Q2	$883K	Buy	3,562 +1	+0%	+$229	0.65%	30
2023 Q1	$814K	Hold	3,561	–	–	0.63%	31
2022 Q4	$617K	Sell	3,561 -49	-1%	-$8.14K	0.51%	33
2022 Q3	$536K	Hold	3,610	–	–	0.48%	33
2022 Q2	$818K	Buy	3,610 +250	+7%	+$53.3K	0.7%	26
2022 Q1	$777K	Buy	+3,360	New	+$790K	0.59%	30

Other funds holding FDX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lakeside Advisors's FDX Position: Q2 2026 in Review

Lakeside Advisors reduced its FedEx (FDX) stake by 3.3% in Q2 2026, selling an estimated $36.3K and leaving 2,939 shares worth $920K. The position accounts for 0.58% of the portfolio, ranked #33.

Lakeside Advisors first reported a position in FDX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.08M in Q1 2026. 1,055 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Lakeside Advisors held 2,939 shares of FedEx worth $920K as of Q2 2026.
Lakeside Advisors sold 100 FedEx shares in Q2 2026, an estimated $36.3K.
FedEx made up 0.58% of Lakeside Advisors's portfolio in Q2 2026, its #33 holding.
Lakeside Advisors first reported a position in FedEx in Q1 2022 and has held it in 18 quarters since.
Lakeside Advisors's FedEx position peaked at $1.08M in Q1 2026.
1,055 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.