Lakeside Advisors
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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
Q3 		$824K Sell
2,890
-49
-2% -$15.4K 0.48% 36
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Lakeside Advisors's FDX Position: Q3 2026 in Review

Lakeside Advisors reduced its FedEx (FDX) stake by 1.7% in Q3 2026, selling an estimated $15.4K and leaving 2,890 shares worth $824K. The position accounts for 0.48% of the portfolio, ranked #36.

Lakeside Advisors first reported a position in FDX in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.08M in Q1 2026. 1,446 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Lakeside Advisors held 2,890 shares of FedEx worth $824K as of Q3 2026.
  • Lakeside Advisors sold 49 FedEx shares in Q3 2026, an estimated $15.4K.
  • FedEx made up 0.48% of Lakeside Advisors's portfolio in Q3 2026, its #36 holding.
  • Lakeside Advisors first reported a position in FedEx in Q1 2022 and has held it in 19 quarters since.
  • Lakeside Advisors's FedEx position peaked at $1.08M in Q1 2026.
  • 1,446 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.