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Larry Mathis Financial Planning’s FedEx FDX Stock Holding History

Larry Mathis Financial Planning’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 		$370K Sell
1,183
-31
-3% -$11.3K 0.28% 86
2026
Q1 		$432K Sell
1,214
-28
-2% -$9.72K 0.39% 62
2025
Q4 		$359K Buy
+1,242
New +$326K 0.32% 96

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

Larry Mathis Financial Planning's FDX Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its FedEx (FDX) stake by 2.6% in Q2 2026, selling an estimated $11.3K and leaving 1,183 shares worth $370K. The position accounts for 0.28% of the portfolio, ranked #86.

Larry Mathis Financial Planning first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $432K in Q1 2026. 1,946 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Larry Mathis Financial Planning held 1,183 shares of FedEx worth $370K as of Q2 2026.
  • Larry Mathis Financial Planning sold 31 FedEx shares in Q2 2026, an estimated $11.3K.
  • FedEx made up 0.28% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #86 holding.
  • Larry Mathis Financial Planning first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's FedEx position peaked at $432K in Q1 2026.
  • 1,946 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.