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Lee Financial’s FedEx FDX Stock Holding History

Lee Financial’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
2025
Q4 		– Sell
-1,102
Closed -$261K – 155
2025
Q3 		$261K Buy
+1,102
New +$254K 0.03% 159
2025
Q1 		– Sell
-1,086
Closed -$307K – 158
2024
Q4 		$307K Sell
1,086
-5
-0.5% -$1.4K 0.04% 148
2024
Q3 		$300K Buy
+1,091
New +$317K 0.04% 148
2024
Q1 		– Sell
-27
Closed -$6.87K – 399
2023
Q4 		$6.87K Hold
27
– – ﹤0.01% 490
2023
Q3 		$7.19K Hold
27
– – ﹤0.01% 461
2023
Q2 		$6.74K Buy
27
+17
+170% +$3.89K ﹤0.01% 468
2023
Q1 		$2.3K Sell
10
-1,040
-99% -$211K ﹤0.01% 647
2022
Q4 		$182K Hold
1,050
– – 0.03% 153
2022
Q3 		$156K Sell
1,050
-1
-0.1% -$211 0.03% 158
2022
Q2 		$238K Buy
1,051
+4
+0.4% +$854 0.04% 132
2022
Q1 		$242K Sell
1,047
-1
-0.1% -$235 0.04% 135
2021
Q4 		$271K Buy
1,048
+1
+0.1% +$240 0.05% 124
2021
Q3 		$230K Buy
1,047
+10
+1% +$2.71K 0.05% 129
2021
Q2 		$309K Hold
1,037
– – 0.07% 114
2021
Q1 		$295K Hold
1,037
– – 0.07% 111
2020
Q4 		$269K Hold
1,037
– – 0.07% 111
2020
Q3 		$261K Hold
1,037
– – 0.07% 112
2020
Q2 		$145K Hold
1,037
– – 0.04% 137
2020
Q1 		$126K Buy
+1,037
New +$146K 0.04% 126
2018
Q3 		– Sell
-51
Closed -$12K – 548
2018
Q2 		$12K Sell
51
-12
-19% -$2.97K ﹤0.01% 444
2018
Q1 		$15K Buy
+63
New +$15.9K ﹤0.01% 398
2017
Q3 		– Sell
-250
Closed -$54K – 494
2017
Q2 		$54K Hold
250
– – 0.02% 187
2017
Q1 		$49K Sell
250
-57
-19% -$10.9K 0.02% 175
2016
Q4 		$57K Buy
+307
New +$56.3K 0.03% 167

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee Financial's FDX Position: Q4 2025 in Review

Lee Financial sold out of FedEx (FDX) in Q4 2025, closing a stake of 1,102 shares — an estimated $261K sold.

Lee Financial first reported a position in FDX in Q4 2016 and held it in 24 quarters. The position peaked at $309K in Q2 2021. 1,864 funds tracked by Wall St. Rank hold FDX as of Q4 2025.

  • Lee Financial reported no remaining FedEx position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 1,102 FedEx shares in Q4 2025, an estimated $261K.
  • Lee Financial first reported a position in FedEx in Q4 2016 and held it in 24 quarters.
  • Lee Financial's FedEx position peaked at $309K in Q2 2021.
  • 1,864 funds tracked by Wall St. Rank held FedEx as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.