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Legacy Financial Advisors’s FedEx FDX Stock Holding History

Legacy Financial 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 		$843K Buy
2,693
+90
+3% +$32.7K 0.1% 154
2026
Q1 		$927K Buy
2,603
+277
+12% +$96.2K 0.13% 143
2025
Q4 		$672K Buy
2,326
+656
+39% +$172K 0.09% 185
2025
Q3 		$394K Buy
1,670
+766
+85% +$177K 0.05% 267
2025
Q2 		$205K Sell
904
-405
-31% -$88.7K 0.03% 331
2025
Q1 		$319K Buy
1,309
+42
+3% +$10.9K 0.05% 265
2024
Q4 		$356K Sell
1,267
-152
-11% -$42.4K 0.06% 248
2024
Q3 		$388K Buy
1,419
+40
+3% +$11.6K 0.07% 235
2024
Q2 		$413K Buy
1,379
+67
+5% +$17.5K 0.07% 202
2024
Q1 		$380K Buy
1,312
+33
+3% +$8.26K 0.07% 205
2023
Q4 		$324K Buy
1,279
+40
+3% +$10.2K 0.06% 221
2023
Q3 		$328K Buy
1,239
+15
+1% +$3.9K 0.07% 192
2023
Q2 		$303K Buy
1,224
+251
+26% +$57.4K 0.06% 197
2023
Q1 		$222K Buy
+973
New +$198K 0.05% 228
2020
Q1 		– Sell
-1,655
Closed -$250K – 80
2019
Q4 		$250K Buy
1,655
+7
+0.4% +$1.08K 0.08% 104
2019
Q3 		$240K Buy
+1,648
New +$266K 0.08% 103
2019
Q2 		– Sell
-401
Closed -$73K – 387
2019
Q1 		$73K Sell
401
-22
-5% -$3.89K 0.02% 214
2018
Q4 		$68K Buy
423
+63
+18% +$13.3K 0.03% 189
2018
Q3 		$86K Hold
360
– – 0.03% 186
2018
Q2 		$84K Buy
360
+12
+3% +$2.97K 0.03% 191
2018
Q1 		$82K Buy
348
+15
+5% +$3.79K 0.03% 189
2017
Q4 		$83K Buy
+333
New +$76.2K 0.03% 197

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

Legacy Financial Advisors's FDX Position: Q2 2026 in Review

Legacy Financial Advisors increased its FedEx (FDX) stake by 3.5% in Q2 2026, buying an estimated $32.7K and bringing the position to 2,693 shares worth $843K. The position accounts for 0.1% of the portfolio, ranked #154.

Legacy Financial Advisors first reported a position in FDX in Q4 2017 and has held it in 22 quarters since. The position peaked at $927K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Legacy Financial Advisors held 2,693 shares of FedEx worth $843K as of Q2 2026.
  • Legacy Financial Advisors bought 90 FedEx shares in Q2 2026, an estimated $32.7K.
  • FedEx made up 0.1% of Legacy Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • Legacy Financial Advisors first reported a position in FedEx in Q4 2017 and has held it in 22 quarters since.
  • Legacy Financial Advisors's FedEx position peaked at $927K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.