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Legacy Trust’s FedEx FDX Stock Holding History

Legacy Trust’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 		$720K Buy
2,297
+7
+0.3% +$2.2K 0.12% 114
2026
Q2 		$717K Sell
2,290
-745
-25% -$271K 0.13% 107
2026
Q1 		$1.08M Hold
3,035
– – 0.21% 80
2025
Q4 		$877K Hold
3,035
– – 0.16% 97
2025
Q3 		$716K Buy
3,035
+750
+33% +$173K 0.14% 107
2025
Q2 		$519K Sell
2,285
-246
-10% -$53.9K 0.13% 101
2025
Q1 		$617K Sell
2,531
-140
-5% -$36.3K 0.15% 96
2024
Q4 		$751K Sell
2,671
-50
-2% -$14K 0.17% 87
2024
Q3 		$745K Sell
2,721
-58
-2% -$16.8K 0.17% 90
2024
Q2 		$833K Buy
2,779
+9
+0.3% +$2.35K 0.21% 79
2024
Q1 		$803K Sell
2,770
-17
-0.6% -$4.25K 0.2% 83
2023
Q4 		$705K Sell
2,787
-54
-2% -$13.7K 0.18% 85
2023
Q3 		$753K Sell
2,841
-920
-24% -$239K 0.22% 80
2023
Q2 		$932K Sell
3,761
-227
-6% -$51.9K 0.26% 75
2023
Q1 		$911K Sell
3,988
-150
-4% -$30.5K 0.27% 75
2022
Q4 		$717K Buy
+4,138
New +$688K 0.22% 79

Other funds holding FDX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's FDX Position: Q3 2026 in Review

Legacy Trust increased its FedEx (FDX) stake by 0.31% in Q3 2026, buying an estimated $2.2K and bringing the position to 2,297 shares worth $720K. The position accounts for 0.12% of the portfolio, ranked #114.

Legacy Trust first reported a position in FDX in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.08M in Q1 2026. 1,147 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Legacy Trust held 2,297 shares of FedEx worth $720K as of Q3 2026.
  • Legacy Trust bought 7 FedEx shares in Q3 2026, an estimated $2.2K.
  • FedEx made up 0.12% of Legacy Trust's portfolio in Q3 2026, its #114 holding.
  • Legacy Trust first reported a position in FedEx in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's FedEx position peaked at $1.08M in Q1 2026.
  • 1,147 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.