LJI Wealth Management’s FedEx FDX Stock Holding History

LJI Wealth Management’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	$291K	Hold	930	–	–	0.04%	163
2026 Q1	$331K	Hold	930	–	–	0.05%	144
2025 Q4	$269K	Hold	930	–	–	0.04%	168
2025 Q3	$219K	Hold	930	–	–	0.04%	163
2025 Q2	$211K	Hold	930	–	–	0.04%	173
2025 Q1	$227K	Sell	930 -75	-7%	-$19.4K	0.05%	161
2024 Q4	$283K	Sell	1,005 -25	-2%	-$6.98K	0.06%	138
2024 Q3	$282K	Hold	1,030	–	–	0.06%	154
2024 Q2	$309K	Sell	1,030 -50	-5%	-$13.1K	0.07%	140
2024 Q1	$313K	Hold	1,080	–	–	0.08%	113
2023 Q4	$273K	Buy	1,080 +11	+1%	+$2.79K	0.07%	138
2023 Q3	$283K	Hold	1,069	–	–	0.08%	130
2023 Q2	$265K	Hold	1,069	–	–	0.08%	130
2023 Q1	$244K	Buy	+1,069	New	+$217K	0.08%	132

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LJI Wealth Management's FDX Position: Q2 2026 in Review

LJI Wealth Management held its FedEx (FDX) position steady in Q2 2026 at 930 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #163.

LJI Wealth Management first reported a position in FDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $331K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

LJI Wealth Management held 930 shares of FedEx worth $291K as of Q2 2026.
LJI Wealth Management left its FedEx share count unchanged in Q2 2026.
FedEx made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #163 holding.
LJI Wealth Management first reported a position in FedEx in Q1 2023 and has held it in 14 quarters since.
LJI Wealth Management's FedEx position peaked at $331K in Q1 2026.
1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.