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Lodestone Wealth Management’s FedEx FDX Stock Holding History

Lodestone 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 		$521K Buy
1,664
+5
+0.3% +$1.82K 0.18% 114
2026
Q1 		$591K Buy
1,659
+5
+0.3% +$1.74K 0.23% 98
2025
Q4 		$478K Buy
1,654
+10
+0.6% +$2.63K 0.19% 107
2025
Q3 		$388K Buy
1,644
+10
+0.6% +$2.31K 0.17% 120
2025
Q2 		$371K Buy
1,634
+10
+0.6% +$2.19K 0.18% 113
2025
Q1 		$396K Sell
1,624
-14
-0.9% -$3.63K 0.21% 105
2024
Q4 		$461K Buy
+1,638
New +$457K 0.23% 100
2024
Q1 		– Sell
-1,632
Closed -$413K – 150
2023
Q4 		$413K Buy
1,632
+7
+0.4% +$1.78K 0.24% 98
2023
Q3 		$430K Buy
1,625
+8
+0.5% +$2.08K 0.3% 76
2023
Q2 		$401K Sell
1,617
-201
-11% -$46K 0.27% 88
2023
Q1 		$416K Buy
1,818
+11
+0.6% +$2.23K 0.32% 79
2022
Q4 		$313K Buy
+1,807
New +$300K 0.25% 90

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Lodestone Wealth Management increased its FedEx (FDX) stake by 0.3% in Q2 2026, buying an estimated $1.82K and bringing the position to 1,664 shares worth $521K. The position accounts for 0.18% of the portfolio, ranked #114.

Lodestone Wealth Management first reported a position in FDX in Q4 2022 and has held it in 12 quarters since. The position peaked at $591K in Q1 2026. 728 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Lodestone Wealth Management held 1,664 shares of FedEx worth $521K as of Q2 2026.
  • Lodestone Wealth Management bought 5 FedEx shares in Q2 2026, an estimated $1.82K.
  • FedEx made up 0.18% of Lodestone Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Lodestone Wealth Management first reported a position in FedEx in Q4 2022 and has held it in 12 quarters since.
  • Lodestone Wealth Management's FedEx position peaked at $591K in Q1 2026.
  • 728 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.