Lodestone Wealth Management
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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
Q3 		$475K Buy
1,665
+1
+0.1% +$314 0.16% 124
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lodestone Wealth Management's FDX Position: Q3 2026 in Review

Lodestone Wealth Management increased its FedEx (FDX) stake by 0.06% in Q3 2026, buying an estimated $314 and bringing the position to 1,665 shares worth $475K. The position accounts for 0.16% of the portfolio, ranked #124.

Lodestone Wealth Management first reported a position in FDX in Q4 2022 and has held it in 13 quarters since. The position peaked at $591K in Q1 2026. 1,636 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Lodestone Wealth Management held 1,665 shares of FedEx worth $475K as of Q3 2026.
  • Lodestone Wealth Management bought 1 FedEx share in Q3 2026, an estimated $314.
  • FedEx made up 0.16% of Lodestone Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Lodestone Wealth Management first reported a position in FedEx in Q4 2022 and has held it in 13 quarters since.
  • Lodestone Wealth Management's FedEx position peaked at $591K in Q1 2026.
  • 1,636 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.