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Lord & Richards Wealth Management’s FedEx FDX Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-16
Closed -$3.9K – 84
2025
Q1 		$3.9K Buy
+16
New +$4.15K ﹤0.01% 127

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lord & Richards Wealth Management's FDX Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of FedEx (FDX) in Q2 2025, closing a stake of 16 shares — an estimated $3.9K sold.

Lord & Richards Wealth Management first reported a position in FDX in Q1 2025 and held it in 1 quarter. The position peaked at $3.9K in Q1 2025. 1,699 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 16 FedEx shares in Q2 2025, an estimated $3.9K.
  • Lord & Richards Wealth Management first reported a position in FedEx in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's FedEx position peaked at $3.9K in Q1 2025.
  • 1,699 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.