LVW Advisors
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LVW Advisors’s FedEx FDX Stock Holding History

LVW Advisors’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 		$291K Sell
1,020
-77
-7% -$24.2K 0.02% 377
2026
Q2 		$344K Sell
1,097
-27
-2% -$9.8K 0.03% 319
2026
Q1 		$400K Buy
+1,124
New +$390K 0.04% 258

Other funds holding FDX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

LVW Advisors's FDX Position: Q3 2026 in Review

LVW Advisors reduced its FedEx (FDX) stake by 7% in Q3 2026, selling an estimated $24.2K and leaving 1,020 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #377.

LVW Advisors first reported a position in FDX in Q1 2026 and has held it in 3 quarters since. The position peaked at $400K in Q1 2026. 1,259 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • LVW Advisors held 1,020 shares of FedEx worth $291K as of Q3 2026.
  • LVW Advisors sold 77 FedEx shares in Q3 2026, an estimated $24.2K.
  • FedEx made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #377 holding.
  • LVW Advisors first reported a position in FedEx in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's FedEx position peaked at $400K in Q1 2026.
  • 1,259 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.