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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
Q2 		$344K Sell
1,097
-27
-2% -$9.81K 0.03% 319
2026
Q1 		$400K Buy
+1,124
New +$390K 0.04% 258

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

LVW Advisors's FDX Position: Q2 2026 in Review

LVW Advisors reduced its FedEx (FDX) stake by 2.4% in Q2 2026, selling an estimated $9.81K and leaving 1,097 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #319.

LVW Advisors first reported a position in FDX in Q1 2026 and has held it in 2 quarters since. The position peaked at $400K in Q1 2026. 851 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • LVW Advisors held 1,097 shares of FedEx worth $344K as of Q2 2026.
  • LVW Advisors sold 27 FedEx shares in Q2 2026, an estimated $9.81K.
  • FedEx made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #319 holding.
  • LVW Advisors first reported a position in FedEx in Q1 2026 and has held it in 2 quarters since.
  • LVW Advisors's FedEx position peaked at $400K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.