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Marcum Wealth’s FedEx FDX Stock Holding History

Marcum Wealth’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
Q1 		$202K Sell
830
-349
-30% -$90.5K 0.02% 366
2024
Q4 		$332K Buy
1,179
+84
+8% +$23.5K 0.03% 266
2024
Q3 		$300K Buy
1,095
+58
+6% +$16.8K 0.03% 286
2024
Q2 		$311K Sell
1,037
-22
-2% -$5.75K 0.03% 266
2024
Q1 		$307K Sell
1,059
-326
-24% -$81.6K 0.03% 263
2023
Q4 		$350K Buy
1,385
+153
+12% +$38.9K 0.04% 226
2023
Q3 		$326K Buy
1,232
+262
+27% +$68.1K 0.04% 229
2023
Q2 		$240K Buy
+970
New +$222K 0.03% 293

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marcum Wealth's FDX Position: Q1 2025 in Review

Marcum Wealth reduced its FedEx (FDX) stake by 30% in Q1 2025, selling an estimated $90.5K and leaving 830 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #366.

Marcum Wealth first reported a position in FDX in Q2 2023 and has held it in 8 quarters since. The position peaked at $350K in Q4 2023. 1,732 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Marcum Wealth held 830 shares of FedEx worth $202K as of Q1 2025.
  • Marcum Wealth sold 349 FedEx shares in Q1 2025, an estimated $90.5K.
  • FedEx made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #366 holding.
  • Marcum Wealth first reported a position in FedEx in Q2 2023 and has held it in 8 quarters since.
  • Marcum Wealth's FedEx position peaked at $350K in Q4 2023.
  • 1,732 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.