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Mattern Wealth Management’s FedEx FDX Stock Holding History

Mattern 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
Q1 		– Sell
-750
Closed -$211K – 169
2024
Q4 		$211K Hold
750
– – 0.05% 164
2024
Q3 		$205K Hold
750
– – 0.05% 168
2024
Q2 		$225K Sell
750
-33
-4% -$8.63K 0.05% 162
2024
Q1 		$227K Buy
+783
New +$196K 0.06% 162
2021
Q1 		– Sell
-2,135
Closed -$554K – 157
2020
Q4 		$554K Buy
+2,135
New +$591K 0.21% 99

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

Mattern Wealth Management's FDX Position: Q1 2025 in Review

Mattern Wealth Management sold out of FedEx (FDX) in Q1 2025, closing a stake of 750 shares — an estimated $211K sold.

Mattern Wealth Management first reported a position in FDX in Q4 2020 and held it in 5 quarters. The position peaked at $554K in Q4 2020. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Mattern Wealth Management reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
  • Mattern Wealth Management sold 750 FedEx shares in Q1 2025, an estimated $211K.
  • Mattern Wealth Management first reported a position in FedEx in Q4 2020 and held it in 5 quarters.
  • Mattern Wealth Management's FedEx position peaked at $554K in Q4 2020.
  • 1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Mattern Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.