MBL Wealth’s FedEx FDX Stock Holding History

MBL 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
2026 Q2	$592K	Sell	1,890 -102	-5%	-$37.1K	0.04%	189
2026 Q1	$710K	Buy	1,992 +543	+37%	+$188K	0.05%	155
2025 Q4	$419K	Buy	+1,449	New	+$381K	0.03%	198

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MBL Wealth's FDX Position: Q2 2026 in Review

MBL Wealth reduced its FedEx (FDX) stake by 5.1% in Q2 2026, selling an estimated $37.1K and leaving 1,890 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #189.

MBL Wealth first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $710K in Q1 2026. 1,954 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

MBL Wealth held 1,890 shares of FedEx worth $592K as of Q2 2026.
MBL Wealth sold 102 FedEx shares in Q2 2026, an estimated $37.1K.
FedEx made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #189 holding.
MBL Wealth first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
MBL Wealth's FedEx position peaked at $710K in Q1 2026.
1,954 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.