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MBM Wealth Consultants’s FedEx FDX Stock Holding History

MBM Wealth Consultants’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 		$2.31M Buy
7,364
+655
+10% +$238K 0.44% 30
2026
Q1 		$2.39M Buy
6,709
+200
+3% +$69.4K 0.55% 26
2025
Q4 		$1.88M Buy
6,509
+47
+0.7% +$12.3K 0.45% 30
2025
Q3 		$1.52M Buy
6,462
+313
+5% +$72.2K 0.38% 42
2025
Q2 		$1.4M Buy
6,149
+1,187
+24% +$260K 0.37% 40
2025
Q1 		$1.22M Buy
4,962
+145
+3% +$37.6K 0.36% 45
2024
Q4 		$1.32M Buy
4,817
+142
+3% +$39.6K 0.39% 42
2024
Q3 		$1.28M Buy
4,675
+308
+7% +$89.4K 0.4% 43
2024
Q2 		$1.28M Buy
4,367
+115
+3% +$30.1K 0.44% 36
2024
Q1 		$1.24M Buy
4,252
+409
+11% +$102K 0.44% 32
2023
Q4 		$953K Buy
3,843
+502
+15% +$128K 0.36% 48
2023
Q3 		$811K Sell
3,341
-335
-9% -$87.1K 0.35% 45
2023
Q2 		$962K Buy
3,676
+587
+19% +$134K 0.41% 35
2023
Q1 		$799K Hold
3,089
– – 0.33% 37
2022
Q4 		$547K Buy
3,089
+459
+17% +$76.3K 0.25% 49
2022
Q3 		$398K Buy
2,630
+248
+10% +$52.3K 0.19% 58
2022
Q2 		$543K Buy
2,382
+147
+7% +$31.4K 0.27% 44
2022
Q1 		$517K Buy
2,235
+227
+11% +$53.3K 0.21% 61
2021
Q4 		$519K Buy
2,008
+496
+33% +$119K 0.22% 61
2021
Q3 		$332K Buy
1,512
+275
+22% +$74.6K 0.15% 79
2021
Q2 		$369K Buy
1,237
+105
+9% +$31.2K 0.17% 79
2021
Q1 		$321K Buy
1,132
+810
+252% +$209K 0.16% 78
2020
Q4 		$84K Hold
322
– – 0.05% 112
2020
Q3 		$81K Sell
322
-73
-18% -$14.6K 0.05% 108
2020
Q2 		$55K Sell
395
-3,204
-89% -$403K 0.04% 114
2020
Q1 		$436K Buy
3,599
+485
+16% +$68.3K 0.36% 45
2019
Q4 		$471K Buy
3,114
+213
+7% +$32.8K 0.35% 59
2019
Q3 		$422K Buy
2,901
+109
+4% +$17.6K 0.33% 68
2019
Q2 		$469K Buy
2,792
+119
+4% +$20.8K 0.39% 56
2019
Q1 		$485K Buy
2,673
+168
+7% +$29.7K 0.43% 54
2018
Q4 		$404K Buy
+2,505
New +$530K 0.39% 59

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

MBM Wealth Consultants's FDX Position: Q2 2026 in Review

MBM Wealth Consultants increased its FedEx (FDX) stake by 9.8% in Q2 2026, buying an estimated $238K and bringing the position to 7,364 shares worth $2.31M. The position accounts for 0.44% of the portfolio, ranked #30.

MBM Wealth Consultants first reported a position in FDX in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.39M in Q1 2026. 834 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • MBM Wealth Consultants held 7,364 shares of FedEx worth $2.31M as of Q2 2026.
  • MBM Wealth Consultants bought 655 FedEx shares in Q2 2026, an estimated $238K.
  • FedEx made up 0.44% of MBM Wealth Consultants's portfolio in Q2 2026, its #30 holding.
  • MBM Wealth Consultants first reported a position in FedEx in Q4 2018 and has held it in 31 quarters since.
  • MBM Wealth Consultants's FedEx position peaked at $2.39M in Q1 2026.
  • 834 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.