Montgomery Investment Management’s FedEx FDX Stock Holding History

Montgomery Investment 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
2026 Q2	$573K	Hold	1,830	–	–	0.17%	72
2026 Q1	$652K	Buy	1,830 +150	+9%	+$52.1K	0.22%	61
2025 Q4	$485K	Sell	1,680 -30	-2%	-$7.88K	0.17%	69
2025 Q3	$403K	Sell	1,710 -45	-3%	-$10.4K	0.14%	76
2025 Q2	$399K	Hold	1,755	–	–	0.15%	70
2025 Q1	$428K	Hold	1,755	–	–	0.17%	66
2024 Q4	$494K	Hold	1,755	–	–	0.19%	63
2024 Q3	$480K	Hold	1,755	–	–	0.17%	62
2024 Q2	$526K	Hold	1,755	–	–	0.21%	56
2024 Q1	$508K	Sell	1,755 -317	-15%	-$79.3K	0.19%	56
2023 Q4	$524K	Hold	2,072	–	–	0.16%	63
2023 Q3	$549K	Buy	2,072 +130	+7%	+$33.8K	0.19%	60
2023 Q2	$481K	Hold	1,942	–	–	0.16%	64
2023 Q1	$444K	Hold	1,942	–	–	0.16%	63
2022 Q4	$336K	Sell	1,942 -100	-5%	-$16.6K	0.12%	71
2022 Q3	$303K	Buy	+2,042	New	+$431K	0.12%	70

Other funds holding FDX

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Montgomery Investment Management's FDX Position: Q2 2026 in Review

Montgomery Investment Management held its FedEx (FDX) position steady in Q2 2026 at 1,830 shares worth $573K. The position accounts for 0.17% of the portfolio, ranked #72.

Montgomery Investment Management first reported a position in FDX in Q3 2022 and has held it in 16 quarters since. The position peaked at $652K in Q1 2026. 304 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Montgomery Investment Management held 1,830 shares of FedEx worth $573K as of Q2 2026.
Montgomery Investment Management left its FedEx share count unchanged in Q2 2026.
FedEx made up 0.17% of Montgomery Investment Management's portfolio in Q2 2026, its #72 holding.
Montgomery Investment Management first reported a position in FedEx in Q3 2022 and has held it in 16 quarters since.
Montgomery Investment Management's FedEx position peaked at $652K in Q1 2026.
304 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.