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Morton Brown Family Wealth’s FedEx FDX Stock Holding History

Morton Brown Family 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 		$1.25K Buy
+4
New +$1.45K ﹤0.01% 290
2022
Q4 		– Sell
-8
Closed -$1K – 187
2022
Q3 		$1K Buy
+8
New +$1.69K ﹤0.01% 190

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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

Morton Brown Family Wealth's FDX Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in FedEx (FDX) in Q2 2026: 4 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in FDX as recently as Q3 2022.

Morton Brown Family Wealth first reported a position in FDX in Q3 2022 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Morton Brown Family Wealth held 4 shares of FedEx worth $1.25K as of Q2 2026.
  • FedEx was a new Morton Brown Family Wealth position in Q2 2026.
  • FedEx made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #290 holding.
  • Morton Brown Family Wealth first reported a position in FedEx in Q3 2022 and has held it in 2 quarters since.
  • 497 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.