Mount Yale Investment Advisors’s FedEx FDX Stock Holding History

Mount Yale Investment Advisors’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 Q1	$2.47M	Buy	6,905 +3,509	+103%	+$1.22M	0.06%	332
2025 Q4	$986K	Buy	3,396 +359	+12%	+$94.3K	0.05%	317
2025 Q3	$720K	Buy	3,037 +3,023	+21,593%	+$697K	0.05%	343
2025 Q2	$3.18K	Buy	+14	New	+$3.07K	﹤0.01%	1279
2024 Q3	–	Sell	-20,511	Closed	-$6.15M	–	565
2024 Q2	$6.15M	Buy	+20,511	New	+$5.37M	0.49%	33
2018 Q2	–	Sell	-129	Closed	-$31K	–	965
2018 Q1	$31K	Buy	+129	New	+$32.6K	0.01%	702

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's FDX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its FedEx (FDX) stake by 103% in Q1 2026, buying an estimated $1.22M and bringing the position to 6,905 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #332.

Mount Yale Investment Advisors first reported a position in FDX in Q1 2018 and has held it in 6 quarters since. The position peaked at $6.15M in Q2 2024. 2,030 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Mount Yale Investment Advisors held 6,905 shares of FedEx worth $2.47M as of Q1 2026.
Mount Yale Investment Advisors bought 3,509 FedEx shares in Q1 2026, an estimated $1.22M.
FedEx made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #332 holding.
Mount Yale Investment Advisors first reported a position in FedEx in Q1 2018 and has held it in 6 quarters since.
Mount Yale Investment Advisors's FedEx position peaked at $6.15M in Q2 2024.
2,030 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.