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 Q2	$2.35M	Buy	7,498 +593	+9%	+$215K	0.04%	378
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 $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

Mount Yale Investment Advisors's FDX Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its FedEx (FDX) stake by 8.6% in Q2 2026, buying an estimated $215K and bringing the position to 7,498 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #378.

Mount Yale Investment Advisors first reported a position in FDX in Q1 2018 and has held it in 7 quarters since. The position peaked at $6.15M in Q2 2024. 1,963 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Mount Yale Investment Advisors held 7,498 shares of FedEx worth $2.35M as of Q2 2026.
Mount Yale Investment Advisors bought 593 FedEx shares in Q2 2026, an estimated $215K.
FedEx made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #378 holding.
Mount Yale Investment Advisors first reported a position in FedEx in Q1 2018 and has held it in 7 quarters since.
Mount Yale Investment Advisors's FedEx position peaked at $6.15M in Q2 2024.
1,963 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.