North Growth Management’s FedEx FDX Stock Holding History

North Growth 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	$4.67M	Sell	15,000 -4,000	-21%	-$1.45M	0.6%	42
2026 Q1	$6.68M	Sell	19,000 -10,000	-34%	-$3.47M	1.02%	37
2025 Q4	$8.31M	Buy	29,000 +1,000	+4%	+$263K	1.3%	34
2025 Q3	$6.71M	Sell	28,000 -6,000	-18%	-$1.38M	1.17%	36
2025 Q2	$7.64M	Hold	34,000	–	–	1.43%	28
2025 Q1	$8.2M	Buy	34,000 +1,000	+3%	+$259K	1.73%	27
2024 Q4	$9.42M	Sell	33,000 -5,000	-13%	-$1.4M	1.79%	24
2024 Q3	$10.4M	Hold	38,000	–	–	1.94%	24
2024 Q2	$11.4M	Hold	38,000	–	–	2.24%	18
2024 Q1	$11M	Hold	38,000	–	–	2.09%	19
2023 Q4	$9.64M	Sell	38,000 -5,000	-12%	-$1.27M	2.06%	19
2023 Q3	$11.3M	Sell	43,000 -5,000	-10%	-$1.3M	2.5%	14
2023 Q2	$11.9M	Hold	48,000	–	–	2.45%	14
2023 Q1	$11M	Sell	48,000 -5,000	-9%	-$1.02M	2.34%	18
2022 Q4	$9.21M	Hold	53,000	–	–	2.09%	22
2022 Q3	$7.89M	Hold	53,000	–	–	1.97%	24
2022 Q2	$12.1M	Sell	53,000 -6,000	-10%	-$1.28M	2.79%	15
2022 Q1	$13.7M	Hold	59,000	–	–	2.54%	14
2021 Q4	$15.3M	Hold	59,000	–	–	2.54%	15
2021 Q3	$13M	Buy	59,000 +5,000	+9%	+$1.36M	2.29%	16
2021 Q2	$16.3M	Buy	54,000 +8,000	+17%	+$2.37M	2.64%	10
2021 Q1	$13.1M	Hold	46,000	–	–	2.33%	16
2020 Q4	$12M	Sell	46,000 -9,000	-16%	-$2.49M	2.46%	15
2020 Q3	$13.9M	Sell	55,000 -4,000	-7%	-$800K	3.06%	7
2020 Q2	$8.28M	Sell	59,000 -2,000	-3%	-$252K	1.98%	24
2020 Q1	$7.38M	Buy	61,000 +11,000	+22%	+$1.55M	2.07%	26
2019 Q4	$7.51M	Hold	50,000	–	–	1.68%	30
2019 Q3	$7.23M	Buy	50,000 +1,000	+2%	+$161K	1.74%	32
2019 Q2	$8.1M	Hold	49,000	–	–	2%	23
2019 Q1	$8.94M	Hold	49,000	–	–	2.39%	20
2018 Q4	$7.95M	Buy	49,000 +10,000	+26%	+$2.12M	2.22%	20
2018 Q3	$9.29M	Hold	39,000	–	–	2.35%	20
2018 Q2	$8.77M	Hold	39,000	–	–	2.21%	22
2018 Q1	$9.27M	Sell	39,000 -8,000	-17%	-$2.02M	2.39%	17
2017 Q4	$11.8M	Buy	+47,000	New	+$10.7M	3.08%	9

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

North Growth Management's FDX Position: Q2 2026 in Review

North Growth Management reduced its FedEx (FDX) stake by 21% in Q2 2026, selling an estimated $1.45M and leaving 15,000 shares worth $4.67M. The position accounts for 0.6% of the portfolio, ranked #42.

North Growth Management first reported a position in FDX in Q4 2017 and has held it in 35 quarters since. The position peaked at $16.3M in Q2 2021. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

North Growth Management held 15,000 shares of FedEx worth $4.67M as of Q2 2026.
North Growth Management sold 4,000 FedEx shares in Q2 2026, an estimated $1.45M.
FedEx made up 0.6% of North Growth Management's portfolio in Q2 2026, its #42 holding.
North Growth Management first reported a position in FedEx in Q4 2017 and has held it in 35 quarters since.
North Growth Management's FedEx position peaked at $16.3M in Q2 2021.
1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on North Growth Management's 13F filing for Q2 2026, filed 22 Jul 2026.