Oak Harbor Wealth Partners’s FedEx FDX Stock Holding History

Oak Harbor Wealth Partners’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	$2.93M	Sell	8,235 -19	-0.2%	-$6.59K	0.69%	38
2025 Q4	$2.38M	Buy	8,254 +14	+0.2%	+$3.68K	0.57%	41
2025 Q3	$1.94M	Sell	8,240 -5	-0.1%	-$1.15K	0.48%	46
2025 Q2	$1.87M	Hold	8,245	–	–	0.51%	51
2025 Q1	$2.01M	Sell	8,245 -5	-0.1%	-$1.3K	0.57%	42
2024 Q4	$2.32M	Sell	8,250 -5	-0.1%	-$1.4K	0.67%	40
2024 Q3	$2.26M	Sell	8,255 -10	-0.1%	-$2.9K	0.64%	41
2024 Q2	$2.48M	Sell	8,265 -265	-3%	-$69.3K	0.78%	35
2024 Q1	$2.47M	Sell	8,530 -12	-0.1%	-$3K	0.77%	38
2023 Q4	$2.16M	Hold	8,542	–	–	0.73%	39
2023 Q3	$2.26M	Hold	8,542	–	–	0.8%	35
2023 Q2	$2.12M	Hold	8,542	–	–	0.72%	40
2023 Q1	$1.95M	Hold	8,542	–	–	0.71%	40
2022 Q4	$1.48M	Buy	8,542 +5	+0.1%	+$831	0.56%	52
2022 Q3	$1.27M	Sell	8,537 -208	-2%	-$43.9K	0.5%	55
2022 Q2	$1.98M	Buy	8,745 +1	+0%	+$213	0.79%	39
2022 Q1	$2.02M	Hold	8,744	–	–	0.66%	41
2021 Q4	$2.26M	Buy	+8,744	New	+$2.1M	0.78%	35

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

Oak Harbor Wealth Partners's FDX Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its FedEx (FDX) stake by 0.23% in Q1 2026, selling an estimated $6.59K and leaving 8,235 shares worth $2.93M. The position accounts for 0.69% of the portfolio, ranked #38.

Oak Harbor Wealth Partners first reported a position in FDX in Q4 2021 and has held it in 18 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Oak Harbor Wealth Partners held 8,235 shares of FedEx worth $2.93M as of Q1 2026.
Oak Harbor Wealth Partners sold 19 FedEx shares in Q1 2026, an estimated $6.59K.
FedEx made up 0.69% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #38 holding.
Oak Harbor Wealth Partners first reported a position in FedEx in Q4 2021 and has held it in 18 quarters since.
2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.