Oakworth Capital’s FedEx FDX Stock Holding History

Oakworth Capital’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	$140K	Sell	446 -24	-5%	-$8.72K	0.01%	315
2026 Q1	$167K	Hold	470	–	–	0.01%	265
2025 Q4	$136K	Hold	470	–	–	0.01%	301
2025 Q3	$111K	Buy	470 +38	+9%	+$8.76K	0.01%	328
2025 Q2	$98.2K	Hold	432	–	–	0.01%	290
2025 Q1	$105K	Hold	432	–	–	0.01%	285
2024 Q4	$122K	Hold	432	–	–	0.01%	259
2024 Q3	$118K	Hold	432	–	–	0.01%	260
2024 Q2	$130K	Hold	432	–	–	0.01%	242
2024 Q1	$125K	Hold	432	–	–	0.01%	233
2023 Q4	$109K	Hold	432	–	–	0.01%	240
2023 Q3	$114K	Hold	432	–	–	0.01%	215
2023 Q2	$107K	Hold	432	–	–	0.01%	234
2023 Q1	$98.7K	Hold	432	–	–	0.01%	232
2022 Q4	$74.8K	Sell	432 -406	-48%	-$67.5K	0.01%	246
2022 Q3	$124K	Hold	838	–	–	0.01%	203
2022 Q2	$190K	Sell	838 -14	-2%	-$2.99K	0.02%	166
2022 Q1	$198K	Sell	852 -50	-6%	-$11.7K	0.02%	174
2021 Q4	$233K	Hold	902	–	–	0.02%	168
2021 Q3	$198K	Buy	902 +30	+3%	+$8.14K	0.02%	177
2021 Q2	$260K	Hold	872	–	–	0.03%	152
2021 Q1	$248K	Sell	872 -44	-5%	-$11.3K	0.03%	157
2020 Q4	$237K	Hold	916	–	–	0.03%	148
2020 Q3	$231K	Hold	916	–	–	0.04%	136
2020 Q2	$128K	Hold	916	–	–	0.02%	179
2020 Q1	$111K	Sell	916 -208	-19%	-$29.3K	0.03%	179
2019 Q4	$177K	Sell	1,124 -122	-10%	-$18.8K	0.03%	170
2019 Q3	$182K	Sell	1,246 -216	-15%	-$34.8K	0.04%	162
2019 Q2	$240K	Buy	1,462 +338	+30%	+$59.2K	0.05%	150
2019 Q1	$204K	Hold	1,124	–	–	0.04%	164
2018 Q4	$182K	Buy	1,124 +119	+12%	+$25.2K	0.04%	162
2018 Q3	$242K	Buy	1,005 +208	+26%	+$50.4K	0.05%	151
2018 Q2	$181K	Hold	797	–	–	0.04%	169
2018 Q1	$197K	Hold	797	–	–	0.05%	157
2017 Q4	$184K	Hold	797	–	–	0.04%	167
2017 Q3	$171K	Hold	797	–	–	0.04%	174
2017 Q2	$173K	Sell	797 -546	-41%	-$108K	0.05%	170
2017 Q1	$262K	Hold	1,343	–	–	0.08%	127
2016 Q4	$258K	Hold	1,343	–	–	0.08%	126
2016 Q3	$235K	Sell	1,343 -1,000	-43%	-$164K	0.08%	125
2016 Q2	$387K	Hold	2,343	–	–	0.14%	83
2016 Q1	$381K	Buy	2,343 +43	+2%	+$5.98K	0.15%	81
2015 Q4	$343K	Buy	2,300 +1,400	+156%	+$217K	0.14%	80
2015 Q3	$130K	Hold	900	–	–	0.07%	102
2015 Q2	$154K	Sell	900 -1,000	-53%	-$174K	0.07%	105
2015 Q1	$323K	Hold	1,900	–	–	0.15%	72
2014 Q4	$330K	Buy	+1,900	New	+$321K	0.17%	69

Other funds holding FDX

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oakworth Capital's FDX Position: Q2 2026 in Review

Oakworth Capital reduced its FedEx (FDX) stake by 5.1% in Q2 2026, selling an estimated $8.72K and leaving 446 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #315.

Oakworth Capital first reported a position in FDX in Q4 2014 and has held it in 47 quarters since. The position peaked at $387K in Q2 2016. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Oakworth Capital held 446 shares of FedEx worth $140K as of Q2 2026.
Oakworth Capital sold 24 FedEx shares in Q2 2026, an estimated $8.72K.
FedEx made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #315 holding.
Oakworth Capital first reported a position in FedEx in Q4 2014 and has held it in 47 quarters since.
Oakworth Capital's FedEx position peaked at $387K in Q2 2016.
582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.