Okabena Investment Services’s FedEx FDX Stock Holding History

Okabena Investment Services’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	$385K	Hold	1,231	–	–	0.07%	125
2026 Q1	$438K	Hold	1,231	–	–	0.08%	123
2025 Q4	$356K	Hold	1,231	–	–	0.07%	128
2025 Q3	$290K	Buy	1,231 +4	+0.3%	+$922	0.06%	130
2025 Q2	$279K	Sell	1,227 -1,073	-47%	-$235K	0.06%	123
2025 Q1	$561K	Sell	2,300 -15	-0.6%	-$3.89K	0.14%	95
2024 Q4	$651K	Hold	2,315	–	–	0.18%	82
2024 Q3	$634K	Hold	2,315	–	–	0.18%	79
2024 Q2	$694K	Hold	2,315	–	–	0.22%	73
2024 Q1	$671K	Sell	2,315 -6	-0.3%	-$1.5K	0.22%	77
2023 Q4	$587K	Buy	+2,321	New	+$590K	0.23%	78
2023 Q2	–	Sell	-44	Closed	-$5.01K	–	180
2023 Q1	$5.01K	Sell	44 -1,183	-96%	-$240K	﹤0.01%	126
2022 Q4	$213K	Sell	1,227 -1,073	-47%	-$178K	0.14%	84
2022 Q3	$341K	Buy	2,300 +1,227	+114%	+$259K	0.16%	88
2022 Q2	$243K	Hold	1,073	–	–	0.13%	84
2022 Q1	$249K	Hold	1,073	–	–	0.11%	94
2021 Q4	$278K	Hold	1,073	–	–	0.11%	96
2021 Q3	$235K	Hold	1,073	–	–	0.12%	79
2021 Q2	$320K	Buy	+1,073	New	+$318K	0.15%	72

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Okabena Investment Services's FDX Position: Q2 2026 in Review

Okabena Investment Services held its FedEx (FDX) position steady in Q2 2026 at 1,231 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #125.

Okabena Investment Services first reported a position in FDX in Q2 2021 and has held it in 19 quarters since. The position peaked at $694K in Q2 2024. 1,495 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Okabena Investment Services held 1,231 shares of FedEx worth $385K as of Q2 2026.
Okabena Investment Services left its FedEx share count unchanged in Q2 2026.
FedEx made up 0.07% of Okabena Investment Services's portfolio in Q2 2026, its #125 holding.
Okabena Investment Services first reported a position in FedEx in Q2 2021 and has held it in 19 quarters since.
Okabena Investment Services's FedEx position peaked at $694K in Q2 2024.
1,495 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.