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Peak Retirement Planning’s FedEx FDX Stock Holding History

Peak Retirement Planning’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 		$267K Buy
852
+111
+15% +$40.3K 0.04% 152
2026
Q1 		$264K Buy
741
+21
+3% +$7.29K 0.05% 132
2025
Q4 		$208K Buy
+720
New +$189K 0.05% 141

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Peak Retirement Planning's FDX Position: Q2 2026 in Review

Peak Retirement Planning increased its FedEx (FDX) stake by 15% in Q2 2026, buying an estimated $40.3K and bringing the position to 852 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #152.

Peak Retirement Planning first reported a position in FDX in Q4 2025 and has held it in 3 quarters since. 1,966 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Peak Retirement Planning held 852 shares of FedEx worth $267K as of Q2 2026.
  • Peak Retirement Planning bought 111 FedEx shares in Q2 2026, an estimated $40.3K.
  • FedEx made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #152 holding.
  • Peak Retirement Planning first reported a position in FedEx in Q4 2025 and has held it in 3 quarters since.
  • 1,966 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.