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Penney Financial’s FedEx FDX Stock Holding History

Penney Financial’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 		– Sell
-1,011
Closed -$360K – 54
2026
Q1 		$360K Sell
1,011
-140
-12% -$48.6K 0.14% 35
2025
Q4 		$332K Hold
1,151
– – 0.13% 34
2025
Q3 		$271K Sell
1,151
-1
-0.1% -$231 0.12% 41
2025
Q2 		$262K Hold
1,152
– – 0.13% 37
2025
Q1 		$281K Hold
1,152
– – 0.18% 31
2024
Q4 		$324K Hold
1,152
– – 0.22% 28
2024
Q3 		$315K Sell
1,152
-13
-1% -$3.77K 0.22% 28
2024
Q2 		$349K Hold
1,165
– – 0.26% 28
2024
Q1 		$338K Hold
1,165
– – 0.25% 28
2023
Q4 		$295K Buy
+1,165
New +$296K 0.24% 26

Other funds holding FDX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Penney Financial's FDX Position: Q2 2026 in Review

Penney Financial sold out of FedEx (FDX) in Q2 2026, closing a stake of 1,011 shares — an estimated $360K sold.

Penney Financial first reported a position in FDX in Q4 2023 and held it in 10 quarters. The position peaked at $360K in Q1 2026. 959 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Penney Financial reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
  • Penney Financial sold 1,011 FedEx shares in Q2 2026, an estimated $360K.
  • Penney Financial first reported a position in FedEx in Q4 2023 and held it in 10 quarters.
  • Penney Financial's FedEx position peaked at $360K in Q1 2026.
  • 959 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.