PWM
FDX icon

Perigon Wealth Management’s FedEx FDX Stock Holding History

Perigon Wealth Management’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 		$2.14M Sell
6,021
-291
-5% -$101K 0.04% 362
2025
Q4 		$1.82M Buy
6,312
+454
+8% +$119K 0.03% 389
2025
Q3 		$1.38M Buy
5,858
+2,300
+65% +$530K 0.03% 429
2025
Q2 		$809K Buy
3,558
+72
+2% +$15.8K 0.02% 533
2025
Q1 		$850K Sell
3,486
-335
-9% -$86.8K 0.02% 490
2024
Q4 		$1.06M Sell
3,821
-300
-7% -$83.8K 0.03% 432
2024
Q3 		$1.13M Buy
4,121
+67
+2% +$19.5K 0.03% 404
2024
Q2 		$1.22M Sell
4,054
-6
-0.1% -$1.57K 0.04% 327
2024
Q1 		$1.18M Sell
4,060
-464
-10% -$116K 0.04% 338
2023
Q4 		$1.14M Buy
4,524
+470
+12% +$119K 0.04% 315
2023
Q3 		$1.07M Sell
4,054
-993
-20% -$258K 0.04% 292
2023
Q2 		$1.25M Buy
5,047
+1,127
+29% +$258K 0.05% 274
2023
Q1 		$896K Sell
3,920
-142
-3% -$28.8K 0.05% 290
2022
Q4 		$704K Buy
4,062
+732
+22% +$122K 0.04% 334
2022
Q3 		$494K Buy
3,330
+321
+11% +$67.7K 0.04% 334
2022
Q2 		$682K Buy
3,009
+1,866
+163% +$398K 0.06% 272
2022
Q1 		$265K Sell
1,143
-75
-6% -$17.6K 0.02% 501
2021
Q4 		$315K Sell
1,218
-950
-44% -$228K 0.02% 443
2021
Q3 		$475K Buy
2,168
+1,005
+86% +$273K 0.04% 314
2021
Q2 		$347K Buy
1,163
+46
+4% +$13.7K 0.03% 368
2021
Q1 		$317K Buy
1,117
+25
+2% +$6.44K 0.03% 379
2020
Q4 		$284K Buy
1,092
+167
+18% +$46.3K 0.03% 339
2020
Q3 		$233K Buy
+925
New +$185K 0.03% 344
2020
Q2 		– Sell
-2,335
Closed -$286K – 363
2020
Q1 		$286K Buy
2,335
+340
+17% +$47.9K 0.05% 241
2019
Q4 		$306K Buy
1,995
+14
+0.7% +$2.16K 0.06% 192
2019
Q3 		$297K Sell
1,981
-85
-4% -$13.7K 0.07% 172
2019
Q2 		$339K Buy
+2,066
New +$362K 0.08% 158
2018
Q4 		– Sell
-3,991
Closed -$964K – 241
2018
Q3 		$964K Sell
3,991
-405
-9% -$98.1K 0.24% 78
2018
Q2 		$1M Buy
4,396
+1,169
+36% +$290K 0.3% 71
2018
Q1 		$776K Buy
3,227
+556
+21% +$141K 0.29% 68
2017
Q4 		$668K Sell
2,671
-1,625
-38% -$372K 0.25% 67
2017
Q3 		$971K Sell
4,296
-13,822
-76% -$2.94M 0.32% 70
2017
Q2 		$3.95M Buy
18,118
+1,135
+7% +$224K 0.86% 28
2017
Q1 		$3.32M Buy
16,983
+209
+1% +$39.9K 0.7% 41
2016
Q4 		$3.26M Sell
16,774
-30
-0.2% -$5.51K 0.71% 41
2016
Q3 		$2.94M Buy
16,804
+129
+0.8% +$21.1K 0.76% 40
2016
Q2 		$2.54M Buy
16,675
+741
+5% +$120K 0.67% 42
2016
Q1 		$2.68M Hold
15,934
– – 0.84% 36
2015
Q4 		$2.38M Buy
15,934
+501
+3% +$77.5K 0.66% 39
2015
Q3 		$2.23M Sell
15,433
-333
-2% -$53.1K 0.66% 41
2015
Q2 		$2.69M Buy
15,766
+116
+0.7% +$20.2K 0.71% 39
2015
Q1 		$2.59M Buy
15,650
+1,636
+12% +$284K 0.71% 38
2014
Q4 		$2.43M Sell
14,014
-10,797
-44% -$1.83M 0.73% 37
2014
Q3 		$4.01M Buy
24,811
+33
+0.1% +$5.01K 1.19% 17
2014
Q2 		$3.75M Buy
+24,778
New +$3.46M 1.07% 21

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perigon Wealth Management's FDX Position: Q1 2026 in Review

Perigon Wealth Management reduced its FedEx (FDX) stake by 4.6% in Q1 2026, selling an estimated $101K and leaving 6,021 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #362.

Perigon Wealth Management first reported a position in FDX in Q2 2014 and has held it in 45 quarters since. The position peaked at $4.01M in Q3 2014. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Perigon Wealth Management held 6,021 shares of FedEx worth $2.14M as of Q1 2026.
  • Perigon Wealth Management sold 291 FedEx shares in Q1 2026, an estimated $101K.
  • FedEx made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #362 holding.
  • Perigon Wealth Management first reported a position in FedEx in Q2 2014 and has held it in 45 quarters since.
  • Perigon Wealth Management's FedEx position peaked at $4.01M in Q3 2014.
  • 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.