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Phillips Financial Management’s FedEx FDX Stock Holding History

Phillips Financial 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
Q2 		$243K Sell
775
-88
-10% -$32K 0.02% 181
2026
Q1 		$307K Sell
863
-45
-5% -$15.6K 0.02% 161
2025
Q4 		$262K Sell
908
-86
-9% -$22.6K 0.02% 179
2025
Q3 		$234K Buy
+994
New +$229K 0.02% 193

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 $3.37T AUM 44.26% 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

Phillips Financial Management's FDX Position: Q2 2026 in Review

Phillips Financial Management reduced its FedEx (FDX) stake by 10% in Q2 2026, selling an estimated $32K and leaving 775 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #181.

Phillips Financial Management first reported a position in FDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $307K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Phillips Financial Management held 775 shares of FedEx worth $243K as of Q2 2026.
  • Phillips Financial Management sold 88 FedEx shares in Q2 2026, an estimated $32K.
  • FedEx made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #181 holding.
  • Phillips Financial Management first reported a position in FedEx in Q3 2025 and has held it in 4 quarters since.
  • Phillips Financial Management's FedEx position peaked at $307K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.