Phillips Wealth Planners’s FedEx FDX Stock Holding History

Phillips Wealth Planners’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	$307K	Sell	982 -299	-23%	-$109K	0.23%	147
2026 Q1	$485K	Buy	+1,281	New	+$445K	0.37%	87
2025 Q1	–	Sell	-1,423	Closed	-$385K	–	180
2024 Q4	$385K	Sell	1,423 -8	-0.6%	-$2.23K	0.38%	81
2024 Q3	$389K	Sell	1,431 -329	-19%	-$95.5K	0.37%	93
2024 Q2	$516K	Buy	1,760 +269	+18%	+$70.4K	0.54%	62
2024 Q1	$395K	Sell	1,491 -568	-28%	-$142K	0.45%	78
2023 Q4	$503K	Buy	2,059 +278	+16%	+$70.6K	0.61%	48
2023 Q3	$433K	Buy	1,781 +788	+79%	+$205K	0.59%	56
2023 Q2	$246K	Buy	993 +121	+14%	+$27.7K	0.32%	115
2023 Q1	$201K	Buy	+872	New	+$177K	0.27%	143

Other funds holding FDX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phillips Wealth Planners's FDX Position: Q2 2026 in Review

Phillips Wealth Planners reduced its FedEx (FDX) stake by 23% in Q2 2026, selling an estimated $109K and leaving 982 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #147.

Phillips Wealth Planners first reported a position in FDX in Q1 2023 and has held it in 10 quarters since. The position peaked at $516K in Q2 2024. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Phillips Wealth Planners held 982 shares of FedEx worth $307K as of Q2 2026.
Phillips Wealth Planners sold 299 FedEx shares in Q2 2026, an estimated $109K.
FedEx made up 0.23% of Phillips Wealth Planners's portfolio in Q2 2026, its #147 holding.
Phillips Wealth Planners first reported a position in FedEx in Q1 2023 and has held it in 10 quarters since.
Phillips Wealth Planners's FedEx position peaked at $516K in Q2 2024.
1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.