PWPS
FDX icon

Pinnacle Wealth Planning Services’s FedEx FDX Stock Holding History

Pinnacle Wealth Planning Services’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 		$468K Buy
1,314
+3
+0.2% +$1.04K 0.05% 229
2025
Q4 		$379K Sell
1,311
-4
-0.3% -$1.05K 0.04% 265
2025
Q3 		$310K Buy
1,315
+257
+24% +$59.3K 0.04% 306
2025
Q2 		$240K Sell
1,058
-43
-4% -$9.42K 0.03% 367
2025
Q1 		$268K Sell
1,101
-6
-0.5% -$1.55K 0.04% 288
2024
Q4 		$311K Buy
1,107
+281
+34% +$78.5K 0.05% 243
2024
Q3 		$226K Sell
826
-10
-1% -$2.9K 0.03% 417
2024
Q2 		$251K Buy
836
+51
+6% +$13.3K 0.04% 343
2024
Q1 		$227K Buy
+785
New +$196K 0.03% 379
2023
Q4 		– Sell
-788
Closed -$209K – 496
2023
Q3 		$209K Buy
+788
New +$205K 0.03% 352
2023
Q2 		– Sell
-5,610
Closed -$1.28M – 481
2023
Q1 		$1.28M Buy
5,610
+254
+5% +$51.6K 0.21% 72
2022
Q4 		$928K Sell
5,356
-672
-11% -$112K 0.16% 89
2022
Q3 		$895K Buy
6,028
+4,619
+328% +$975K 0.17% 85
2022
Q2 		$319K Buy
1,409
+438
+45% +$93.5K 0.06% 230
2022
Q1 		$225K Sell
971
-339
-26% -$79.7K 0.04% 343
2021
Q4 		$339K Buy
1,310
+146
+13% +$35K 0.07% 238
2021
Q3 		$255K Sell
1,164
-22
-2% -$5.97K 0.06% 274
2021
Q2 		$354K Buy
1,186
+27
+2% +$8.01K 0.08% 200
2021
Q1 		$329K Buy
1,159
+420
+57% +$108K 0.08% 206
2020
Q4 		$191K Buy
+739
New +$205K 0.05% 294
2018
Q3 		– Sell
-939
Closed -$213K – 184
2018
Q2 		$213K Sell
939
-104
-10% -$25.8K 0.21% 156
2018
Q1 		$250K Buy
1,043
+468
+81% +$118K 0.26% 131
2017
Q4 		$144K Buy
+575
New +$131K 0.29% 69

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

Pinnacle Wealth Planning Services's FDX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its FedEx (FDX) stake by 0.23% in Q1 2026, buying an estimated $1.04K and bringing the position to 1,314 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #229.

Pinnacle Wealth Planning Services first reported a position in FDX in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.28M in Q1 2023. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,314 shares of FedEx worth $468K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3 FedEx shares in Q1 2026, an estimated $1.04K.
  • FedEx made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #229 holding.
  • Pinnacle Wealth Planning Services first reported a position in FedEx in Q4 2017 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's FedEx position peaked at $1.28M in Q1 2023.
  • 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.