Pinnacle Wealth Planning Services
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
Q3 		$362K Sell
1,271
-5
-0.4% -$1.57K 0.04% 302
2026
Q2 		$400K Sell
1,276
-38
-3% -$13.8K 0.04% 273
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% -$1.56K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Pinnacle Wealth Planning Services's FDX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its FedEx (FDX) stake by 0.39% in Q3 2026, selling an estimated $1.57K and leaving 1,271 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #302.

Pinnacle Wealth Planning Services first reported a position in FDX in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.28M in Q1 2023. 659 funds tracked by Wall St. Rank hold FDX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,271 shares of FedEx worth $362K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 5 FedEx shares in Q3 2026, an estimated $1.57K.
  • FedEx made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #302 holding.
  • Pinnacle Wealth Planning Services first reported a position in FedEx in Q4 2017 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's FedEx position peaked at $1.28M in Q1 2023.
  • 659 funds tracked by Wall St. Rank held FedEx as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.