PCM
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Polymer Capital Management’s FedEx FDX Stock Holding History

Polymer Capital 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 		$495K Sell
1,582
-575
-27% -$209K 0.07% 387
2026
Q1 		$768K Buy
2,157
+1,355
+169% +$470K 0.08% 273
2025
Q4 		$232K Sell
802
-1,047
-57% -$275K 0.02% 684
2025
Q3 		$436K Buy
1,849
+517
+39% +$119K 0.05% 453
2025
Q2 		$303K Buy
1,332
+474
+55% +$104K 0.04% 424
2025
Q1 		$209K Buy
+858
New +$222K 0.05% 431

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

Polymer Capital Management's FDX Position: Q2 2026 in Review

Polymer Capital Management reduced its FedEx (FDX) stake by 27% in Q2 2026, selling an estimated $209K and leaving 1,582 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #387.

Polymer Capital Management first reported a position in FDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $768K in Q1 2026. 1,957 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Polymer Capital Management held 1,582 shares of FedEx worth $495K as of Q2 2026.
  • Polymer Capital Management sold 575 FedEx shares in Q2 2026, an estimated $209K.
  • FedEx made up 0.07% of Polymer Capital Management's portfolio in Q2 2026, its #387 holding.
  • Polymer Capital Management first reported a position in FedEx in Q1 2025 and has held it in 6 quarters since.
  • Polymer Capital Management's FedEx position peaked at $768K in Q1 2026.
  • 1,957 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.