Processus Wealth & Capital Management’s FedEx FDX Stock Holding History

Processus Wealth & 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	$4.12M	Sell	13,143 -1,848	-12%	-$671K	2.44%	15
2026 Q1	$5.34M	Buy	14,991 +3	+0%	+$1.04K	3.63%	10
2025 Q4	$4.33M	Buy	14,988 +121	+0.8%	+$31.8K	2.85%	13
2025 Q3	$3.51M	Sell	14,867 -1,022	-6%	-$236K	2.51%	18
2025 Q2	$3.61M	Sell	15,889 -848	-5%	-$186K	2.85%	11
2025 Q1	$4.08M	Buy	16,737 +232	+1%	+$60.1K	3.47%	9
2024 Q4	$4.64M	Buy	16,505 +240	+1%	+$67K	3.7%	7
2024 Q3	$4.45M	Sell	16,265 -845	-5%	-$245K	3.67%	7
2024 Q2	$5.13M	Buy	17,110 +126	+0.7%	+$33K	4.25%	6
2024 Q1	$4.92M	Buy	16,984 +1,975	+13%	+$494K	4.36%	7
2023 Q4	$3.8M	Buy	+15,009	New	+$3.81M	3.79%	7

Other funds holding FDX

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Processus Wealth & Capital Management's FDX Position: Q2 2026 in Review

Processus Wealth & Capital Management reduced its FedEx (FDX) stake by 12% in Q2 2026, selling an estimated $671K and leaving 13,143 shares worth $4.12M. The position accounts for 2.44% of the portfolio, ranked #15.

Processus Wealth & Capital Management first reported a position in FDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.34M in Q1 2026. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Processus Wealth & Capital Management held 13,143 shares of FedEx worth $4.12M as of Q2 2026.
Processus Wealth & Capital Management sold 1,848 FedEx shares in Q2 2026, an estimated $671K.
FedEx made up 2.44% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #15 holding.
Processus Wealth & Capital Management first reported a position in FedEx in Q4 2023 and has held it in 11 quarters since.
Processus Wealth & Capital Management's FedEx position peaked at $5.34M in Q1 2026.
582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.