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Regal Investment Advisors’s FedEx FDX Stock Holding History

Regal Investment Advisors’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 		$574K Buy
1,612
+127
+9% +$44.1K 0.03% 401
2025
Q4 		$429K Buy
1,485
+8
+0.5% +$2.1K 0.03% 451
2025
Q3 		$348K Sell
1,477
-34
-2% -$7.84K 0.02% 442
2025
Q2 		$343K Sell
1,511
-8
-0.5% -$1.75K 0.03% 397
2025
Q1 		$370K Sell
1,519
-85
-5% -$22K 0.03% 366
2024
Q4 		$451K Buy
1,604
+38
+2% +$10.6K 0.03% 343
2024
Q3 		$429K Sell
1,566
-384
-20% -$112K 0.03% 377
2024
Q2 		$585K Buy
1,950
+405
+26% +$106K 0.04% 325
2024
Q1 		$448K Hold
1,545
– – 0.03% 378
2023
Q4 		$391K Buy
1,545
+24
+2% +$6.1K 0.03% 369
2023
Q3 		$403K Buy
1,521
+9
+0.6% +$2.34K 0.03% 330
2023
Q2 		$375K Sell
1,512
-21
-1% -$4.81K 0.03% 348
2023
Q1 		$350K Sell
1,533
-3
-0.2% -$609 0.03% 355
2022
Q4 		$266K Sell
1,536
-13
-0.8% -$2.16K 0.03% 406
2022
Q3 		$230K Buy
1,549
+55
+4% +$11.6K 0.02% 419
2022
Q2 		$339K Sell
1,494
-9
-0.6% -$1.92K 0.04% 354
2022
Q1 		$348K Buy
1,503
+42
+3% +$9.87K 0.03% 370
2021
Q4 		$378K Sell
1,461
-142
-9% -$34.1K 0.03% 380
2021
Q3 		$351K Sell
1,603
-122
-7% -$33.1K 0.03% 390
2021
Q2 		$515K Buy
+1,725
New +$512K 0.05% 323
2021
Q1 		– Sell
-1,890
Closed -$491K – 155
2020
Q4 		$491K Buy
+1,890
New +$523K 0.06% 291
2020
Q3 		– Sell
-2,976
Closed -$417K – 65
2020
Q2 		$417K Buy
+2,976
New +$374K 0.08% 197
2020
Q1 		– Sell
-2,379
Closed -$360K – 109
2019
Q4 		$360K Buy
2,379
+38
+2% +$5.86K 0.06% 239
2019
Q3 		$341K Buy
2,341
+65
+3% +$10.5K 0.07% 230
2019
Q2 		$374K Hold
2,276
– – 0.07% 223
2019
Q1 		$413K Hold
2,276
– – 0.08% 204
2018
Q4 		$367K Buy
2,276
+120
+6% +$25.4K 0.08% 212
2018
Q3 		$519K Buy
2,156
+360
+20% +$87.2K 0.11% 188
2018
Q2 		$408K Sell
1,796
-360
-17% -$89.2K 0.12% 181
2018
Q1 		$518K Sell
2,156
-120
-5% -$30.3K 0.11% 169
2017
Q4 		$568K Buy
2,276
+480
+27% +$110K 0.13% 166
2017
Q3 		$405K Hold
1,796
– – 0.09% 192
2017
Q2 		$390K Hold
1,796
– – 0.1% 188
2017
Q1 		$350K Hold
1,796
– – 0.09% 195
2016
Q4 		$334K Hold
1,796
– – 0.09% 189
2016
Q3 		$314K Sell
1,796
-15
-0.8% -$2.46K 0.09% 200
2016
Q2 		$275K Hold
1,811
– – 0.08% 208
2016
Q1 		$295K Hold
1,811
– – 0.08% 202
2015
Q4 		$269K Buy
1,811
+12
+0.7% +$1.86K 0.07% 211
2015
Q3 		$259K Hold
1,799
– – 0.07% 205
2015
Q2 		$306K Hold
1,799
– – 0.08% 185
2015
Q1 		$298K Buy
1,799
+15
+0.8% +$2.6K 0.07% 201
2014
Q4 		$310K Hold
1,784
– – 0.08% 181
2014
Q3 		$288K Hold
1,784
– – 0.09% 192
2014
Q2 		$270K Sell
1,784
-15
-0.8% -$2.1K 0.1% 175
2014
Q1 		$238K Buy
1,799
+1,784
+11,893% +$242K 0.1% 169
2013
Q4 		$2K Sell
15
-1,784
-99% -$236K ﹤0.01% 754
2013
Q3 		$206K Hold
1,799
– – 0.12% 162
2013
Q2 		$178K Buy
+1,799
New +$175K 0.1% 160

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

Regal Investment Advisors's FDX Position: Q1 2026 in Review

Regal Investment Advisors increased its FedEx (FDX) stake by 8.6% in Q1 2026, buying an estimated $44.1K and bringing the position to 1,612 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #401.

Regal Investment Advisors first reported a position in FDX in Q2 2013 and has held it in 49 quarters since. The position peaked at $585K in Q2 2024. 2,029 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Regal Investment Advisors held 1,612 shares of FedEx worth $574K as of Q1 2026.
  • Regal Investment Advisors bought 127 FedEx shares in Q1 2026, an estimated $44.1K.
  • FedEx made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #401 holding.
  • Regal Investment Advisors first reported a position in FedEx in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's FedEx position peaked at $585K in Q2 2024.
  • 2,029 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.