SMA
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Sage Mountain Advisors’s FedEx FDX Stock Holding History

Sage Mountain 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 		– Sell
-1,761
Closed -$509K – 392
2025
Q4 		$509K Buy
+1,761
New +$462K 0.03% 269
2025
Q2 		– Sell
-1,271
Closed -$310K – 514
2025
Q1 		$310K Buy
1,271
+89
+8% +$23.1K 0.02% 300
2024
Q4 		$332K Buy
1,182
+127
+12% +$35.5K 0.02% 272
2024
Q3 		$289K Buy
1,055
+123
+13% +$35.7K 0.02% 291
2024
Q2 		$279K Buy
932
+86
+10% +$22.5K 0.03% 270
2024
Q1 		$245K Buy
+846
New +$212K 0.03% 284
2022
Q3 		– Sell
-936
Closed -$212K – 389
2022
Q2 		$212K Buy
+936
New +$200K 0.04% 420
2022
Q1 		– Sell
-1,737
Closed -$449K – 645
2021
Q4 		$449K Buy
1,737
+197
+13% +$47.3K 0.05% 333
2021
Q3 		$338K Sell
1,540
-11
-0.7% -$2.98K 0.05% 332
2021
Q2 		$463K Buy
1,551
+726
+88% +$215K 0.08% 240
2021
Q1 		$234K Buy
825
+25
+3% +$6.44K 0.05% 276
2020
Q4 		$208K Buy
+800
New +$222K 0.07% 170

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

Sage Mountain Advisors's FDX Position: Q1 2026 in Review

Sage Mountain Advisors sold out of FedEx (FDX) in Q1 2026, closing a stake of 1,761 shares — an estimated $509K sold.

Sage Mountain Advisors first reported a position in FDX in Q4 2020 and held it in 12 quarters. The position peaked at $509K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Sage Mountain Advisors reported no remaining FedEx position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,761 FedEx shares in Q1 2026, an estimated $509K.
  • Sage Mountain Advisors first reported a position in FedEx in Q4 2020 and held it in 12 quarters.
  • Sage Mountain Advisors's FedEx position peaked at $509K in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.