San Luis Wealth Advisors’s FedEx FDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$937K Sell
2,992
-351
-10% -$128K 0.14% 109
2026
Q1
$1.19M Sell
3,343
-255
-7% -$88.5K 0.2% 76
2025
Q4
$1.04M Buy
3,598
+262
+8% +$68.8K 0.17% 82
2025
Q3
$787K Buy
3,336
+324
+11% +$74.7K 0.14% 95
2025
Q2
$685K Buy
+3,012
New +$660K 0.15% 79
2023
Q1
Sell
-5,691
Closed -$986K 165
2022
Q4
$986K Buy
+5,691
New +$946K 0.92% 36

Other funds holding FDX

San Luis Wealth Advisors's FDX Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its FedEx (FDX) stake by 10% in Q2 2026, selling an estimated $128K and leaving 2,992 shares worth $937K. The position accounts for 0.14% of the portfolio, ranked #109.

San Luis Wealth Advisors first reported a position in FDX in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.19M in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • San Luis Wealth Advisors held 2,992 shares of FedEx worth $937K as of Q2 2026.
  • San Luis Wealth Advisors sold 351 FedEx shares in Q2 2026, an estimated $128K.
  • FedEx made up 0.14% of San Luis Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • San Luis Wealth Advisors first reported a position in FedEx in Q4 2022 and has held it in 6 quarters since.
  • San Luis Wealth Advisors's FedEx position peaked at $1.19M in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.