SIG
FDX icon

Sargent Investment Group’s FedEx FDX Stock Holding History

Sargent Investment Group’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 		$2.29M Buy
6,443
+214
+3% +$74.3K 0.3% 67
2025
Q4 		$1.8M Buy
+6,229
New +$1.64M 0.23% 76
2025
Q3 		– Sell
-6,622
Closed -$1.5M – 158
2025
Q2 		$1.5M Sell
6,622
-5,457
-45% -$1.19M 0.2% 82
2025
Q1 		$2.94M Buy
12,079
+1,290
+12% +$334K 0.47% 47
2024
Q4 		$2.96M Buy
10,789
+3,554
+49% +$992K 0.48% 44
2024
Q3 		$1.98M Buy
7,235
+1,447
+25% +$420K 0.36% 57
2024
Q2 		$1.74M Buy
5,788
+2,031
+54% +$531K 0.35% 63
2024
Q1 		$1.09M Sell
3,757
-583
-13% -$146K 0.24% 77
2023
Q4 		$1.1M Buy
4,340
+32
+0.7% +$8.13K 0.24% 78
2023
Q3 		$1.14M Sell
4,308
-30
-0.7% -$7.8K 0.27% 74
2023
Q2 		$1.08M Sell
4,338
-118
-3% -$27K 0.26% 77
2023
Q1 		$1.02M Buy
4,456
+73
+2% +$14.8K 0.27% 78
2022
Q4 		$759K Sell
4,383
-550
-11% -$91.4K 0.24% 88
2022
Q3 		$766K Buy
4,933
+201
+4% +$42.4K 0.24% 81
2022
Q2 		$1.07M Buy
4,732
+334
+8% +$71.3K 0.33% 65
2022
Q1 		$1.02M Buy
4,398
+1,242
+39% +$292K 0.26% 71
2021
Q4 		$816K Buy
3,156
+1,271
+67% +$305K 0.19% 88
2021
Q3 		$413K Buy
1,885
+175
+10% +$47.5K 0.1% 132
2021
Q2 		$510K Buy
1,710
+85
+5% +$25.2K 0.12% 120
2021
Q1 		$462K Buy
1,625
+350
+27% +$90.2K 0.12% 121
2020
Q4 		$331K Buy
1,275
+475
+59% +$132K 0.1% 135
2020
Q3 		$201K Buy
+800
New +$160K 0.07% 153

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

Sargent Investment Group's FDX Position: Q1 2026 in Review

Sargent Investment Group increased its FedEx (FDX) stake by 3.4% in Q1 2026, buying an estimated $74.3K and bringing the position to 6,443 shares worth $2.29M. The position accounts for 0.3% of the portfolio, ranked #67.

Sargent Investment Group first reported a position in FDX in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.96M in Q4 2024. 2,029 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Sargent Investment Group held 6,443 shares of FedEx worth $2.29M as of Q1 2026.
  • Sargent Investment Group bought 214 FedEx shares in Q1 2026, an estimated $74.3K.
  • FedEx made up 0.3% of Sargent Investment Group's portfolio in Q1 2026, its #67 holding.
  • Sargent Investment Group first reported a position in FedEx in Q3 2020 and has held it in 22 quarters since.
  • Sargent Investment Group's FedEx position peaked at $2.96M in Q4 2024.
  • 2,029 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.