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Schwarz Dygos Wheeler Investment Advisors’s FedEx FDX Stock Holding History

Schwarz Dygos Wheeler 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 		$1.39M Buy
3,914
+2
+0.1% +$694 0.29% 59
2025
Q4 		$1.13M Buy
3,912
+25
+0.6% +$6.57K 0.23% 64
2025
Q3 		$917K Sell
3,887
-35
-0.9% -$8.07K 0.19% 80
2025
Q2 		$892K Buy
3,922
+49
+1% +$10.7K 0.2% 78
2025
Q1 		$944K Buy
3,873
+51
+1% +$13.2K 0.22% 72
2024
Q4 		$1.08M Buy
3,822
+1
+0% +$279 0.26% 65
2024
Q3 		$1.05M Buy
3,821
+1
+0% +$290 0.26% 64
2024
Q2 		$1.15M Hold
3,820
– – 0.31% 61
2024
Q1 		$1.11M Sell
3,820
-3
-0.1% -$751 0.31% 59
2023
Q4 		$967K Buy
3,823
+19
+0.5% +$4.83K 0.3% 61
2023
Q3 		$1.01M Buy
3,804
+23
+0.6% +$5.98K 0.34% 52
2023
Q2 		$937K Buy
3,781
+729
+24% +$167K 0.31% 55
2023
Q1 		$698K Buy
3,052
+60
+2% +$12.2K 0.25% 61
2022
Q4 		$518K Sell
2,992
-1,032
-26% -$171K 0.2% 75
2022
Q3 		$598K Sell
4,024
-33
-0.8% -$6.96K 0.27% 58
2022
Q2 		$920K Buy
4,057
+36
+0.9% +$7.68K 0.37% 54
2022
Q1 		$930K Buy
4,021
+329
+9% +$77.3K 0.31% 55
2021
Q4 		$955K Buy
3,692
+454
+14% +$109K 0.32% 54
2021
Q3 		$710K Buy
3,238
+40
+1% +$10.9K 0.26% 62
2021
Q2 		$954K Buy
3,198
+481
+18% +$143K 0.35% 60
2021
Q1 		$772K Buy
2,717
+557
+26% +$143K 0.32% 59
2020
Q4 		$561K Buy
2,160
+468
+28% +$130K 0.27% 56
2020
Q3 		$426K Buy
+1,692
New +$338K 0.24% 66

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

Schwarz Dygos Wheeler Investment Advisors's FDX Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its FedEx (FDX) stake by 0.05% in Q1 2026, buying an estimated $694 and bringing the position to 3,914 shares worth $1.39M. The position accounts for 0.29% of the portfolio, ranked #59.

Schwarz Dygos Wheeler Investment Advisors first reported a position in FDX in Q3 2020 and has held it in 23 quarters since. 2,032 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 3,914 shares of FedEx worth $1.39M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 2 FedEx shares in Q1 2026, an estimated $694.
  • FedEx made up 0.29% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in FedEx in Q3 2020 and has held it in 23 quarters since.
  • 2,032 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.