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Sheets Smith Wealth Management’s FedEx FDX Stock Holding History

Sheets Smith Wealth Management’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
Q2 		– Sell
-563
Closed -$200K – 413
2026
Q1 		$200K Buy
+563
New +$195K 0.02% 387
2024
Q1 		– Sell
-23,571
Closed -$162K – 384
2023
Q4 		$162K Buy
+23,571
New +$5.99M 0.02% 334
2023
Q3 		– Sell
-1,091
Closed -$271K – 490
2023
Q2 		$271K Sell
1,091
-100
-8% -$22.9K 0.04% 285
2023
Q1 		$272K Sell
1,191
-50
-4% -$10.2K 0.04% 274
2022
Q4 		$215K Sell
1,241
-254
-17% -$42.2K 0.03% 284
2022
Q3 		$222K Buy
1,495
+54
+4% +$11.4K 0.04% 281
2022
Q2 		$327K Sell
1,441
-100
-6% -$21.3K 0.05% 233
2022
Q1 		$357K Buy
1,541
+3
+0.2% +$705 0.05% 253
2021
Q4 		$398K Buy
1,538
+200
+15% +$48K 0.05% 261
2021
Q3 		$293K Buy
1,338
+300
+29% +$81.4K 0.04% 303
2021
Q2 		$310K Sell
1,038
-5
-0.5% -$1.48K 0.04% 297
2021
Q1 		$296K Hold
1,043
– – 0.04% 275
2020
Q4 		$271K Hold
1,043
– – 0.04% 288
2020
Q3 		$262K Buy
+1,043
New +$209K 0.05% 251
2019
Q4 		– Sell
-1,424
Closed -$207K – 319
2019
Q3 		$207K Buy
1,424
+184
+15% +$29.7K 0.04% 283
2019
Q2 		$204K Sell
1,240
-6,793
-85% -$1.19M 0.04% 306
2019
Q1 		$1.46M Sell
8,033
-2,417
-23% -$427K 0.32% 91
2018
Q4 		$1.69M Sell
10,450
-100
-0.9% -$21.2K 0.45% 68
2018
Q3 		$2.54M Buy
10,550
+2,000
+23% +$484K 0.53% 52
2018
Q2 		$1.94M Hold
8,550
– – 0.45% 58
2018
Q1 		$2.05M Hold
8,550
– – 0.49% 53
2017
Q4 		$2.13M Buy
8,550
+1,735
+25% +$397K 0.5% 52
2017
Q3 		$1.54M Buy
+6,815
New +$1.45M 0.39% 71
2017
Q2 		– Sell
-6,414
Closed -$1.25M – 299
2017
Q1 		$1.25M Sell
6,414
-50
-0.8% -$9.55K 0.33% 90
2016
Q4 		$1.2M Buy
+6,464
New +$1.19M 0.34% 80
2015
Q1 		– Sell
-7,333
Closed -$1.27M – 245
2014
Q4 		$1.27M Buy
+7,333
New +$1.24M 0.33% 87

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

Sheets Smith Wealth Management's FDX Position: Q2 2026 in Review

Sheets Smith Wealth Management sold out of FedEx (FDX) in Q2 2026, closing a stake of 563 shares — an estimated $200K sold.

Sheets Smith Wealth Management first reported a position in FDX in Q4 2014 and held it in 26 quarters. The position peaked at $2.54M in Q3 2018. 359 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Sheets Smith Wealth Management reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 563 FedEx shares in Q2 2026, an estimated $200K.
  • Sheets Smith Wealth Management first reported a position in FedEx in Q4 2014 and held it in 26 quarters.
  • Sheets Smith Wealth Management's FedEx position peaked at $2.54M in Q3 2018.
  • 359 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.