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Shelton Wealth Management’s FedEx FDX Stock Holding History

Shelton 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
2025
Q2 		– Sell
-4,809
Closed -$1.17M – 155
2025
Q1 		$1.17M Buy
4,809
+116
+2% +$30.1K 0.64% 40
2024
Q4 		$1.32M Buy
4,693
+740
+19% +$207K 0.68% 38
2024
Q3 		$1.08M Sell
3,953
-42
-1% -$12.2K 0.59% 52
2024
Q2 		$1.2M Buy
3,995
+1,041
+35% +$272K 0.68% 36
2024
Q1 		$856K Buy
2,954
+1,073
+57% +$268K 0.54% 43
2023
Q4 		$476K Buy
+1,881
New +$478K 0.34% 56
2022
Q4 		– Sell
-1,384
Closed -$205K – 65
2022
Q3 		$205K Hold
1,384
– – 0.18% 58
2022
Q2 		$314K Sell
1,384
-168
-11% -$35.9K 0.27% 47
2022
Q1 		$359K Buy
1,552
+168
+12% +$39.5K 0.28% 45
2021
Q4 		$358K Buy
+1,384
New +$332K 0.28% 43

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shelton Wealth Management's FDX Position: Q2 2025 in Review

Shelton Wealth Management sold out of FedEx (FDX) in Q2 2025, closing a stake of 4,809 shares — an estimated $1.17M sold.

Shelton Wealth Management first reported a position in FDX in Q4 2021 and held it in 10 quarters. The position peaked at $1.32M in Q4 2024. 1,699 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • Shelton Wealth Management reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 4,809 FedEx shares in Q2 2025, an estimated $1.17M.
  • Shelton Wealth Management first reported a position in FedEx in Q4 2021 and held it in 10 quarters.
  • Shelton Wealth Management's FedEx position peaked at $1.32M in Q4 2024.
  • 1,699 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Shelton Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.