Simplicity Wealth’s FedEx FDX Stock Holding History

Simplicity Wealth’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	$620K	Buy	1,742 +135	+8%	+$46.9K	0.04%	406
2025 Q4	$464K	Buy	1,607 +267	+20%	+$70.1K	0.03%	450
2025 Q3	$316K	Sell	1,340 -732	-35%	-$169K	0.02%	551
2025 Q2	$471K	Buy	+2,072	New	+$454K	0.02%	470
2024 Q3	–	Sell	-18,147	Closed	-$5.44M	–	734
2024 Q2	$5.44M	Buy	18,147 +1,134	+7%	+$297K	0.12%	167
2024 Q1	$4.93M	Buy	+17,013	New	+$4.26M	0.12%	177

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Wealth's FDX Position: Q1 2026 in Review

Simplicity Wealth increased its FedEx (FDX) stake by 8.4% in Q1 2026, buying an estimated $46.9K and bringing the position to 1,742 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #406.

Simplicity Wealth first reported a position in FDX in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.44M in Q2 2024. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Simplicity Wealth held 1,742 shares of FedEx worth $620K as of Q1 2026.
Simplicity Wealth bought 135 FedEx shares in Q1 2026, an estimated $46.9K.
FedEx made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #406 holding.
Simplicity Wealth first reported a position in FedEx in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's FedEx position peaked at $5.44M in Q2 2024.
2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.