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Smallwood Wealth Investment Management’s FedEx FDX Stock Holding History

Smallwood Wealth Investment 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 		$31.3K Hold
100
– – 0.01% 236
2026
Q1 		$35.6K Hold
100
– – 0.02% 207
2025
Q4 		$28.9K Hold
100
– – 0.02% 227
2025
Q3 		$23.6K Hold
100
– – 0.01% 246
2025
Q2 		$22.7K Hold
100
– – 0.01% 246
2025
Q1 		$24.4K Buy
+100
New +$25.9K 0.02% 229

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

Smallwood Wealth Investment Management's FDX Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its FedEx (FDX) position steady in Q2 2026 at 100 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #236.

Smallwood Wealth Investment Management first reported a position in FDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.6K in Q1 2026. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Smallwood Wealth Investment Management held 100 shares of FedEx worth $31.3K as of Q2 2026.
  • Smallwood Wealth Investment Management left its FedEx share count unchanged in Q2 2026.
  • FedEx made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #236 holding.
  • Smallwood Wealth Investment Management first reported a position in FedEx in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's FedEx position peaked at $35.6K in Q1 2026.
  • 582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.