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Sound View Wealth Advisors Group’s FedEx FDX Stock Holding History

Sound View Wealth Advisors Group’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 		$593K Buy
1,666
+193
+13% +$67K 0.04% 257
2025
Q4 		$425K Buy
1,473
+60
+4% +$15.8K 0.03% 298
2025
Q3 		$333K Buy
1,413
+1
+0.1% +$231 0.02% 336
2025
Q2 		$321K Buy
1,412
+67
+5% +$14.7K 0.02% 335
2025
Q1 		$328K Sell
1,345
-62
-4% -$16.1K 0.03% 317
2024
Q4 		$396K Sell
1,407
-3
-0.2% -$838 0.03% 292
2024
Q3 		$386K Buy
1,410
+191
+16% +$55.5K 0.03% 298
2024
Q2 		$365K Buy
1,219
+2
+0.2% +$523 0.04% 274
2024
Q1 		$353K Buy
1,217
+9
+0.7% +$2.25K 0.04% 279
2023
Q4 		$306K Sell
1,208
-22
-2% -$5.59K 0.03% 304
2023
Q3 		$326K Buy
1,230
+33
+3% +$8.58K 0.04% 276
2023
Q2 		$297K Sell
1,197
-70
-6% -$16K 0.04% 289
2023
Q1 		$289K Buy
1,267
+59
+5% +$12K 0.04% 284
2022
Q4 		$306K Sell
1,208
-622
-34% -$103K 0.03% 304
2022
Q3 		$272K Sell
1,830
-1,164
-39% -$246K 0.06% 223
2022
Q2 		$679K Buy
2,994
+191
+7% +$40.8K 0.14% 135
2022
Q1 		$649K Buy
2,803
+19
+0.7% +$4.46K 0.12% 151
2021
Q4 		$720K Buy
2,784
+444
+19% +$107K 0.14% 143
2021
Q3 		$513K Buy
2,340
+153
+7% +$41.5K 0.11% 166
2021
Q2 		$652K Buy
2,187
+145
+7% +$43K 0.14% 145
2021
Q1 		$580K Buy
2,042
+505
+33% +$130K 0.14% 144
2020
Q4 		$399K Buy
1,537
+667
+77% +$185K 0.1% 171
2020
Q3 		$219K Buy
+870
New +$174K 0.06% 231
2020
Q1 		– Sell
-1,573
Closed -$238K – 224
2019
Q4 		$238K Sell
1,573
-30
-2% -$4.62K 0.07% 219
2019
Q3 		$233K Buy
1,603
+340
+27% +$54.8K 0.07% 222
2019
Q2 		$207K Buy
+1,263
New +$221K 0.06% 237

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

Sound View Wealth Advisors Group's FDX Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its FedEx (FDX) stake by 13% in Q1 2026, buying an estimated $67K and bringing the position to 1,666 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #257.

Sound View Wealth Advisors Group first reported a position in FDX in Q2 2019 and has held it in 26 quarters since. The position peaked at $720K in Q4 2021. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,666 shares of FedEx worth $593K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 193 FedEx shares in Q1 2026, an estimated $67K.
  • FedEx made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #257 holding.
  • Sound View Wealth Advisors Group first reported a position in FedEx in Q2 2019 and has held it in 26 quarters since.
  • Sound View Wealth Advisors Group's FedEx position peaked at $720K in Q4 2021.
  • 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.