SWASL
FDX icon

Spartan Wealth Advisory Services LLC’s FedEx FDX Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.98M Sell
9,513
-114
-1% -$41.4K 0.24% 92
2026
Q1 		$3.43M Buy
+9,627
New +$3.34M 0.3% 79

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's FDX Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its FedEx (FDX) stake by 1.2% in Q2 2026, selling an estimated $41.4K and leaving 9,513 shares worth $2.98M. The position accounts for 0.24% of the portfolio, ranked #92.

Spartan Wealth Advisory Services LLC first reported a position in FDX in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.43M in Q1 2026. 1,857 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 9,513 shares of FedEx worth $2.98M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 114 FedEx shares in Q2 2026, an estimated $41.4K.
  • FedEx made up 0.24% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #92 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in FedEx in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's FedEx position peaked at $3.43M in Q1 2026.
  • 1,857 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.