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Strategic Family Wealth Counselors’s FedEx FDX Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-1,492
Closed -$449K – 183
2025
Q4 		$449K Buy
+1,492
New +$392K 0.1% 128

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Primecap Management
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Vanguard Portfolio Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Family Wealth Counselors's FDX Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of FedEx (FDX) in Q1 2026, closing a stake of 1,492 shares — an estimated $449K sold.

Strategic Family Wealth Counselors first reported a position in FDX in Q4 2025 and held it in 1 quarter. The position peaked at $449K in Q4 2025. 2,038 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining FedEx position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,492 FedEx shares in Q1 2026, an estimated $449K.
  • Strategic Family Wealth Counselors first reported a position in FedEx in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's FedEx position peaked at $449K in Q4 2025.
  • 2,038 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.