Summa Corp’s FedEx FDX Stock Holding History

Summa Corp’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
2025 Q2	–	Sell	-1,250	Closed	-$305K	–	81
2025 Q1	$305K	Hold	1,250	–	–	0.18%	52
2024 Q4	$352K	Hold	1,250	–	–	0.17%	49
2024 Q3	$342K	Hold	1,250	–	–	0.16%	52
2024 Q2	$375K	Hold	1,250	–	–	0.18%	47
2024 Q1	$362K	Hold	1,250	–	–	0.2%	48
2023 Q4	$316K	Buy	+1,250	New	+$318K	0.22%	52

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summa Corp's FDX Position: Q2 2025 in Review

Summa Corp sold out of FedEx (FDX) in Q2 2025, closing a stake of 1,250 shares — an estimated $305K sold.

Summa Corp first reported a position in FDX in Q4 2023 and held it in 6 quarters. The position peaked at $375K in Q2 2024. 1,699 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

Summa Corp reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
Summa Corp sold 1,250 FedEx shares in Q2 2025, an estimated $305K.
Summa Corp first reported a position in FedEx in Q4 2023 and held it in 6 quarters.
Summa Corp's FedEx position peaked at $375K in Q2 2024.
1,699 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on Summa Corp's 13F filing for Q2 2025, filed 25 Jul 2025.