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Summit Financial’s FedEx FDX Stock Holding History

Summit Financial’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 		$1.39M Buy
4,412
+344
+8% +$125K 0.02% 734
2026
Q1 		$1.45M Sell
4,068
-675
-14% -$234K 0.02% 661
2025
Q4 		$1.38M Buy
4,743
+218
+5% +$57.3K 0.02% 571
2025
Q3 		$1.07M Buy
4,525
+593
+15% +$137K 0.02% 629
2025
Q2 		$900K Buy
3,932
+315
+9% +$69K 0.02% 429
2025
Q1 		$882K Sell
3,617
-21
-0.6% -$5.44K 0.02% 396
2024
Q4 		$1.03M Buy
3,638
+28
+0.8% +$7.82K 0.04% 312
2024
Q3 		$993K Buy
3,610
+501
+16% +$145K 0.04% 262
2024
Q2 		$936K Buy
+3,109
New +$813K 0.04% 239

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial's FDX Position: Q2 2026 in Review

Summit Financial increased its FedEx (FDX) stake by 8.5% in Q2 2026, buying an estimated $125K and bringing the position to 4,412 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #734.

Summit Financial first reported a position in FDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Summit Financial held 4,412 shares of FedEx worth $1.39M as of Q2 2026.
  • Summit Financial bought 344 FedEx shares in Q2 2026, an estimated $125K.
  • FedEx made up 0.02% of Summit Financial's portfolio in Q2 2026, its #734 holding.
  • Summit Financial first reported a position in FedEx in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's FedEx position peaked at $1.45M in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.