Summit Securities Group’s FedEx FDX Stock Holding History

Summit Securities 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
2022 Q2	–	Sell	-1,100	Closed	-$255K	–	1033
2022 Q1	$255K	Buy	+1,100	New	+$258K	0.03%	337
2021 Q4	–	Sell	-80	Closed	-$1.75M	–	852
2021 Q3	$1.75M	Buy	+80	New	+$21.7K	0.14%	171
2021 Q1	–	Sell	-12	Closed	-$312K	–	637
2020 Q4	$312K	Buy	+12	New	+$3.32K	0.03%	448
2020 Q3	–	Sell	-20	Closed	-$280K	–	412
2020 Q2	$280K	Hold	20	–	–	0.03%	337
2020 Q1	$243K	Sell	20 -200	-91%	-$28.2K	0.04%	226
2019 Q4	$3.33M	Buy	+220	New	+$33.9K	0.25%	92
2019 Q3	–	Sell	-60	Closed	-$985K	–	359
2019 Q2	$985K	Buy	60 +11	+22%	+$1.93K	0.11%	134
2019 Q1	$889K	Sell	49 -158	-76%	-$27.9K	0.16%	86
2018 Q4	$3.34M	Buy	+207	New	+$43.8K	0.29%	55

Other funds holding FDX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Summit Securities Group's FDX Position: Q1 2026 in Review

Summit Securities Group reduced its FedEx (FDX) stake by 96% in Q1 2026, selling an estimated $273K and leaving 36 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Summit Securities Group first reported a position in FDX in Q2 2015 and has held it in 25 quarters since. The position peaked at $5.69M in Q4 2020. 2,027 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Summit Securities Group held 36 shares of FedEx worth $12.8K as of Q1 2026.
Summit Securities Group sold 787 FedEx shares in Q1 2026, an estimated $273K.
FedEx made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #620 holding.
Summit Securities Group first reported a position in FedEx in Q2 2015 and has held it in 25 quarters since.
Summit Securities Group's FedEx position peaked at $5.69M in Q4 2020.
2,027 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.