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Summit Trail Advisors’s FedEx FDX Stock Holding History

Summit Trail Advisors’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 		$4.26M Buy
11,963
+2,739
+30% +$951K 0.06% 195
2025
Q4 		$2.68M Sell
9,224
-581
-6% -$153K 0.05% 275
2025
Q3 		$2.33M Buy
9,805
+1,733
+21% +$400K 0.03% 370
2025
Q2 		$1.85M Buy
8,072
+2,843
+54% +$623K 0.03% 287
2025
Q1 		$1.28M Buy
5,229
+298
+6% +$77.3K 0.04% 132
2024
Q4 		$1.39M Buy
4,931
+30
+0.6% +$8.38K 0.05% 109
2024
Q3 		$1.35M Buy
4,901
+307
+7% +$89.2K 0.03% 217
2024
Q2 		$1.38M Buy
4,594
+2,292
+100% +$600K 0.04% 181
2024
Q1 		$670K Buy
2,302
+271
+13% +$67.8K 0.02% 278
2023
Q4 		$516K Sell
2,031
-688
-25% -$175K 0.02% 275
2023
Q3 		$724K Buy
2,719
+120
+5% +$31.2K 0.03% 211
2023
Q2 		$647K Buy
2,599
+803
+45% +$184K 0.02% 220
2023
Q1 		$412K Buy
1,796
+482
+37% +$97.9K 0.02% 248
2022
Q4 		$229K Buy
+1,314
New +$218K 0.01% 337
2022
Q3 		– Sell
-1,401
Closed -$319K – 389
2022
Q2 		$319K Buy
1,401
+260
+23% +$55.5K 0.02% 257
2022
Q1 		$265K Buy
+1,141
New +$268K 0.02% 268
2020
Q4 		– Sell
-810
Closed -$216K – 215
2020
Q3 		$216K Buy
+810
New +$162K 0.04% 194
2019
Q2 		– Sell
-1,200
Closed -$218K – 78
2019
Q1 		$218K Sell
1,200
-4,043
-77% -$715K 0.09% 74
2018
Q4 		$849K Sell
5,243
-3,619
-41% -$765K 0.3% 41
2018
Q3 		$2.14M Buy
8,862
+1,098
+14% +$266K 0.47% 38
2018
Q2 		$1.77M Sell
7,764
-2,216
-22% -$549K 0.62% 25
2018
Q1 		$722K Buy
9,980
+6,734
+207% +$1.7M 0.12% 163
2017
Q4 		$868K Buy
+3,246
New +$742K 0.11% 170

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's FDX Position: Q1 2026 in Review

Summit Trail Advisors increased its FedEx (FDX) stake by 30% in Q1 2026, buying an estimated $951K and bringing the position to 11,963 shares worth $4.26M. The position accounts for 0.06% of the portfolio, ranked #195.

Summit Trail Advisors first reported a position in FDX in Q4 2017 and has held it in 23 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Summit Trail Advisors held 11,963 shares of FedEx worth $4.26M as of Q1 2026.
  • Summit Trail Advisors bought 2,739 FedEx shares in Q1 2026, an estimated $951K.
  • FedEx made up 0.06% of Summit Trail Advisors's portfolio in Q1 2026, its #195 holding.
  • Summit Trail Advisors first reported a position in FedEx in Q4 2017 and has held it in 23 quarters since.
  • 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.