Summit Wealth Partners’s FedEx FDX Stock Holding History

Summit Wealth Partners’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	–	Sell	-625	Closed	-$223K	–	285
2026 Q1	$223K	Buy	+625	New	+$217K	0.04%	259
2020 Q1	–	Sell	-1,668	Closed	-$252K	–	113
2019 Q4	$252K	Buy	+1,668	New	+$257K	0.09%	103

Other funds holding FDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Summit Wealth Partners's FDX Position: Q2 2026 in Review

Summit Wealth Partners sold out of FedEx (FDX) in Q2 2026, closing a stake of 625 shares — an estimated $223K sold.

Summit Wealth Partners first reported a position in FDX in Q4 2019 and held it in 2 quarters. The position peaked at $252K in Q4 2019. 1,949 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Summit Wealth Partners reported no remaining FedEx position as of Q2 2026 after selling out during the quarter.
Summit Wealth Partners sold 625 FedEx shares in Q2 2026, an estimated $223K.
Summit Wealth Partners first reported a position in FedEx in Q4 2019 and held it in 2 quarters.
Summit Wealth Partners's FedEx position peaked at $252K in Q4 2019.
1,949 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.