Swisher Financial Concepts’s FedEx FDX Stock Holding History

Swisher Financial Concepts’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	$47K	Sell	150 -520	-78%	-$189K	0.03%	102
2026 Q1	$239K	Buy	+670	New	+$233K	0.13%	91
2024 Q4	–	Sell	-883	Closed	-$232K	–	71
2024 Q3	$232K	Sell	883 -230	-21%	-$66.8K	0.15%	79
2024 Q2	$332K	Sell	1,113 -13	-1%	-$3.4K	0.34%	53
2024 Q1	$304K	Sell	1,126 -42	-4%	-$10.5K	0.26%	61
2023 Q4	$286K	Buy	+1,168	New	+$297K	0.28%	59

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

Swisher Financial Concepts's FDX Position: Q2 2026 in Review

Swisher Financial Concepts reduced its FedEx (FDX) stake by 78% in Q2 2026, selling an estimated $189K and leaving 150 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #102.

Swisher Financial Concepts first reported a position in FDX in Q4 2023 and has held it in 6 quarters since. The position peaked at $332K in Q2 2024. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

Swisher Financial Concepts held 150 shares of FedEx worth $47K as of Q2 2026.
Swisher Financial Concepts sold 520 FedEx shares in Q2 2026, an estimated $189K.
FedEx made up 0.03% of Swisher Financial Concepts's portfolio in Q2 2026, its #102 holding.
Swisher Financial Concepts first reported a position in FedEx in Q4 2023 and has held it in 6 quarters since.
Swisher Financial Concepts's FedEx position peaked at $332K in Q2 2024.
1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.