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Synergy Investment Management’s FedEx FDX Stock Holding History

Synergy Investment Management’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 		$400K Buy
1,279
+12
+0.9% +$4.36K 0.1% 113
2026
Q1 		$451K Buy
1,267
+2
+0.2% +$694 0.15% 85
2025
Q4 		$365K Hold
1,265
– – 0.13% 96
2025
Q3 		$298K Hold
1,265
– – 0.11% 106
2025
Q2 		$288K Hold
1,265
– – 0.17% 69
2025
Q1 		$308K Hold
1,265
– – 0.13% 94
2024
Q4 		$356K Buy
+1,265
New +$353K 0.15% 85

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

Synergy Investment Management's FDX Position: Q2 2026 in Review

Synergy Investment Management increased its FedEx (FDX) stake by 0.95% in Q2 2026, buying an estimated $4.36K and bringing the position to 1,279 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #113.

Synergy Investment Management first reported a position in FDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $451K in Q1 2026. 1,954 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Synergy Investment Management held 1,279 shares of FedEx worth $400K as of Q2 2026.
  • Synergy Investment Management bought 12 FedEx shares in Q2 2026, an estimated $4.36K.
  • FedEx made up 0.1% of Synergy Investment Management's portfolio in Q2 2026, its #113 holding.
  • Synergy Investment Management first reported a position in FedEx in Q4 2024 and has held it in 7 quarters since.
  • Synergy Investment Management's FedEx position peaked at $451K in Q1 2026.
  • 1,954 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.