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The Family Firm’s FedEx FDX Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-1,084
Closed -$264K – 120
2025
Q1 		$264K Buy
1,084
+1
+0.1% +$259 0.06% 180
2024
Q4 		$305K Buy
1,083
+1
+0.1% +$279 0.07% 164
2024
Q3 		$296K Buy
1,082
+1
+0.1% +$290 0.06% 169
2024
Q2 		$324K Buy
1,081
+1
+0.1% +$262 0.07% 149
2024
Q1 		$313K Buy
1,080
+1
+0.1% +$250 0.08% 153
2023
Q4 		$273K Buy
1,079
+1
+0.1% +$254 0.07% 154
2023
Q3 		$286K Buy
1,078
+1
+0.1% +$260 0.08% 139
2023
Q2 		$267K Buy
1,077
+1
+0.1% +$229 0.07% 155
2023
Q1 		$246K Buy
+1,076
New +$218K 0.07% 157
2022
Q3 		– Sell
-1,013
Closed -$230K – 171
2022
Q2 		$230K Buy
1,013
+28
+3% +$5.97K 0.07% 169
2022
Q1 		$228K Hold
985
– – 0.06% 168
2021
Q4 		$255K Hold
985
– – 0.07% 159
2021
Q3 		$228K Buy
985
+1
+0.1% +$271 0.06% 168
2021
Q2 		$294K Hold
984
– – 0.08% 137
2021
Q1 		$279K Hold
984
– – 0.08% 137
2020
Q4 		$248K Sell
984
-25
-2% -$6.92K 0.07% 143
2020
Q3 		$254K Buy
+1,009
New +$202K 0.09% 123

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

The Family Firm's FDX Position: Q2 2025 in Review

The Family Firm sold out of FedEx (FDX) in Q2 2025, closing a stake of 1,084 shares — an estimated $264K sold.

The Family Firm first reported a position in FDX in Q3 2020 and held it in 17 quarters. The position peaked at $324K in Q2 2024. 1,700 funds tracked by Wall St. Rank hold FDX as of Q2 2025.

  • The Family Firm reported no remaining FedEx position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,084 FedEx shares in Q2 2025, an estimated $264K.
  • The Family Firm first reported a position in FedEx in Q3 2020 and held it in 17 quarters.
  • The Family Firm's FedEx position peaked at $324K in Q2 2024.
  • 1,700 funds tracked by Wall St. Rank held FedEx as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.