Tompkins Financial’s FedEx FDX Stock Holding History

Tompkins Financial’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	$288K	Hold	919	–	–	0.02%	166
2026 Q1	$327K	Hold	919	–	–	0.03%	152
2025 Q4	$265K	Sell	919 -3	-0.3%	-$788	0.02%	168
2025 Q3	$217K	Hold	922	–	–	0.02%	184
2025 Q2	$210K	Hold	922	–	–	0.02%	184
2025 Q1	$225K	Hold	922	–	–	0.02%	181
2024 Q4	$259K	Hold	922	–	–	0.02%	159
2024 Q3	$252K	Sell	922 -500	-35%	-$145K	0.02%	165
2024 Q2	$426K	Hold	1,422	–	–	0.04%	140
2024 Q1	$412K	Hold	1,422	–	–	0.05%	147
2023 Q4	$360K	Hold	1,422	–	–	0.04%	151
2023 Q3	$377K	Sell	1,422 -15	-1%	-$3.9K	0.06%	134
2023 Q2	$356K	Hold	1,437	–	–	0.06%	134
2023 Q1	$328K	Sell	1,437 -50	-3%	-$10.2K	0.05%	140
2022 Q4	$257K	Buy	1,487 +13	+0.9%	+$2.16K	0.04%	152
2022 Q3	$219K	Hold	1,474	–	–	0.04%	161
2022 Q2	$334K	Hold	1,474	–	–	0.05%	139
2022 Q1	$341K	Buy	1,474 +1,055	+252%	+$248K	0.05%	147
2021 Q4	$108K	Hold	419	–	–	0.02%	181
2021 Q3	$92K	Buy	+419	New	+$114K	0.02%	181
2021 Q1	$119K	Hold	420	–	–	0.02%	169
2020 Q4	$109K	Sell	420 -63	-13%	-$17.4K	0.02%	164
2020 Q3	$121K	Buy	483 +1	+0.2%	+$200	0.02%	172
2020 Q2	$68K	Hold	482	–	–	0.01%	207
2020 Q1	$58K	Sell	482 -45	-9%	-$6.33K	0.01%	218
2019 Q4	$80K	Sell	527 -92	-15%	-$14.2K	0.01%	220
2019 Q3	$90K	Hold	619	–	–	0.02%	185
2019 Q2	$102K	Hold	619	–	–	0.02%	185
2019 Q1	$112K	Hold	619	–	–	0.02%	181
2018 Q4	$100K	Hold	619	–	–	0.02%	188
2018 Q3	$149K	Sell	619 -33	-5%	-$7.99K	0.03%	182
2018 Q2	$148K	Buy	652 +33	+5%	+$8.18K	0.03%	189
2018 Q1	$149K	Hold	619	–	–	0.03%	185
2017 Q4	$154K	Hold	619	–	–	0.04%	167
2017 Q3	$140K	Hold	619	–	–	0.03%	172
2017 Q2	$135K	Hold	619	–	–	0.03%	173
2017 Q1	$121K	Sell	619 -2,635	-81%	-$503K	0.03%	170
2016 Q4	$606K	Buy	3,254 +365	+13%	+$67K	0.16%	90
2016 Q3	$505K	Sell	2,889 -155	-5%	-$25.4K	0.14%	93
2016 Q2	$462K	Hold	3,044	–	–	0.14%	105
2016 Q1	$495K	Buy	3,044 +44	+1%	+$6.12K	0.16%	101
2015 Q4	$447K	Buy	3,000 +21	+0.7%	+$3.25K	0.14%	117
2015 Q3	$429K	Hold	2,979	–	–	0.14%	116
2015 Q2	$508K	Hold	2,979	–	–	0.14%	110
2015 Q1	$493K	Buy	2,979 +25	+0.8%	+$4.34K	0.12%	113
2014 Q4	$513K	Hold	2,954	–	–	0.13%	113
2014 Q3	$477K	Sell	2,954 -5	-0.2%	-$759	0.12%	115
2014 Q2	$448K	Hold	2,959	–	–	0.11%	117
2014 Q1	$392K	Buy	2,959 +5	+0.2%	+$679	0.1%	126
2013 Q4	$425K	Hold	2,954	–	–	0.11%	120
2013 Q3	$337K	Buy	2,954 +2,129	+258%	+$230K	0.09%	127
2013 Q2	$81K	Buy	+825	New	+$80.1K	0.02%	188

Other funds holding FDX

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return