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Valmark Advisers’s FedEx FDX Stock Holding History

Valmark Advisers’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 		$679K Buy
2,168
+6
+0.3% +$2.18K 0.01% 439
2026
Q1 		$770K Sell
2,162
-9
-0.4% -$3.12K 0.01% 396
2025
Q4 		$627K Hold
2,171
– – 0.01% 407
2025
Q3 		$512K Sell
2,171
-24
-1% -$5.53K 0.01% 431
2025
Q2 		$499K Sell
2,195
-3
-0.1% -$657 0.01% 445
2025
Q1 		$536K Sell
2,198
-38
-2% -$9.85K 0.01% 413
2024
Q4 		$629K Buy
2,236
+48
+2% +$13.4K 0.01% 382
2024
Q3 		$599K Sell
2,188
-30
-1% -$8.71K 0.01% 387
2024
Q2 		$665K Buy
2,218
+170
+8% +$44.5K 0.01% 351
2024
Q1 		$593K Buy
2,048
+309
+18% +$77.3K 0.01% 349
2023
Q4 		$440K Buy
1,739
+33
+2% +$8.38K 0.01% 367
2023
Q3 		$452K Sell
1,706
-100
-6% -$26K 0.01% 343
2023
Q2 		$448K Hold
1,806
– – 0.01% 349
2023
Q1 		$413K Buy
1,806
+10
+0.6% +$2.03K 0.01% 346
2022
Q4 		$311K Sell
1,796
-195
-10% -$32.4K 0.01% 363
2022
Q3 		$296K Hold
1,991
– – 0.01% 349
2022
Q2 		$451K Sell
1,991
-38
-2% -$8.11K 0.01% 304
2022
Q1 		$469K Buy
2,029
+30
+2% +$7.05K 0.01% 308
2021
Q4 		$517K Buy
+1,999
New +$480K 0.01% 278

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

Valmark Advisers's FDX Position: Q2 2026 in Review

Valmark Advisers increased its FedEx (FDX) stake by 0.28% in Q2 2026, buying an estimated $2.18K and bringing the position to 2,168 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #439.

Valmark Advisers first reported a position in FDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $770K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Valmark Advisers held 2,168 shares of FedEx worth $679K as of Q2 2026.
  • Valmark Advisers bought 6 FedEx shares in Q2 2026, an estimated $2.18K.
  • FedEx made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #439 holding.
  • Valmark Advisers first reported a position in FedEx in Q4 2021 and has held it in 19 quarters since.
  • Valmark Advisers's FedEx position peaked at $770K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.