Waldron Private Wealth’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $506K | Buy |
1,615
+38
| +2% | +$13.8K | 0.02% | 224 |
|
|
2026
Q1 | $564K | Buy |
1,577
+41
| +3% | +$14.2K | 0.02% | 203 |
|
|
2025
Q4 | $446K | Hold |
1,536
| – | – | 0.02% | 223 |
|
|
2025
Q3 | $365K | Sell |
1,536
-109
| -7% | -$25.1K | 0.01% | 235 |
|
|
2025
Q2 | $376K | Sell |
1,645
-3
| -0.2% | -$657 | 0.02% | 216 |
|
|
2025
Q1 | $404K | Sell |
1,648
-1,460
| -47% | -$378K | 0.02% | 201 |
|
|
2024
Q4 | $879K | Sell |
3,108
-569
| -15% | -$159K | 0.04% | 186 |
|
|
2024
Q3 | $1.01M | Sell |
3,677
-116
| -3% | -$33.7K | 0.04% | 160 |
|
|
2024
Q2 | $1.14M | Buy |
3,793
+103
| +3% | +$26.9K | 0.05% | 145 |
|
|
2024
Q1 | $1.07M | Sell |
3,690
-89
| -2% | -$22.3K | 0.05% | 155 |
|
|
2023
Q4 | $961K | Buy |
3,779
+962
| +34% | +$244K | 0.05% | 158 |
|
|
2023
Q3 | $750K | Buy |
2,817
+12
| +0.4% | +$3.12K | 0.04% | 180 |
|
|
2023
Q2 | $699K | Sell |
2,805
-72
| -3% | -$16.5K | 0.03% | 191 |
|
|
2023
Q1 | $661K | Sell |
2,877
-3,792
| -57% | -$770K | 0.03% | 217 |
|
|
2022
Q4 | $997K | Hold |
6,669
| – | – | 0.06% | 156 |
|
|
2022
Q3 | $997K | Buy |
6,669
+409
| +7% | +$86.3K | 0.06% | 156 |
|
|
2022
Q2 | $1.43M | Buy |
6,260
+11
| +0.2% | +$2.35K | 0.08% | 135 |
|
|
2022
Q1 | $1.45M | Sell |
6,249
-43
| -0.7% | -$10.1K | 0.07% | 137 |
|
|
2021
Q4 | $1.63M | Buy |
6,292
+4,094
| +186% | +$983K | 0.08% | 130 |
|
|
2021
Q3 | $483K | Buy |
2,198
+459
| +26% | +$125K | 0.03% | 231 |
|
|
2021
Q2 | $520K | Buy |
1,739
+588
| +51% | +$174K | 0.03% | 198 |
|
|
2021
Q1 | $327K | Buy |
1,151
+1
| +0.1% | +$258 | 0.02% | 234 |
|
|
2020
Q4 | $298K | Buy |
1,150
+57
| +5% | +$15.8K | 0.02% | 228 |
|
|
2020
Q3 | $275K | Buy |
+1,093
| New | +$219K | 0.02% | 219 |
|
|
2020
Q2 | – | Sell |
-7,704
| Closed | -$935K | – | 268 |
|
|
2020
Q1 | $935K | Buy |
+7,704
| New | +$1.08M | 0.1% | 109 |
|
|
2019
Q4 | – | Sell |
-2,277
| Closed | -$332K | – | 281 |
|
|
2019
Q3 | $332K | Sell |
2,277
-46
| -2% | -$7.42K | 0.03% | 182 |
|
|
2019
Q2 | $382K | Sell |
2,323
-229
| -9% | -$40.1K | 0.04% | 155 |
|
|
2019
Q1 | $464K | Buy |
+2,552
| New | +$451K | 0.05% | 148 |
|
|
2018
Q4 | – | Sell |
-964
| Closed | -$232K | – | 220 |
|
|
2018
Q3 | $232K | Buy |
964
+3
| +0.3% | +$726 | 0.05% | 166 |
|
|
2018
Q2 | $218K | Hold |
961
| – | – | 0.05% | 158 |
|
|
2018
Q1 | $230K | Buy |
+961
| New | +$243K | 0.05% | 150 |
|
Other funds holding FDX
Waldron Private Wealth's FDX Position: Q2 2026 in Review
Waldron Private Wealth increased its FedEx (FDX) stake by 2.4% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,615 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #224.
Waldron Private Wealth first reported a position in FDX in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.63M in Q4 2021. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.
- Waldron Private Wealth held 1,615 shares of FedEx worth $506K as of Q2 2026.
- Waldron Private Wealth bought 38 FedEx shares in Q2 2026, an estimated $13.8K.
- FedEx made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #224 holding.
- Waldron Private Wealth first reported a position in FedEx in Q1 2018 and has held it in 31 quarters since.
- Waldron Private Wealth's FedEx position peaked at $1.63M in Q4 2021.
- 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.