WKWM
FDX icon

Walter & Keenan Wealth Management’s FedEx FDX Stock Holding History

Walter & Keenan Wealth 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
2025
Q3 		– Sell
-2,027
Closed -$461K – 157
2025
Q2 		$461K Sell
2,027
-583
-22% -$128K 0.13% 111
2025
Q1 		$636K Buy
2,610
+21
+0.8% +$5.44K 0.19% 95
2024
Q4 		$728K Buy
2,589
+5
+0.2% +$1.4K 0.22% 91
2024
Q3 		$707K Buy
2,584
+2
+0.1% +$581 0.21% 92
2024
Q2 		$774K Hold
2,582
– – 0.25% 83
2024
Q1 		$748K Sell
2,582
-500
-16% -$125K 0.25% 82
2023
Q4 		$780K Hold
3,082
– – 0.28% 79
2023
Q3 		$816K Hold
3,082
– – 0.32% 74
2023
Q2 		$764K Sell
3,082
-250
-8% -$57.2K 0.28% 79
2023
Q1 		$761K Sell
3,332
-300
-8% -$60.9K 0.29% 81
2022
Q4 		$629K Buy
3,632
+16
+0.4% +$2.66K 0.25% 80
2022
Q3 		$537K Sell
3,616
-684
-16% -$144K 0.23% 87
2022
Q2 		$975K Hold
4,300
– – 0.39% 63
2022
Q1 		$995K Buy
4,300
+5
+0.1% +$1.18K 0.34% 70
2021
Q4 		$1.11M Sell
4,295
-100
-2% -$24K 0.36% 66
2021
Q3 		$964K Buy
4,395
+10
+0.2% +$2.71K 0.33% 74
2021
Q2 		$1.31M Hold
4,385
– – 0.45% 64
2021
Q1 		$1.25M Sell
4,385
-700
-14% -$180K 0.44% 63
2020
Q4 		$1.32M Hold
5,085
– – 0.48% 61
2020
Q3 		$1.28M Hold
5,085
– – 0.51% 56
2020
Q2 		$713K Buy
+5,085
New +$640K 0.29% 73
2020
Q1 		– Sell
-5,085
Closed -$769K – 146
2019
Q4 		$769K Sell
5,085
-2,900
-36% -$447K 0.3% 76
2019
Q3 		$1.16M Buy
7,985
+4,550
+132% +$734K 0.44% 60
2019
Q2 		$564K Hold
3,435
– – 0.25% 82
2019
Q1 		$623K Buy
3,435
+1,210
+54% +$214K 0.27% 77
2018
Q4 		$359K Sell
2,225
-100
-4% -$21.2K 0.16% 102
2018
Q3 		$560K Buy
+2,325
New +$563K 0.17% 90

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walter & Keenan Wealth Management's FDX Position: Q3 2025 in Review

Walter & Keenan Wealth Management sold out of FedEx (FDX) in Q3 2025, closing a stake of 2,027 shares — an estimated $461K sold.

Walter & Keenan Wealth Management first reported a position in FDX in Q3 2018 and held it in 27 quarters. The position peaked at $1.32M in Q4 2020. 1,680 funds tracked by Wall St. Rank hold FDX as of Q3 2025.

  • Walter & Keenan Wealth Management reported no remaining FedEx position as of Q3 2025 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 2,027 FedEx shares in Q3 2025, an estimated $461K.
  • Walter & Keenan Wealth Management first reported a position in FedEx in Q3 2018 and held it in 27 quarters.
  • Walter & Keenan Wealth Management's FedEx position peaked at $1.32M in Q4 2020.
  • 1,680 funds tracked by Wall St. Rank held FedEx as of Q3 2025.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.