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Waterloo Capital’s FedEx FDX Stock Holding History

Waterloo Capital’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
Q1 		$454K Sell
1,275
-987
-44% -$343K 0.03% 325
2025
Q4 		$653K Buy
2,262
+1,317
+139% +$346K 0.05% 257
2025
Q3 		$223K Sell
945
-172
-15% -$39.7K 0.02% 420
2025
Q2 		$254K Buy
+1,117
New +$245K 0.02% 389

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waterloo Capital's FDX Position: Q1 2026 in Review

Waterloo Capital reduced its FedEx (FDX) stake by 44% in Q1 2026, selling an estimated $343K and leaving 1,275 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #325.

Waterloo Capital first reported a position in FDX in Q2 2025 and has held it in 4 quarters since. The position peaked at $653K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Waterloo Capital held 1,275 shares of FedEx worth $454K as of Q1 2026.
  • Waterloo Capital sold 987 FedEx shares in Q1 2026, an estimated $343K.
  • FedEx made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #325 holding.
  • Waterloo Capital first reported a position in FedEx in Q2 2025 and has held it in 4 quarters since.
  • Waterloo Capital's FedEx position peaked at $653K in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.