Waverly Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.18M | Buy |
11,737
+504
| +4% | +$175K | 0.03% | 449 |
|
|
2025
Q4 | $3.24M | Buy |
11,233
+2,343
| +26% | +$615K | 0.03% | 475 |
|
|
2025
Q3 | $2.1M | Buy |
8,890
+1,568
| +21% | +$362K | 0.02% | 506 |
|
|
2025
Q2 | $1.66M | Buy |
7,322
+593
| +9% | +$130K | 0.02% | 525 |
|
|
2025
Q1 | $1.64M | Buy |
6,729
+1,697
| +34% | +$440K | 0.02% | 517 |
|
|
2024
Q4 | $1.42M | Buy |
5,032
+1,278
| +34% | +$357K | 0.02% | 453 |
|
|
2024
Q3 | $1.03M | Sell |
3,754
-513
| -12% | -$149K | 0.02% | 442 |
|
|
2024
Q2 | $1.28M | Buy |
4,267
+745
| +21% | +$195K | 0.03% | 396 |
|
|
2024
Q1 | $1.02M | Buy |
3,522
+1,954
| +125% | +$489K | 0.02% | 361 |
|
|
2023
Q4 | $397K | Buy |
1,568
+342
| +28% | +$86.9K | 0.01% | 324 |
|
|
2023
Q3 | $325K | Buy |
1,226
+3
| +0.2% | +$780 | 0.01% | 314 |
|
|
2023
Q2 | $303K | Hold |
1,223
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $279K | Sell |
1,223
-142
| -10% | -$28.8K | 0.01% | 246 |
|
|
2022
Q4 | $236K | Buy |
1,365
+14
| +1% | +$2.33K | 0.01% | 243 |
|
|
2022
Q3 | $201K | Buy |
1,351
+183
| +16% | +$38.6K | 0.01% | 233 |
|
|
2022
Q2 | $265K | Buy |
1,168
+61
| +6% | +$13K | 0.02% | 177 |
|
|
2022
Q1 | $257K | Sell |
1,107
-319
| -22% | -$75K | 0.02% | 172 |
|
|
2021
Q4 | $331K | Buy |
1,426
+72
| +5% | +$17.3K | 0.03% | 151 |
|
|
2021
Q3 | $340K | Buy |
1,354
+31
| +2% | +$8.41K | 0.03% | 157 |
|
|
2021
Q2 | $367K | Buy |
1,323
+36
| +3% | +$10.7K | 0.03% | 138 |
|
|
2021
Q1 | $398K | Buy |
1,287
+113
| +10% | +$29.1K | 0.04% | 117 |
|
|
2020
Q4 | $299K | Buy |
1,174
+91
| +8% | +$25.2K | 0.03% | 121 |
|
|
2020
Q3 | $281K | Hold |
1,083
| – | – | 0.04% | 118 |
|
|
2020
Q2 | $221K | Buy |
+1,083
| New | +$136K | 0.03% | 129 |
|
|
2018
Q4 | – | Sell |
-1,583
| Closed | -$381K | – | 149 |
|
|
2018
Q3 | $381K | Hold |
1,583
| – | – | 0.06% | 139 |
|
|
2018
Q2 | $359K | Buy |
1,583
+100
| +7% | +$24.8K | 0.06% | 137 |
|
|
2018
Q1 | $356K | Buy |
1,483
+456
| +44% | +$115K | 0.06% | 136 |
|
|
2017
Q4 | $256K | Buy |
1,027
+136
| +15% | +$31.1K | 0.04% | 206 |
|
|
2017
Q3 | $201K | Buy |
+891
| New | +$190K | 0.04% | 224 |
|
|
2016
Q1 | – | Sell |
-1,900
| Closed | -$283K | – | 107 |
|
|
2015
Q4 | $283K | Buy |
1,900
+1,600
| +533% | +$247K | 0.12% | 94 |
|
|
2015
Q3 | $43K | Hold |
300
| – | – | 0.03% | 154 |
|
|
2015
Q2 | $51K | Buy |
+300
| New | +$52.2K | 0.03% | 137 |
|
|
2014
Q1 | – | Sell |
-1,934
| Closed | -$278K | – | 750 |
|
|
2013
Q4 | $278K | Buy |
1,934
+34
| +2% | +$4.5K | 0.1% | 121 |
|
|
2013
Q3 | $217K | Buy |
+1,900
| New | +$205K | 0.11% | 95 |
|
Other funds holding FDX
VCM
VPM
Waverly Advisors's FDX Position: Q1 2026 in Review
Waverly Advisors increased its FedEx (FDX) stake by 4.5% in Q1 2026, buying an estimated $175K and bringing the position to 11,737 shares worth $4.18M. The position accounts for 0.03% of the portfolio, ranked #449.
Waverly Advisors first reported a position in FDX in Q3 2013 and has held it in 34 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.
- Waverly Advisors held 11,737 shares of FedEx worth $4.18M as of Q1 2026.
- Waverly Advisors bought 504 FedEx shares in Q1 2026, an estimated $175K.
- FedEx made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #449 holding.
- Waverly Advisors first reported a position in FedEx in Q3 2013 and has held it in 34 quarters since.
- 2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.