WBI Investments’s FedEx FDX Stock Holding History

WBI Investments’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	$1.19M	Buy	+3,333	New	+$1.16M	0.33%	81
2025 Q3	–	Sell	-9,405	Closed	-$2.14M	–	323
2025 Q2	$2.14M	Buy	+9,405	New	+$2.06M	0.55%	40
2023 Q4	–	Sell	-7,737	Closed	-$2.05M	–	216
2023 Q3	$2.05M	Buy	+7,737	New	+$2.01M	0.41%	74
2018 Q4	–	Sell	-5,740	Closed	-$1.38M	–	144
2018 Q3	$1.38M	Buy	+5,740	New	+$1.39M	0.08%	189
2016 Q4	–	Sell	-3,059	Closed	-$534K	–	314
2016 Q3	$534K	Buy	+3,059	New	+$501K	0.02%	238
2016 Q2	–	Sell	-17,830	Closed	-$2.9M	–	174
2016 Q1	$2.9M	Buy	+17,830	New	+$2.48M	0.11%	74
2015 Q3	–	Sell	-57,771	Closed	-$9.84M	–	189
2015 Q2	$9.84M	Buy	+57,771	New	+$10.1M	0.25%	85

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WBI Investments's FDX Position: Q1 2026 in Review

WBI Investments opened a new position in FedEx (FDX) in Q1 2026: 3,333 shares worth $1.19M. The stake represents 0.33% of the portfolio and ranks #81 among its holdings. This is a return to the name: WBI Investments previously reported a position in FDX as recently as Q2 2025.

WBI Investments first reported a position in FDX in Q2 2015 and has held it in 7 quarters since. The position peaked at $9.84M in Q2 2015. 2,028 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

WBI Investments held 3,333 shares of FedEx worth $1.19M as of Q1 2026.
FedEx was a new WBI Investments position in Q1 2026.
FedEx made up 0.33% of WBI Investments's portfolio in Q1 2026, its #81 holding.
WBI Investments first reported a position in FedEx in Q2 2015 and has held it in 7 quarters since.
WBI Investments's FedEx position peaked at $9.84M in Q2 2015.
2,028 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.