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WealthBridge Investment Counsel’s FedEx FDX Stock Holding History

WealthBridge Investment Counsel’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
Q2 		$9.34M Buy
29,840
+85
+0.3% +$30.9K 2.49% 17
2026
Q1 		$10.6M Hold
29,755
– – 3.24% 11
2025
Q4 		$8.6M Buy
29,755
+85
+0.3% +$22.3K 2.58% 18
2025
Q3 		$7M Sell
29,670
-1,100
-4% -$254K 2.16% 24
2025
Q2 		$6.99M Sell
30,770
-1,200
-4% -$263K 2.27% 20
2025
Q1 		$7.79M Sell
31,970
-45
-0.1% -$11.7K 2.84% 16
2024
Q4 		$9.01M Hold
32,015
– – 3.31% 11
2024
Q3 		$8.76M Sell
32,015
-560
-2% -$163K 3.11% 12
2024
Q2 		$9.77M Buy
32,575
+300
+0.9% +$78.5K 3.74% 10
2024
Q1 		$9.35M Sell
32,275
-190
-0.6% -$47.5K 3.47% 10
2023
Q4 		$8.21M Buy
32,465
+100
+0.3% +$25.4K 3.29% 10
2023
Q3 		$8.57M Buy
32,365
+150
+0.5% +$39K 3.74% 8
2023
Q2 		$7.99M Buy
32,215
+660
+2% +$151K 3.36% 11
2023
Q1 		$7.21M Sell
31,555
-13
-0% -$2.64K 3.19% 12
2022
Q4 		$5.47M Buy
31,568
+1,713
+6% +$285K 2.39% 21
2022
Q3 		$4.43M Buy
29,855
+545
+2% +$115K 2.33% 23
2022
Q2 		$6.64M Sell
29,310
-110
-0.4% -$23.5K 3.37% 11
2022
Q1 		$6.81M Buy
29,420
+1,485
+5% +$349K 3% 14
2021
Q4 		$7.22M Buy
27,935
+810
+3% +$194K 3.06% 13
2021
Q3 		$5.95M Buy
27,125
+1,245
+5% +$338K 2.67% 19
2021
Q2 		$7.72M Buy
25,880
+1,535
+6% +$456K 3.42% 9
2021
Q1 		$6.92M Hold
24,345
– – 3.38% 10
2020
Q4 		$6.32M Buy
24,345
+325
+1% +$90K 3.31% 11
2020
Q3 		$6.04M Buy
24,020
+125
+0.5% +$25K 3.68% 9
2020
Q2 		$3.35M Buy
23,895
+7,225
+43% +$909K 2.22% 22
2020
Q1 		$2.02M Buy
16,670
+485
+3% +$68.3K 1.72% 24
2019
Q4 		$2.45M Buy
+16,185
New +$2.49M 1.39% 28

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WealthBridge Investment Counsel's FDX Position: Q2 2026 in Review

WealthBridge Investment Counsel increased its FedEx (FDX) stake by 0.29% in Q2 2026, buying an estimated $30.9K and bringing the position to 29,840 shares worth $9.34M. The position accounts for 2.49% of the portfolio, ranked #17.

WealthBridge Investment Counsel first reported a position in FDX in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.6M in Q1 2026. 904 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • WealthBridge Investment Counsel held 29,840 shares of FedEx worth $9.34M as of Q2 2026.
  • WealthBridge Investment Counsel bought 85 FedEx shares in Q2 2026, an estimated $30.9K.
  • FedEx made up 2.49% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #17 holding.
  • WealthBridge Investment Counsel first reported a position in FedEx in Q4 2019 and has held it in 27 quarters since.
  • WealthBridge Investment Counsel's FedEx position peaked at $10.6M in Q1 2026.
  • 904 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.