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WealthPlan Investment Management’s FedEx FDX Stock Holding History

WealthPlan Investment 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
2026
Q2 		$426K Buy
1,360
+19
+1% +$6.9K 0.02% 345
2026
Q1 		$478K Sell
1,341
-74
-5% -$25.7K 0.03% 306
2025
Q4 		$409K Sell
1,415
-39
-3% -$10.2K 0.03% 280
2025
Q3 		$343K Buy
1,454
+15
+1% +$3.46K 0.02% 263
2025
Q2 		$327K Buy
1,439
+44
+3% +$9.63K 0.02% 280
2025
Q1 		$340K Sell
1,395
-285
-17% -$73.9K 0.03% 209
2024
Q4 		$473K Buy
1,680
+42
+3% +$11.7K 0.05% 176
2024
Q3 		$448K Sell
1,638
-129
-7% -$37.5K 0.05% 166
2024
Q2 		$530K Sell
1,767
-1,150
-39% -$301K 0.08% 117
2024
Q1 		$845K Buy
2,917
+82
+3% +$20.5K 0.13% 102
2023
Q4 		$717K Sell
2,835
-97
-3% -$24.6K 0.11% 110
2023
Q3 		$777K Buy
2,932
+1,182
+68% +$307K 0.14% 101
2023
Q2 		$434K Sell
1,750
-831
-32% -$190K 0.13% 99
2023
Q1 		$590K Sell
2,581
-503
-16% -$102K 0.1% 110
2022
Q4 		$653K Buy
3,084
+777
+34% +$129K 0.05% 220
2022
Q3 		$398K Buy
+2,307
New +$487K 0.03% 267
2022
Q1 		$573K Buy
+2,878
New +$676K 0.04% 234

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPlan Investment Management's FDX Position: Q2 2026 in Review

WealthPlan Investment Management increased its FedEx (FDX) stake by 1.4% in Q2 2026, buying an estimated $6.9K and bringing the position to 1,360 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #345.

WealthPlan Investment Management first reported a position in FDX in Q1 2022 and has held it in 17 quarters since. The position peaked at $845K in Q1 2024. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • WealthPlan Investment Management held 1,360 shares of FedEx worth $426K as of Q2 2026.
  • WealthPlan Investment Management bought 19 FedEx shares in Q2 2026, an estimated $6.9K.
  • FedEx made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #345 holding.
  • WealthPlan Investment Management first reported a position in FedEx in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's FedEx position peaked at $845K in Q1 2024.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.