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Weatherly Asset Management’s FedEx FDX Stock Holding History

Weatherly Asset 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 		$3.42M Sell
10,901
-246
-2% -$89.4K 0.24% 63
2026
Q1 		$3.98M Buy
11,147
+310
+3% +$108K 0.32% 56
2025
Q4 		$3.14M Buy
10,837
+161
+2% +$42.3K 0.24% 65
2025
Q3 		$2.53M Sell
10,676
-490
-4% -$113K 0.21% 72
2025
Q2 		$2.55M Buy
11,166
+1,276
+13% +$279K 0.22% 69
2025
Q1 		$2.42M Buy
9,890
+100
+1% +$25.9K 0.22% 69
2024
Q4 		$2.77M Sell
9,790
-1,321
-12% -$369K 0.25% 61
2024
Q3 		$3.06M Buy
11,111
+3,353
+43% +$974K 0.27% 56
2024
Q2 		$2.34M Buy
7,758
+1
+0% +$262 0.21% 67
2024
Q1 		$2.26M Buy
7,757
+65
+0.8% +$16.3K 0.22% 73
2023
Q4 		$1.96M Buy
7,692
+165
+2% +$41.9K 0.21% 74
2023
Q3 		$2M Sell
7,527
-249
-3% -$64.7K 0.24% 69
2023
Q2 		$1.94M Buy
7,776
+300
+4% +$68.7K 0.23% 75
2023
Q1 		$1.72M Sell
7,476
-95
-1% -$19.3K 0.22% 78
2022
Q4 		$1.32M Buy
7,571
+836
+12% +$139K 0.18% 92
2022
Q3 		$1.01M Buy
6,735
+445
+7% +$93.9K 0.14% 102
2022
Q2 		$1.43M Sell
6,290
-189
-3% -$40.3K 0.2% 85
2022
Q1 		$1.5M Buy
6,479
+380
+6% +$89.3K 0.18% 96
2021
Q4 		$1.58M Sell
6,099
-279
-4% -$67K 0.17% 95
2021
Q3 		$1.4M Buy
6,378
+440
+7% +$119K 0.17% 97
2021
Q2 		$1.77M Buy
5,938
+810
+16% +$240K 0.22% 82
2021
Q1 		$1.46M Buy
5,128
+155
+3% +$39.9K 0.2% 86
2020
Q4 		$1.29M Buy
4,973
+205
+4% +$56.8K 0.19% 88
2020
Q3 		$1.2M Buy
4,768
+15
+0.3% +$3K 0.19% 87
2020
Q2 		$666K Sell
4,753
-55
-1% -$6.92K 0.12% 115
2020
Q1 		$583K Sell
4,808
-225
-4% -$31.7K 0.13% 114
2019
Q4 		$761K Sell
5,033
-15
-0.3% -$2.31K 0.15% 111
2019
Q3 		$735K Sell
5,048
-287
-5% -$46.3K 0.16% 111
2019
Q2 		$876K Sell
5,335
-235
-4% -$41.1K 0.17% 100
2019
Q1 		$1.01M Sell
5,570
-258
-4% -$45.6K 0.21% 94
2018
Q4 		$940K Sell
5,828
-285
-5% -$60.3K 0.22% 96
2018
Q3 		$1.47M Buy
6,113
+470
+8% +$114K 0.3% 73
2018
Q2 		$1.28M Buy
5,643
+1,690
+43% +$419K 0.3% 75
2018
Q1 		$949K Sell
3,953
-1,315
-25% -$332K 0.23% 92
2017
Q4 		$1.31M Sell
5,268
-37
-0.7% -$8.46K 0.32% 74
2017
Q3 		$1.2M Buy
5,305
+65
+1% +$13.8K 0.32% 73
2017
Q2 		$1.14M Buy
5,240
+50
+1% +$9.87K 0.32% 75
2017
Q1 		$1.01M Buy
5,190
+30
+0.6% +$5.73K 0.3% 75
2016
Q4 		$961K Hold
5,160
– – 0.31% 73
2016
Q3 		$901K Hold
5,160
– – 0.3% 76
2016
Q2 		$783K Sell
5,160
-27
-0.5% -$4.38K 0.26% 88
2016
Q1 		$844K Buy
5,187
+169
+3% +$23.5K 0.29% 83
2015
Q4 		$747K Sell
5,018
-125
-2% -$19.3K 0.26% 85
2015
Q3 		$740K Hold
5,143
– – 0.3% 78
2015
Q2 		$876K Sell
5,143
-130
-2% -$22.6K 0.33% 70
2015
Q1 		$872K Sell
5,273
-337
-6% -$58.5K 0.35% 72
2014
Q4 		$974K Sell
5,610
-465
-8% -$78.6K 0.41% 70
2014
Q3 		$981K Hold
6,075
– – 0.42% 62
2014
Q2 		$920K Sell
6,075
-250
-4% -$34.9K 0.39% 67
2014
Q1 		$838K Hold
6,325
– – 0.39% 68
2013
Q4 		$909K Hold
6,325
– – 0.43% 61
2013
Q3 		$722K Sell
6,325
-50
-0.8% -$5.4K 0.37% 66
2013
Q2 		$628K Buy
+6,375
New +$619K 0.35% 65

Other funds holding FDX

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Weatherly Asset Management's FDX Position: Q2 2026 in Review

Weatherly Asset Management reduced its FedEx (FDX) stake by 2.2% in Q2 2026, selling an estimated $89.4K and leaving 10,901 shares worth $3.42M. The position accounts for 0.24% of the portfolio, ranked #63.

Weatherly Asset Management first reported a position in FDX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.98M in Q1 2026. 582 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Weatherly Asset Management held 10,901 shares of FedEx worth $3.42M as of Q2 2026.
  • Weatherly Asset Management sold 246 FedEx shares in Q2 2026, an estimated $89.4K.
  • FedEx made up 0.24% of Weatherly Asset Management's portfolio in Q2 2026, its #63 holding.
  • Weatherly Asset Management first reported a position in FedEx in Q2 2013 and has held it in 53 quarters since.
  • Weatherly Asset Management's FedEx position peaked at $3.98M in Q1 2026.
  • 582 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.