West Branch Capital’s FedEx FDX Stock Holding History

West Branch Capital’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
2025 Q1	–	Sell	-1	Closed	-$324	–	544
2024 Q4	$324	Sell	1 -22	-96%	-$6.14K	﹤0.01%	454
2024 Q3	$6.34K	Buy	23 +1	+5%	+$290	﹤0.01%	317
2024 Q2	$6.6K	Hold	22	–	–	﹤0.01%	308
2024 Q1	$6.38K	Hold	22	–	–	﹤0.01%	312
2023 Q4	$5.57K	Sell	22 -18	-45%	-$4.57K	﹤0.01%	321
2023 Q3	$10.6K	Hold	40	–	–	0.01%	275
2023 Q2	$9.92K	Hold	40	–	–	﹤0.01%	284
2023 Q1	$9.14K	Hold	40	–	–	0.01%	296
2022 Q4	$6.93K	Sell	40 -30	-43%	-$4.99K	﹤0.01%	313
2022 Q3	$10K	Buy	70 +30	+75%	+$6.33K	0.01%	283
2022 Q2	$9K	Hold	40	–	–	0.01%	284
2022 Q1	$9K	Hold	40	–	–	﹤0.01%	302
2021 Q4	$10K	Hold	40	–	–	﹤0.01%	324
2021 Q3	$9K	Hold	40	–	–	﹤0.01%	319
2021 Q2	$12K	Buy	+40	New	+$11.9K	0.01%	306

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

West Branch Capital's FDX Position: Q1 2025 in Review

West Branch Capital sold out of FedEx (FDX) in Q1 2025, closing a stake of 1 share — an estimated $324 sold.

West Branch Capital first reported a position in FDX in Q2 2021 and held it in 15 quarters. The position peaked at $12K in Q2 2021. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

West Branch Capital reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 1 FedEx share in Q1 2025, an estimated $324.
West Branch Capital first reported a position in FedEx in Q2 2021 and held it in 15 quarters.
West Branch Capital's FedEx position peaked at $12K in Q2 2021.
1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.