WFA
FDX icon

West Financial Advisors’s FedEx FDX Stock Holding History

West Financial Advisors’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
Q3 		– Sell
-25
Closed -$5.68K – 204
2025
Q2 		$5.68K Hold
25
– – ﹤0.01% 163
2025
Q1 		$6.09K Hold
25
– – ﹤0.01% 160
2024
Q4 		$7.03K Hold
25
– – ﹤0.01% 160
2024
Q3 		$6.84K Hold
25
– – ﹤0.01% 160
2024
Q2 		$7.5K Hold
25
– – ﹤0.01% 130
2024
Q1 		$7.24K Hold
25
– – ﹤0.01% 128
2023
Q4 		$6.33K Hold
25
– – ﹤0.01% 135
2023
Q3 		$6.62K Hold
25
– – ﹤0.01% 145
2023
Q2 		$6.2K Buy
+25
New +$5.72K ﹤0.01% 138

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Financial Advisors's FDX Position: Q3 2025 in Review

West Financial Advisors sold out of FedEx (FDX) in Q3 2025, closing a stake of 25 shares — an estimated $5.68K sold.

West Financial Advisors first reported a position in FDX in Q2 2023 and held it in 9 quarters. The position peaked at $7.5K in Q2 2024. 1,680 funds tracked by Wall St. Rank hold FDX as of Q3 2025.

  • West Financial Advisors reported no remaining FedEx position as of Q3 2025 after selling out during the quarter.
  • West Financial Advisors sold 25 FedEx shares in Q3 2025, an estimated $5.68K.
  • West Financial Advisors first reported a position in FedEx in Q2 2023 and held it in 9 quarters.
  • West Financial Advisors's FedEx position peaked at $7.5K in Q2 2024.
  • 1,680 funds tracked by Wall St. Rank held FedEx as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.