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Westwood Wealth Management’s FedEx FDX Stock Holding History

Westwood Wealth 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
Q1 		$276K Buy
+775
New +$269K 0.11% 38
2025
Q4 		– Sell
-1,150
Closed -$271K – 111
2025
Q3 		$271K Sell
1,150
-450
-28% -$104K 0.1% 40
2025
Q2 		$364K Hold
1,600
– – 0.12% 39
2025
Q1 		$390K Sell
1,600
-30
-2% -$7.78K 0.17% 37
2024
Q4 		$459K Sell
1,630
-100
-6% -$27.9K 0.17% 34
2024
Q3 		$473K Sell
1,730
-700
-29% -$203K 0.19% 31
2024
Q2 		$729K Sell
2,430
-5
-0.2% -$1.31K 0.27% 28
2024
Q1 		$706K Sell
2,435
-100
-4% -$25K 0.35% 25
2023
Q4 		$641K Sell
2,535
-105
-4% -$26.7K 0.49% 22
2023
Q3 		$699K Hold
2,640
– – 0.46% 26
2023
Q2 		$654K Buy
2,640
+55
+2% +$12.6K 0.46% 28
2023
Q1 		$591K Sell
2,585
-525
-17% -$107K 0.53% 29
2022
Q4 		$539K Buy
3,110
+890
+40% +$148K 0.65% 27
2022
Q3 		$330K Sell
2,220
-200
-8% -$42.2K 0.3% 36
2022
Q2 		$549K Sell
2,420
-2,815
-54% -$601K 0.63% 23
2022
Q1 		$1.21K Sell
5,235
-3,760
-42% -$884K 0.47% 27
2021
Q4 		$2.33M Buy
+8,995
New +$2.16M 0.99% 21

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westwood Wealth Management's FDX Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in FedEx (FDX) in Q1 2026: 775 shares worth $276K. The stake represents 0.11% of the portfolio and ranks #38 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in FDX as recently as Q3 2025.

Westwood Wealth Management first reported a position in FDX in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.33M in Q4 2021. 2,031 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Westwood Wealth Management held 775 shares of FedEx worth $276K as of Q1 2026.
  • FedEx was a new Westwood Wealth Management position in Q1 2026.
  • FedEx made up 0.11% of Westwood Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Westwood Wealth Management first reported a position in FedEx in Q4 2021 and has held it in 17 quarters since.
  • Westwood Wealth Management's FedEx position peaked at $2.33M in Q4 2021.
  • 2,031 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.