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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
Q2 		$243K Hold
775
– – 0.07% 41
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 		$1.21M 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 $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 $3.38T AUM 44.17% 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

Westwood Wealth Management's FDX Position: Q2 2026 in Review

Westwood Wealth Management held its FedEx (FDX) position steady in Q2 2026 at 775 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #41.

Westwood Wealth Management first reported a position in FDX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.33M in Q4 2021. 1,966 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Westwood Wealth Management held 775 shares of FedEx worth $243K as of Q2 2026.
  • Westwood Wealth Management left its FedEx share count unchanged in Q2 2026.
  • FedEx made up 0.07% of Westwood Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Westwood Wealth Management first reported a position in FedEx in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's FedEx position peaked at $2.33M in Q4 2021.
  • 1,966 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.