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Williams Jones Wealth Management’s FedEx FDX Stock Holding History

Williams Jones 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 		$370K Sell
1,182
-149
-11% -$54.1K ﹤0.01% 415
2026
Q1 		$474K Buy
1,331
+15
+1% +$5.21K 0.01% 359
2025
Q4 		$380K Buy
1,316
+174
+15% +$45.7K ﹤0.01% 384
2025
Q3 		$269K Sell
1,142
-89
-7% -$20.5K ﹤0.01% 429
2025
Q2 		$280K Buy
1,231
+80
+7% +$17.5K ﹤0.01% 429
2025
Q1 		$281K Sell
1,151
-1,000
-46% -$259K ﹤0.01% 411
2024
Q4 		$605K Sell
2,151
-120
-5% -$33.5K 0.01% 316
2024
Q3 		$622K Sell
2,271
-155
-6% -$45K 0.01% 313
2024
Q2 		$727K Sell
2,426
-309
-11% -$80.8K 0.01% 291
2024
Q1 		$792K Sell
2,735
-244
-8% -$61K 0.01% 284
2023
Q4 		$754K Sell
2,979
-245
-8% -$62.2K 0.01% 284
2023
Q3 		$854K Sell
3,224
-152
-5% -$39.5K 0.01% 264
2023
Q2 		$837K Sell
3,376
-845
-20% -$193K 0.01% 274
2023
Q1 		$964K Sell
4,221
-166
-4% -$33.7K 0.02% 284
2022
Q4 		$760K Sell
4,387
-1,412
-24% -$235K 0.01% 305
2022
Q3 		$861K Sell
5,799
-256
-4% -$54K 0.02% 290
2022
Q2 		$1.37M Sell
6,055
-2,507
-29% -$535K 0.02% 243
2022
Q1 		$1.98M Sell
8,562
-4,976
-37% -$1.17M 0.03% 201
2021
Q4 		$3.5M Sell
13,538
-5,749
-30% -$1.38M 0.04% 160
2021
Q3 		$4.23M Sell
19,287
-2,617
-12% -$710K 0.06% 149
2021
Q2 		$6.54M Buy
21,904
+1,352
+7% +$401K 0.09% 127
2021
Q1 		$5.84M Buy
20,552
+1,231
+6% +$317K 0.09% 129
2020
Q4 		$5.02M Sell
19,321
-853
-4% -$236K 0.08% 129
2020
Q3 		$5.07M Buy
20,174
+16,496
+449% +$3.3M 0.09% 116
2020
Q2 		$516K Sell
3,678
-3,930
-52% -$494K 0.01% 255
2020
Q1 		$923K Sell
7,608
-42,457
-85% -$5.98M 0.02% 176
2019
Q4 		$7.57M Sell
50,065
-15,627
-24% -$2.41M 0.14% 94
2019
Q3 		$9.56M Buy
+65,692
New +$10.6M 0.2% 85

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 $3.37T AUM 44.26% 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

Williams Jones Wealth Management's FDX Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its FedEx (FDX) stake by 11% in Q2 2026, selling an estimated $54.1K and leaving 1,182 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Williams Jones Wealth Management first reported a position in FDX in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.56M in Q3 2019. 1,963 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Williams Jones Wealth Management held 1,182 shares of FedEx worth $370K as of Q2 2026.
  • Williams Jones Wealth Management sold 149 FedEx shares in Q2 2026, an estimated $54.1K.
  • FedEx made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Williams Jones Wealth Management first reported a position in FedEx in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's FedEx position peaked at $9.56M in Q3 2019.
  • 1,963 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.