WH
FDX icon

Willner & Heller’s FedEx FDX Stock Holding History

Willner & Heller’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 		$335K Sell
1,069
-36
-3% -$13.1K 0.21% 128
2026
Q1 		$394K Buy
1,105
+5
+0.5% +$1.74K 0.29% 103
2025
Q4 		$318K Sell
1,100
-327
-23% -$85.9K 0.23% 128
2025
Q3 		$337K Sell
1,427
-66
-4% -$15.2K 0.26% 112
2025
Q2 		$339K Sell
1,493
-68
-4% -$14.9K 0.29% 107
2025
Q1 		$381K Buy
1,561
+7
+0.5% +$1.81K 0.35% 97
2024
Q4 		$437K Sell
1,554
-202
-12% -$56.4K 0.38% 86
2024
Q3 		$481K Sell
1,756
-244
-12% -$70.9K 0.43% 81
2024
Q2 		$600K Sell
2,000
-93
-4% -$24.3K 0.57% 51
2024
Q1 		$606K Buy
2,093
+84
+4% +$21K 0.6% 53
2023
Q4 		$508K Buy
+2,009
New +$510K 0.57% 58
2022
Q4 		$377K Buy
2,174
+103
+5% +$17.1K 0.53% 71
2022
Q3 		$308K Buy
2,071
+283
+16% +$59.7K 0.5% 74
2022
Q2 		$405K Buy
1,788
+220
+14% +$46.9K 0.63% 55
2022
Q1 		$406K Buy
1,568
+458
+41% +$108K 0.5% 71
2021
Q4 		$243K Buy
+1,110
New +$266K 0.32% 117

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

Willner & Heller's FDX Position: Q2 2026 in Review

Willner & Heller reduced its FedEx (FDX) stake by 3.3% in Q2 2026, selling an estimated $13.1K and leaving 1,069 shares worth $335K. The position accounts for 0.21% of the portfolio, ranked #128.

Willner & Heller first reported a position in FDX in Q4 2021 and has held it in 16 quarters since. The position peaked at $606K in Q1 2024. 1,951 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Willner & Heller held 1,069 shares of FedEx worth $335K as of Q2 2026.
  • Willner & Heller sold 36 FedEx shares in Q2 2026, an estimated $13.1K.
  • FedEx made up 0.21% of Willner & Heller's portfolio in Q2 2026, its #128 holding.
  • Willner & Heller first reported a position in FedEx in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's FedEx position peaked at $606K in Q1 2024.
  • 1,951 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.