WT Wealth Management’s FedEx FDX Stock Holding History

WT 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
2025 Q1	–	Sell	-8,714	Closed	-$2.45M	–	130
2024 Q4	$2.45M	Buy	8,714 +403	+5%	+$113K	0.77%	38
2024 Q3	$2.28M	Buy	8,311 +232	+3%	+$67.4K	0.73%	45
2024 Q2	$2.43M	Sell	8,079 -221	-3%	-$57.8K	0.83%	37
2024 Q1	$2.41M	Buy	8,300 +1,172	+16%	+$293K	0.86%	35
2023 Q4	$1.81M	Buy	+7,128	New	+$1.81M	0.71%	46
2022 Q4	–	Sell	-6,444	Closed	-$961K	–	96
2022 Q3	$961K	Sell	6,444 -695	-10%	-$147K	0.48%	65
2022 Q2	$1.62M	Sell	7,139 -604	-8%	-$129K	0.8%	34
2022 Q1	$1.79M	Sell	7,743 -255	-3%	-$59.9K	0.69%	43
2021 Q4	$2.07M	Buy	7,998 +1,073	+15%	+$258K	0.76%	39
2021 Q3	$1.52M	Buy	6,925 +1,310	+23%	+$356K	0.59%	56
2021 Q2	$1.68M	Sell	5,615 -221	-4%	-$65.6K	0.68%	47
2021 Q1	$1.66M	Buy	5,836 +220	+4%	+$56.7K	0.77%	36
2020 Q4	$1.46M	Buy	5,616 +600	+12%	+$166K	0.79%	45
2020 Q3	$1.26M	Sell	5,016 -848	-14%	-$170K	0.84%	33
2020 Q2	$822K	Buy	5,864 +451	+8%	+$56.7K	0.66%	36
2020 Q1	$658K	Buy	5,413 +2,645	+96%	+$372K	0.69%	33
2019 Q4	$420K	Buy	2,768 +32	+1%	+$4.93K	0.32%	56
2019 Q3	$398K	Buy	+2,736	New	+$441K	0.35%	56

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WT Wealth Management's FDX Position: Q1 2025 in Review

WT Wealth Management sold out of FedEx (FDX) in Q1 2025, closing a stake of 8,714 shares — an estimated $2.45M sold.

WT Wealth Management first reported a position in FDX in Q3 2019 and held it in 18 quarters. The position peaked at $2.45M in Q4 2024. 1,734 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

WT Wealth Management reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
WT Wealth Management sold 8,714 FedEx shares in Q1 2025, an estimated $2.45M.
WT Wealth Management first reported a position in FedEx in Q3 2019 and held it in 18 quarters.
WT Wealth Management's FedEx position peaked at $2.45M in Q4 2024.
1,734 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on WT Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.