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 $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return