Xcel Wealth Management’s FedEx FDX Stock Holding History

Xcel 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 Q1	$3.76M	Sell	10,546 -550	-5%	-$191K	1.04%	23
2025 Q4	$3.21M	Hold	11,096	–	–	0.82%	29
2025 Q3	$2.62M	Buy	11,096 +5,819	+110%	+$1.34M	0.68%	41
2025 Q2	$1.2M	Buy	+5,277	New	+$1.16M	0.34%	60
2023 Q3	–	Sell	-815	Closed	-$202K	–	115
2023 Q2	$202K	Buy	+815	New	+$187K	0.06%	132
2022 Q2	–	Sell	-1,840	Closed	-$426K	–	130
2022 Q1	$426K	Sell	1,840 -700	-28%	-$164K	0.12%	104
2021 Q4	$657K	Sell	2,540 -1,215	-32%	-$292K	0.17%	89
2021 Q3	$823K	Buy	3,755 +1,820	+94%	+$494K	0.24%	73
2021 Q2	$577K	Hold	1,935	–	–	0.17%	90
2021 Q1	$550K	Sell	1,935 -195	-9%	-$50.2K	0.2%	83
2020 Q4	$553K	Sell	2,130 -50	-2%	-$13.8K	0.24%	75
2020 Q3	$548K	Hold	2,180	–	–	0.28%	69
2020 Q2	$305K	Sell	2,180 -100	-4%	-$12.6K	0.19%	81
2020 Q1	$276K	Buy	2,280 +250	+12%	+$35.2K	0.25%	67
2019 Q4	$306K	Sell	2,030 -9,660	-83%	-$1.49M	0.25%	60
2019 Q3	$1.7M	Buy	11,690 +1,010	+9%	+$163K	1.58%	22
2019 Q2	$1.75M	Buy	10,680 +125	+1%	+$21.9K	1.72%	19
2019 Q1	$1.91M	Buy	10,555 +749	+8%	+$132K	1.97%	15
2018 Q4	$1.58M	Buy	+9,806	New	+$2.07M	1.93%	17

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Xcel Wealth Management's FDX Position: Q1 2026 in Review

Xcel Wealth Management reduced its FedEx (FDX) stake by 5% in Q1 2026, selling an estimated $191K and leaving 10,546 shares worth $3.76M. The position accounts for 1.04% of the portfolio, ranked #23.

Xcel Wealth Management first reported a position in FDX in Q4 2018 and has held it in 19 quarters since. 2,026 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

Xcel Wealth Management held 10,546 shares of FedEx worth $3.76M as of Q1 2026.
Xcel Wealth Management sold 550 FedEx shares in Q1 2026, an estimated $191K.
FedEx made up 1.04% of Xcel Wealth Management's portfolio in Q1 2026, its #23 holding.
Xcel Wealth Management first reported a position in FedEx in Q4 2018 and has held it in 19 quarters since.
2,026 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.