FDX — FEDEX CORP

Ownership history in IBEX WEALTH ADVISORS  ·  7 quarters on record

This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in FEDEX CORP (FDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2021 Q2)
Avg. % of fund
0.03%
First filed
2016 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 854 +5 +0.6% 0.02% $201K $233.66
2024 Q4 ADDED 849 +7 +0.8% 0.03% $239K $273.72
2024 Q2 ADDED 842 +841 +84100.0% 0.04% $252K $288.88
2023 Q4 REDUCED 1 -1,170 -99.9% 0.05% $211 $241.17
2021 Q3 ADDED 1,171 +197 +20.2% 0.05% $257K $199.96
2021 Q2 ADDED 974 +925 +1887.8% 0.06% $291K $271.27
2016 Q4 INITIATED 49 — — 0.00% $9K —
% of Fund (quarterly)    FDX price (monthly, adj. close)

Other funds also holding FDX

As of 2025 Q4 — sorted by position size

Sentry LLC 45.21% WADDELL & ASSOCIATES, LLC 3Y 23.16% ACR Alpine Capital Research, LLC 3Y 7Y 7.84% Silverleafe Capital Partners, LLC 3Y 7Y 5.95% WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.55% SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 3Y 7Y 4.62% Focused Investors LLC 3Y 7Y 4.42% EDGAR LOMAX CO/VA 3Y 7Y 4.18% Value Partners Investments Inc. 3Y 4.02% Birch Capital Management, LLC 3Y 4.0%
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