FDX FEDEX CORP

Ownership history in JACOBSON & SCHMITT ADVISORS, LLC  ·  13 quarters on record

AI Ownership Summary

JACOBSON & SCHMITT ADVISORS, LLC reported FEDEX CORP (FDX) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.07% in 2024 Q2. The latest visible filing shows FDX at 2.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBSON & SCHMITT ADVISORS, LLC's position in FEDEX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDX was reported at 2.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.07% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JACOBSON & SCHMITT ADVISORS, LLC held FDX — position size vs. price
% of Fund (quarterly)    FDX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 37,923 -19,705 -34.2% 2.45% $13.5M 2026-04-10 $374.08
2025 Q4 ADDED 57,628 +510 +0.9% 2.80% $16.6M 2026-01-21 $305.71
2025 Q3 REDUCED 57,118 -583 -1.0% 2.31% $13.5M 2025-11-10 $251.58
2025 Q2 ADDED 57,701 +7,661 +15.3% 2.32% $13.1M 2025-08-05 $218.98
2025 Q1 ADDED 50,040 +1,667 +3.4% 2.49% $12.2M 2025-05-02 $214.94
2024 Q4 ADDED 48,373 +1,667 +3.6% 2.63% $13.6M 2025-02-03 $240.65
2024 Q3 ADDED 46,706 +1,653 +3.7% 2.62% $12.8M 2024-10-28 $266.68
2024 Q2 ADDED 45,053 +3,255 +7.8% 3.07% $13.5M 2024-08-12 $268.94
2024 Q1 ADDED 41,798 +372 +0.9% 2.86% $12.1M 2024-05-08 $247.22
2023 Q4 ADDED 41,426 +2,673 +6.9% 2.65% $10.5M 2024-02-09 $231.31
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JACOBSON & SCHMITT ADVISORS, LLC and FDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has JACOBSON & SCHMITT ADVISORS, LLC reported owning FDX?

JACOBSON & SCHMITT ADVISORS, LLC reported FDX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FDX position in JACOBSON & SCHMITT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for FDX was 3.07% in 2024 Q2.

What is the latest reported FDX position on this page?

The most recent filing on this page is 2026 Q1, when JACOBSON & SCHMITT ADVISORS, LLC reported 37,923 shares, equal to 2.45% of portfolio, with an estimated market value of $13.5M.

What does the chart on this FDX ownership page compare?

The chart compares JACOBSON & SCHMITT ADVISORS, LLC's quarterly FDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to JACOBSON & SCHMITT ADVISORS, LLC Holdings