FDX β€” FEDEX CORP

Ownership history in MFA WEALTH ADVISORS, LLC  Β·  7 quarters on record

AI Ownership Summary

MFA WEALTH ADVISORS, LLC reported FEDEX CORP (FDX) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows FDX at 0.04% 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.

What this FDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MFA WEALTH 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
2025 Q3

FDX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q1

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 2025 Q3

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 MFA WEALTH ADVISORS, LLC held FDX β€” position size vs. price
% of Fund (quarterly)    FDX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 862 β€” 0% 0.04% $203K 2025-10-20 $237.62
2025 Q1 UNCHANGED 862 β€” 0% 0.05% $210K 2025-04-21 $200.66
2024 Q4 UNCHANGED 862 β€” 0% 0.06% $243K 2025-01-29 $267.62
2024 Q3 UNCHANGED 862 β€” 0% 0.05% $236K 2024-10-22 $261.20
2024 Q2 UNCHANGED 862 β€” 0% 0.06% $258K 2024-07-22 $296.19
2024 Q1 UNCHANGED 862 β€” 0% 0.07% $250K 2024-04-24 $254.95
2023 Q4 INITIATED 862 β€” β€” 0.06% $218K 2024-02-14 $225.79

FAQ About MFA WEALTH 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 MFA WEALTH ADVISORS, LLC reported owning FDX?

MFA WEALTH ADVISORS, LLC reported FDX across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FDX position in MFA WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for FDX was 0.07% in 2024 Q1.

What is the latest reported FDX position on this page?

The most recent filing on this page is 2025 Q3, when MFA WEALTH ADVISORS, LLC reported 862 shares, equal to 0.04% of portfolio, with an estimated market value of $203K.

What does the chart on this FDX ownership page compare?

The chart compares MFA WEALTH 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.

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