페덱스 주식회사
US ˙ NYSE ˙ US31428X1063

SecurityFDX / FedEx Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership3,586 shares
Latest Disclosed Value $ 1,277,165
AE Wealth Management LLC reports 28.67% increase in ownership of FDX / FedEx Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 3,586 shares of FedEx Corporation (US:FDX) valued at $1,277,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,787 shares of FedEx Corporation. This represents a change in shares of 28.67% during the quarter. The current value of the position is $1,176,208 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F FEDEX COM 31428X106 3,586 799 28.67 1,277 58.63 0.0002
2026-01-26 2025-12-31 13F FEDEX COM 31428X106 2,787 654 30.66 805 60.36 0.0046
2025-11-03 2025-09-30 13F FEDEX COM 31428X106 2,133 660 44.81 503 50.30 0.0032
2025-08-06 2025-06-30 13F FEDEX COM 31428X106 1,473 -64 -4.16 335 -10.70 0.0024
2025-05-06 2025-03-31 13F FEDEX COM 31428X106 1,537 -634 -29.20 375 -38.69 0.0031
2025-02-13 2024-12-31 13F FEDEX COM 31428X106 2,171 16 0.74 611 3.57 0.0052
2024-11-14 2024-09-30 13F FEDEX COM 31428X106 2,155 -726 -25.20 590 -31.75 0.0053
2024-08-12 2024-06-30 13F FEDEX COM 31428X106 2,881 948 49.04 864 54.38 0.0086
2024-05-15 2024-03-31 13F FEDEX COM 31428X106 1,933 -16,782 -89.67 560 -88.12 0.0063
2024-02-14 2023-12-31 13F FEDEX COM 31428X106 18,715 -2,929 -13.53 4,708 -17.90 0.0240
2023-10-11 2023-09-30 13F FEDEX COM 31428X106 21,644 -4,380 -16.83 5,734 -11.13 0.0343
2023-07-10 2023-06-30 13F FEDEX COM 31428X106 26,024 -1,400 -5.11 6,451 2.95 0.0388
2023-04-14 2023-03-31 13F FEDEX COM 31428X106 27,424 5,474 24.94 6,266 64.85 0.0403
2023-01-31 2022-12-31 13F FEDEX COM 31428X106 21,950 -6,773 -23.58 3,802 -10.86 0.0275
2022-10-25 2022-09-30 13F FEDEX COM 31428X106 28,723 -2,551 -8.16 4,264 -39.86 0.0338
2022-08-03 2022-06-30 13F FEDEX COM 31428X106 31,274 -3,418 -9.85 7,090 -11.67 0.0567
2022-04-18 2022-03-31 13F FEDEX COM 31428X106 34,692 898 2.66 8,027 -8.16 0.0551
2022-01-20 2021-12-31 13F FEDEX COM 31428X106 33,794 2,719 8.75 8,740 28.27 0.0609
2021-11-01 2021-09-30 13F FEDEX COM 31428X106 31,075 2,360 8.22 6,814 -20.46 0.0561
2021-07-21 2021-06-30 13F FEDEX COM 31428X106 28,715 510 1.81 8,567 6.94 0.0748
2021-04-27 2021-03-31 13F FEDEX COM 31428X106 28,205 687 2.50 8,011 12.14 0.0809
2021-02-01 2020-12-31 13F FEDEX COM 31428X106 27,518 -2,216 -7.45 7,144 -4.48 0.0810
2020-11-06 2020-09-30 13F FEDEX COM 31428X106 29,734 970 3.37 7,479 85.45 0.1067
2020-08-05 2020-06-30 13F FEDEX COM 31428X106 28,764 4,733 19.70 4,033 38.40 0.0623
2020-05-07 2020-03-31 13F FEDEX COM 31428X106 24,031 3,118 14.91 2,914 -7.84 0.0670
2020-01-15 2019-12-31 13F FEDEX COM 31428X106 20,913 3,218 18.19 3,162 22.75 0.0686
2019-11-05 2019-09-30 13F FEDEX COM 31428X106 17,695 257 1.47 2,576 -10.02 0.0744
2019-07-22 2019-06-30 13F FEDEX COM 31428X106 17,438 14,861 576.68 2,863 513.06 0.0860
2019-05-14 2019-03-31 13F FEDEX COM 31428X106 2,577 814 46.17 467 64.44 0.0324
2019-02-14 2018-12-31 13F FEDEX COM 31428X106 1,763 383 27.75 284 -14.46 0.0486
2018-11-13 2018-09-30 13F FEDEX COM 31428X106 1,380 1,380 332 0.0183
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.