FedEx Corporation
MX ˙ BMV ˙ US31428X1063
SecurityMX:FDX / FedEx Corporation
InstitutionBell & Brown Wealth Advisors, Llc
Latest Disclosed Ownership21,149 shares
Latest Disclosed Value $ 7,532,825
Bell & Brown Wealth Advisors, Llc reports 0.74% decrease in ownership of FDX / FedEx Corporation

On May 11, 2026 - Bell & Brown Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 21,149 shares of FedEx Corporation (MX:FDX) valued at $7,532,825 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 13, 2026 disclosing 21,307 shares of FedEx Corporation. This represents a change in shares of -0.74% during the quarter.

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)
2026-05-11 2026-03-31 13F FEDEX COM 31428X106 21,149 -158 -0.74 7,533 22.39 2.4434
2026-05-13 2025-12-31 13F/A-1 FEDEX COM 31428X106 21,307 521 2.51 6,155 25.57 1.9808
2026-01-30 2025-12-31 13F FEDEX COM 31428X106 21,257 471 6,140 1.9790
2025-11-07 2025-09-30 13F FEDEX COM 31428X106 20,786 316 1.54 4,902 4.92 1.6049
2025-07-29 2025-06-30 13F FEDEX COM 31428X106 20,470 -103 -0.50 4,671 -6.86 1.6703
2025-05-07 2025-03-31 13F FEDEX COM 31428X106 20,573 492 2.45 5,016 -11.22 1.9559
2025-05-07 2024-12-31 13F FEDEX COM 31428X106 20,081 454 2.31 5,650 5.18 2.1026
2024-11-14 2024-09-30 13F FEDEX COM 31428X106 19,627 -70 -0.36 5,372 -9.06 2.0997
2024-08-13 2024-06-30 13F FEDEX COM 31428X106 19,697 80 0.41 5,906 3.92 2.2628
2024-05-13 2024-03-31 13F FEDEX COM 31428X106 19,617 -267 -1.34 5,684 12.98 2.4328
2024-02-12 2023-12-31 13F FEDEX COM 31428X106 19,884 -285 -1.41 5,030 0.60 2.3353
2023-08-15 2023-06-30 13F FEDEX COM 31428X106 20,169 12 0.06 5,000 8.58 2.5020
2023-04-14 2023-03-31 13F FEDEX COM 31428X106 20,157 -105 -0.52 4,606 31.23 2.4541
2023-02-10 2022-12-31 13F FEDEX COM 31428X106 20,262 155 0.77 3,509 17.55 1.9305
2022-10-26 2022-09-30 13F FEDEX COM 31428X106 20,107 -55 -0.27 2,985 -34.70 1.8429
2022-07-22 2022-06-30 13F FEDEX COM 31428X106 20,162 -113 -0.56 4,571 -2.56 2.4437
2022-05-02 2022-03-31 13F FEDEX COM 31428X106 20,275 69 0.34 4,691 -5.27 2.1249
2022-02-10 2021-12-31 13F FEDEX COM 31428X106 20,206 957 4.97 4,952 17.32 2.3905
2021-11-12 2021-09-30 13F FEDEX COM 31428X106 19,249 -25 -0.13 4,221 -22.89 2.2760
2020-10-23 2020-09-30 13F FEDEX COM 31428X106 19,274 -776 -3.87 5,474 59.13 3.9578
2020-08-07 2020-06-30 13F FEDEX COM 31428X106 20,050 422 2.15 3,440 50.09 2.6893
2020-05-11 2020-03-31 13F FEDEX COM 31428X106 19,628 375 1.95 2,292 -25.87 2.1277
2020-01-17 2019-12-31 13F FEDEX COM 31428X106 19,253 1,737 9.92 3,092 24.93 2.3046
2019-10-09 2019-09-30 13F FEDEX COM 31428X106 17,516 1,419 8.82 2,475 -6.36 2.0347
2019-08-06 2019-06-30 13F FEDEX COM 31428X106 16,097 969 6.41 2,643 -3.68 2.3289
2019-05-13 2019-03-31 13F FEDEX COM 31428X106 15,128 2,456 19.38 2,744 34.25 2.5008
2019-02-22 2018-12-31 13F/A-1 FEDEX COM 31428X106 12,672 1,774 16.28 2,044 -14.87 2.1867
2019-02-07 2018-12-31 13F FEDEX COM 31428X106 32,854 21,956 5,300
2018-11-13 2018-09-30 13F FEDEX COM 31428X106 10,898 327 3.09 2,401 0.04 2.2292
2018-07-31 2018-06-30 13F FEDEX COM 31428X106 10,571 -190 -1.77 2,400 -9.37 2.3694
2018-05-02 2018-03-31 13F FEDEX COM 31428X106 10,761 -119 -1.09 2,648 -2.47 2.7874
2018-02-13 2017-12-31 13F FEDEX COM 31428X106 10,880 10,880 2,715 2.8133
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.