FedEx Corporation
MX ˙ BMV ˙ US31428X1063
SecurityMX:FDX / FedEx Corporation
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership11,024 shares
Latest Disclosed Value $ 3,926,668
Institute for Wealth Management, LLC. ownership in FDX / FedEx Corporation

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 11,024 shares of FedEx Corporation (MX:FDX) valued at $3,926,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 11,024 shares of FedEx Corporation. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F FEDEX COM 31428X106 11,024 0 0.00 3,927 23.30 0.4184
2026-01-27 2025-12-31 13F FEDEX COM 31428X106 11,024 -63 -0.57 3,184 21.81 0.3374
2025-10-17 2025-09-30 13F FEDEX COM 31428X106 11,087 -1,171 -9.55 2,614 -6.17 0.2723
2025-07-18 2025-06-30 13F FEDEX COM 31428X106 12,258 -53 -0.43 2,786 -7.16 0.3107
2025-04-21 2025-03-31 13F FEDEX COM 31428X106 12,311 1,242 11.22 3,001 -3.63 0.3850
2025-01-23 2024-12-31 13F FEDEX COM 31428X106 11,069 96 0.87 3,114 3.70 0.3901
2024-11-12 2024-09-30 13F FEDEX COM 31428X106 10,973 40 0.37 3,003 -8.39 0.3790
2024-07-25 2024-06-30 13F FEDEX COM 31428X106 10,933 -79 -0.72 3,278 2.76 0.4394
2024-04-30 2024-03-31 13F FEDEX COM 31428X106 11,012 27 0.25 3,190 14.83 0.4112
2024-01-31 2023-12-31 13F FEDEX COM 31428X106 10,985 -68 -0.62 2,779 -5.12 0.4508
2023-10-13 2023-09-30 13F FEDEX COM 31428X106 11,053 -8 -0.07 2,928 6.78 0.5281
2023-07-25 2023-06-30 13F FEDEX COM 31428X106 11,061 1 0.01 2,742 8.51 0.4625
2023-04-20 2023-03-31 13F FEDEX COM 31428X106 11,060 -334 -2.93 2,527 28.08 0.4826
2023-02-02 2022-12-31 13F FEDEX COM 31428X106 11,394 59 0.52 1,973 17.23 0.4149
2022-10-18 2022-09-30 13F FEDEX COM 31428X106 11,335 -2,701 -19.24 1,683 -47.11 0.3776
2022-07-25 2022-06-30 13F FEDEX COM 31428X106 14,036 653 4.88 3,182 2.74 0.6248
2022-04-29 2022-03-31 13F FEDEX COM 31428X106 13,383 3,261 32.22 3,097 18.30 0.5011
2022-01-21 2021-12-31 13F FEDEX COM 31428X106 10,122 40 0.40 2,618 18.41 0.4265
2021-11-15 2021-09-30 13F FEDEX COM 31428X106 10,082 -151 -1.48 2,211 -27.58 0.3881
2021-07-21 2021-06-30 13F FEDEX COM 31428X106 10,233 -95 -0.92 3,053 4.06 0.5360
2021-05-04 2021-03-31 13F FEDEX COM 31428X106 10,328 78 0.76 2,934 10.26 0.5578
2021-02-01 2020-12-31 13F FEDEX COM 31428X106 10,250 -66 -0.64 2,661 2.54 0.5290
2020-11-03 2020-09-30 13F FEDEX COM 31428X106 10,316 197 1.95 2,595 82.88 0.5924
2020-07-30 2020-06-30 13F FEDEX COM 31428X106 10,119 2,979 41.72 1,419 63.86 0.3474
2020-04-29 2020-03-31 13F FEDEX COM 31428X106 7,140 2,383 50.09 866 20.45 0.2670
2020-02-27 2019-12-31 13F/A-1 FEDEX COM 31428X106 4,757 1,930 68.27 719 74.51 0.1624
2020-01-27 2019-12-31 13F FEDEX COM 31428X106 719 -2,108 719 166,966.2306
2019-10-28 2019-09-30 13F FEDEX COM 31428X106 2,827 -522 -15.59 412 -25.09 0.1039
2019-08-02 2019-06-30 13F FEDEX COM 31428X106 3,349 -1 -0.03 550 -9.54 0.1217
2019-05-15 2019-03-31 13F FEDEX COM 31428X106 3,350 363 12.15 608 26.14 0.1322
2019-02-08 2018-12-31 13F FEDEX COM 31428X106 2,987 2,987 482 0.1978
2018-05-15 2018-03-31 13F FEDEX COM 31428X106 0 -9,615 -100.00 0 -100.00
2018-02-12 2017-12-31 13F FEDEX COM 31428X106 9,615 9,615 2,379 0.5491
2017-11-14 2017-09-30 13F FEDEX COM 31428X106 0 -2,379 -100.00 0 -100.00
2017-08-14 2017-06-30 13F FEDEX COM 31428X106 2,379 2,379 516 0.1420
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.