FedEx Corporation
MX ˙ BMV ˙ US31428X1063
SecurityMX:FDX / FedEx Corporation
InstitutionPettee Investors, Inc.
Latest Disclosed Ownership1,359 shares
Latest Disclosed Value $ 548,098
Pettee Investors, Inc. reports 9.94% decrease in ownership of FDX / FedEx Corporation

On May 4, 2026 - Pettee Investors, Inc. filed a 13F-HR form disclosing ownership of 1,359 shares of FedEx Corporation (MX:FDX) valued at $548,098 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,509 shares of FedEx Corporation. This represents a change in shares of -9.94% 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)
2026-05-04 2026-03-31 13F FedEx COM 31428X106 1,359 -150 -9.94 548 25.98 0.2822
2026-02-02 2025-12-31 13F FedEx COM 31428X106 1,509 -100 -6.22 436 14.78 0.2444
2025-11-04 2025-09-30 13F FedEx COM 31428X106 1,609 -170 -9.56 379 -6.19 0.2088
2025-08-01 2025-06-30 13F FedEx COM 31428X106 1,779 -75 -4.05 404 -10.42 0.2418
2025-05-02 2025-03-31 13F FedEx COM 31428X106 1,854 -100 -5.12 452 -17.85 0.2693
2025-02-07 2024-12-31 13F FedEx COM 31428X106 1,954 0 0.00 550 2.81 0.2791
2024-11-05 2024-09-30 13F FedEx COM 31428X106 1,954 0 0.00 535 -8.72 0.2603
2024-08-02 2024-06-30 13F FedEx COM 31428X106 1,954 0 0.00 586 3.36 0.2825
2024-05-09 2024-03-31 13F FedEx COM 31428X106 1,954 0 0.00 566 14.57 0.2396
2024-02-07 2023-12-31 13F FedEx COM 31428X106 1,954 -75 -3.70 494 -8.01 0.2184
2023-10-20 2023-09-30 13F FedEx COM 31428X106 2,029 -980 -32.57 538 -27.92 0.2554
2023-08-08 2023-06-30 13F FedEx COM 31428X106 3,009 0 0.00 746 8.44 0.3375
2023-05-05 2023-03-31 13F FedEx COM 31428X106 3,009 -75 -2.43 688 0.3294
2023-01-25 2022-12-31 13F FedEx COM 31428X106 3,084 -75 -2.37 1 -100.00 0.2620
2022-11-09 2022-09-30 13F FedEx COM 31428X106 3,159 0 0.00 469 -34.50 0.2521
2022-07-25 2022-06-30 13F FedEx COM 31428X106 3,159 0 0.00 716 -2.05 0.3562
2022-05-16 2022-03-31 13F FedEx COM 31428X106 3,159 14 0.45 731 -10.09 0.3214
2022-02-11 2021-12-31 13F FedEx COM 31428X106 3,145 300 10.54 813 30.29 0.3404
2021-11-02 2021-09-30 13F FedEx COM 31428X106 2,845 500 21.32 624 -10.86 0.2905
2021-08-02 2021-06-30 13F FedEx COM 31428X106 2,345 285 13.83 700 19.66 0.3290
2021-05-03 2021-03-31 13F FedEx COM 31428X106 2,060 965 88.13 585 105.99 0.2825
2021-02-08 2020-12-31 13F FedEx COM 31428X106 1,095 180 19.67 284 23.48 0.1505
2020-11-12 2020-09-30 13F FedEx COM 31428X106 915 915 230 0.1330
2020-02-14 2019-12-31 13F FedEx COM 31428X106 0 -2,765 -100.00 0 -100.00
2019-10-30 2019-09-30 13F FedEx COM 31428X106 2,765 0 0.00 403 -11.23 0.2530
2019-08-07 2019-06-30 13F FedEx COM 31428X106 2,765 -50 -1.78 454 -11.15 0.2883
2019-04-26 2019-03-31 13F FedEx COM 31428X106 2,815 0 0.00 511 12.56 0.3224
2019-02-06 2018-12-31 13F FedEx COM 31428X106 2,815 -350 -11.06 454 -40.42 0.3219
2018-11-02 2018-09-30 13F FedEx COM 31428X106 3,165 500 18.76 762 25.95 0.4500
2018-08-15 2018-06-30 13F FedEx COM 31428X106 2,665 0 0.00 605 -5.47 0.3813
2018-05-01 2018-03-31 13F FedEx COM 31428X106 2,665 0 0.00 640 -3.76 0.3965
2018-02-06 2017-12-31 13F FedEx COM 31428X106 2,665 90 3.50 665 14.46 0.4035
2017-11-02 2017-09-30 13F FedEx COM 31428X106 2,575 150 6.19 581 10.25 0.3754
2017-08-01 2017-06-30 13F FedEx COM 31428X106 2,425 2,425 527 0.4679
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.