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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

FDX holding history

FedEx Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FDX overviewAll 13F holders of FDXFull Q2 2026 holdings

Shares (Q2 2026)
14,603
Value
$4.57M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of FDX by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,603$4.57M<0.1%+1,418+10.8%AddedHolders
Q1 202613,185$4.70M<0.1%−1,043−7.3%ReducedHolders
Q4 202514,228$4.11M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202512,207$2.77M<0.1%+3,201+35.5%AddedHolders
Q1 20259,006$2.20M<0.1%−453−4.8%ReducedHolders
Q4 20249,459$2.66M<0.1%−262−2.7%ReducedHolders
Q3 20249,721$2.66M<0.1%+5,892+153.9%AddedHolders
Q2 20243,829$1.15M<0.1%+737+23.8%AddedHolders
Q1 20243,092$895.7K<0.1%−423−12.0%ReducedHolders
Q4 20233,515$889.3K<0.1%+715+25.5%AddedHolders
Q3 20232,800$741.8K<0.1%+830+42.1%AddedHolders
Q2 20231,970$657.1K<0.1%−52,916−96.4%ReducedHolders
Q1 202354,886$2.09M<0.1%+52,234+1,969.6%AddedHolders
Q4 20222,652$459.3K<0.1%+2,652NewHolders
Q3 20220$00.0%−112,449−100.0%Sold outHolders
Q2 2022112,449$25.5M0.6%+35,150+45.5%AddedHolders
Q1 202277,299$17.9M0.4%−13,070−14.5%ReducedHolders
Q4 202190,369$23.4M0.6%+4,726+5.5%AddedHolders
Q3 202185,643$18.8M0.5%+10,518+14.0%AddedHolders
Q2 202175,125$22.4M0.6%+74,312+9,140.5%AddedHolders
Q1 2021813$231.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.