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Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

FDX holding history

FedEx Corp in every 13F filed by Circle Wealth Management, 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)
2,929
Value
$917.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FDX by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,929$917.2K<0.1%00.0%UnchangedHolders
Q1 20262,929$1.04M<0.1%−866−22.8%ReducedHolders
Q4 20253,795$1.10M<0.1%+15+0.4%AddedHolders
Q3 20253,780$891.4K<0.1%+152+4.2%AddedHolders
Q2 20253,628$824.7K<0.1%−208−5.4%ReducedHolders
Q1 20253,836$935.1K<0.1%+10+0.3%AddedHolders
Q4 20243,826$1.08M<0.1%+12+0.3%AddedHolders
Q3 20243,814$1.04M<0.1%−341−8.2%ReducedHolders
Q2 20244,155$1.25M<0.1%−282−6.4%ReducedHolders
Q1 20244,437$1.29M<0.1%+298+7.2%AddedHolders
Q4 20234,139$1.05M<0.1%+410+11.0%AddedHolders
Q3 20233,729$988.0K<0.1%+6+0.2%AddedHolders
Q2 20233,723$923.0K0.1%+15+0.4%AddedHolders
Q1 20233,708$847.2K0.1%−709−16.1%ReducedHolders
Q4 20224,417$765.0K0.1%+43+1.0%AddedHolders
Q3 20224,374$649.0K0.1%−42−1.0%ReducedHolders
Q2 20224,416$1.00M0.2%00.0%UnchangedHolders
Q1 20224,416$1.02M0.1%+250+6.0%AddedHolders
Q4 20214,166$1.08M0.1%+678+19.4%AddedHolders
Q3 20213,488$765.0K0.1%−5−0.1%ReducedHolders
Q2 20213,493$1.04M0.1%+511+17.1%AddedHolders
Q1 20212,982$847.0K0.1%––Holders

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