SEC 13F Intelligence

Xcel Wealth Management, LLC / FDX

Xcel Wealth Management, LLC’s Fedex Corp Position

Does Xcel Wealth Management, LLC own Fedex Corp (FDX)? Yes — 10.5K shares worth $4M (+1.04% of its 13F portfolio) as of Q1 2026, down from 11.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.5K
% of Portfolio
+1.04%
Quarters Held
16
currently held

Position History FDX

Reported value by quarter
Q3 ’19: $2MQ3 ’19Q4 ’19: $306,000Q1 ’20: $276,000Q1 ’20Q2 ’20: $305,000Q3 ’20: $548,000Q3 ’20Q4 ’20: $553,000Q1 ’21: $550,000Q1 ’21Q2 ’21: $577,000Q3 ’21: $823,000Q3 ’21Q4 ’21: $657,000Q1 ’22: $426,000Q1 ’22Q2 ’23: $202,102Q2 ’25: $1MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.5K$4M+1.04%
Q4 202511.1K$3M+0.82%
Q3 202511.1K$3M+0.68%
Q2 20255.3K$1M+0.34%
Q2 2023815$202,102+0.06%
Q1 20221.8K$426,000+0.12%
Q4 20212.5K$657,000+0.17%
Q3 20213.8K$823,000+0.24%
Q2 20211.9K$577,000+0.17%
Q1 20211.9K$550,000+0.20%
Q4 20202.1K$553,000+0.24%
Q3 20202.2K$548,000+0.28%
Q2 20202.2K$305,000+0.19%
Q1 20202.3K$276,000+0.25%
Q4 20192.0K$306,000+0.25%
Q3 201911.7K$2M+1.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Xcel Wealth Management, LLC’s full portfolio or all institutional holders of FDX.