Tweedy, Browne Co All Funds (US) sold 63.3K shares of FedEx Corp (FDX) in 2026 Q2, according to the 13F-HR filed with the SEC on August 7, 2026, 85% of the position. What remains is 10.8K shares worth about $3.4M, 0.26% of the portfolio against 2.09% a quarter earlier.
What did the 2026 Q2 filing report for FDX?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 74K | 10.8K |
| Shares sold | -63.3K (85%) | |
| Reported value | $26.4M | $3.4M |
| Portfolio weight | 2.09% | 0.26% |
| Rank in portfolio | 32nd of 91 |
How much did Tweedy, Browne Co All Funds (US) cut FDX?
Tweedy, Browne Co All Funds (US) sold 63.3K shares of FDX during 2026 Q2, cutting the stake from 74K to 10.8K. The reported value of the position fell by about $23M, from about $26.4M to about $3.4M.
Where does FDX sit in the Tweedy, Browne Co All Funds (US) portfolio?
FDX ranks 32nd of 91 stock positions in the Tweedy, Browne Co All Funds (US) portfolio at 0.26%, below the fund's average stock position of 1%. The FDX cut was the 3rd largest of the quarter's 103 position changes by percent change to portfolio. The largest stock position is CNH at 17.11%. Next come IONS at 13.7% and KOF at 9.34%. The three largest stocks together are 40.15% of the book. Across the 2026 Q2 portfolio, Tweedy, Browne Co All Funds (US) reported 91 stock positions, with 13 opened and 15 closed. The total portfolio value is about $1.3B, up 5% from the prior quarter.
How long has Tweedy, Browne Co All Funds (US) held FDX?
Tweedy, Browne Co All Funds (US) first reported FDX in the quarter ended June 30, 2022. The weight peaked at 2.63% in 2025 Q4. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 34%. Every reported trade is on the Tweedy, Browne Co All Funds (US) FDX trade history page.
Did other funds buy or sell FDX in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 7, 2026, 5 hold FDX. Of those, 1 added to the position this quarter and 3 trimmed it. The largest buyer of FDX this quarter was Ole Andreas Halvorsen. The largest sellers were Dodge & Cox Stock Fund, Parnassus Endeavor Fund and Mason Hawkins. Every tracked holder of FDX is on the FDX ownership page.
FAQ
How many FDX shares did Tweedy, Browne Co All Funds (US) sell in 2026 Q2?
Tweedy, Browne Co All Funds (US) sold 63.3K shares of FDX, 85% of the position, leaving 10.8K shares.
What remains of the FDX position of Tweedy, Browne Co All Funds (US)?
Tweedy, Browne Co All Funds (US) still holds 10.8K shares of FDX, worth about $3.4M at June 30, 2026 prices.
How much of the Tweedy, Browne Co All Funds (US) portfolio is FDX now?
FDX is 0.26% of the Tweedy, Browne Co All Funds (US) portfolio, down from 2.09% a quarter earlier.
Did other funds trim FDX in 2026 Q2?
Among the 5 other tracked funds that hold FDX, 3 trimmed it in 2026 Q2 and 1 added to it.