Jeremy Grantham's FDX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 72.9K shares of FedEx Corporation (FDX) worth $17.2 M, representing 0.05% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in FDX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 58.9K shares. Largest reduction occurred in Q3 2023, reducing 98.8K shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's FedEx Corporation (FDX) Holding Value Over Time
Track share changes against reported price movement
Quarterly FedEx Corporation (FDX) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2021 | +3,709 | New Buy | 3,709 | $284.17 |
| Q2 2021 | -3,709 | Sold Out | 3,709 | $0.00 |
| Q4 2021 | +62,600 | New Buy | 62,600 | $258.64 |
| Q1 2022 | -62,600 | Sold Out | 62,600 | $0.00 |
| Q2 2022 | +87,700 | New Buy | 87,700 | $226.70 |
| Q3 2022 | +58,600 | Add 66.82% | 146,300 | $148.47 |
| Q4 2022 | +30,900 | Add 21.12% | 177,200 | $173.20 |
| Q1 2023 | -41,600 | Reduce 23.48% | 135,600 | $228.49 |
| Q2 2023 | -25,530 | Reduce 18.83% | 110,070 | $247.90 |
| Q3 2023 | -98,780 | Reduce 89.74% | 11,290 | $264.92 |
| Q4 2023 | -9,744 | Reduce 86.31% | 1,546 | $252.97 |
| Q1 2024 | -99 | Reduce 6.40% | 1,447 | $289.74 |
| Q2 2024 | -1,447 | Sold Out | 1,447 | $0.00 |
| Q3 2024 | +6,453 | New Buy | 6,453 | $273.68 |
| Q4 2024 | -1,091 | Reduce 16.91% | 5,362 | $281.33 |
| Q1 2025 | +42,990 | Add 801.75% | 48,352 | $243.78 |
| Q2 2025 | +5,074 | Add 10.49% | 53,426 | $227.31 |
| Q3 2025 | +19,520 | Add 36.54% | 72,946 | $235.81 |
Jeremy Grantham's FedEx Corporation Investment FAQs
Jeremy Grantham first purchased FedEx Corporation (FDX) in Q1 2021, acquiring 3,709 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held FedEx Corporation (FDX) for 19 quarters since Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to FedEx Corporation (FDX) was in Q2 2022, adding 87,700 shares worth $19.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 72,946 shares of FedEx Corporation (FDX), valued at approximately $17.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, FedEx Corporation (FDX) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in FedEx Corporation (FDX) was 177,200 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.