Jeremy Grantham's FDX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 77,679 shares of FedEx Corporation (FDX) worth $22.44 M, representing 0.06% 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 Q2 2022, adding 87,700 shares. Largest reduction occurred in Q3 2023, reducing 98,780 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,733 | Add 6.49% | 77,679 | $288.86 |
| Q3 2025 | +19,520 | Add 36.54% | 72,946 | $235.81 |
| Q2 2025 | +5,074 | Add 10.49% | 53,426 | $227.31 |
| Q1 2025 | +42,990 | Add 801.75% | 48,352 | $243.78 |
| Q4 2024 | -1,091 | Reduce 16.91% | 5,362 | $281.33 |
| Q3 2024 | +6,453 | New Buy | 6,453 | $273.68 |
| Q2 2024 | -1,447 | Sold Out | 0 | $0.00 |
| Q1 2024 | -99 | Reduce 6.40% | 1,447 | $289.74 |
| Q4 2023 | -9,744 | Reduce 86.31% | 1,546 | $252.97 |
| Q3 2023 | -98,780 | Reduce 89.74% | 11,290 | $264.92 |
| Q2 2023 | -25,530 | Reduce 18.83% | 110,070 | $247.90 |
| Q1 2023 | -41,600 | Reduce 23.48% | 135,600 | $228.49 |
| Q4 2022 | +30,900 | Add 21.12% | 177,200 | $173.20 |
| Q3 2022 | +58,600 | Add 66.82% | 146,300 | $148.47 |
| Q2 2022 | +87,700 | New Buy | 87,700 | $226.70 |
| Q1 2022 | -62,600 | Sold Out | 0 | $0.00 |
| Q4 2021 | +62,600 | New Buy | 62,600 | $258.64 |
| Q2 2021 | -3,709 | Sold Out | 0 | $0.00 |
| Q1 2021 | +3,709 | New Buy | 3,709 | $284.17 |
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.
Jeremy Grantham's largest addition to FedEx Corporation (FDX) was in Q2 2022, adding 87,700 shares worth $19.88 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 77,679 shares of FedEx Corporation (FDX), valued at approximately $22.44 M.
As of the Q4 2025 filing, FedEx Corporation (FDX) represents approximately 0.06% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in FedEx Corporation (FDX) was 177,200 shares, as reported at the end of Q4 2022.