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Axxcess Wealth Management’s Expeditors International EXPD Stock Holding History

Axxcess Wealth Management’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,077
Closed -$250K – 892
2025
Q1 		$250K Hold
2,077
– – 0.01% 744
2024
Q4 		$230K Hold
2,077
– – 0.01% 764
2024
Q3 		$273K Sell
2,077
-200
-9% -$24.5K 0.01% 721
2024
Q2 		$284K Hold
2,277
– – 0.01% 666
2024
Q1 		$277K Hold
2,277
– – 0.01% 694
2023
Q4 		$290K Buy
+2,277
New +$269K 0.01% 653

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Axxcess Wealth Management's EXPD Position: Q2 2025 in Review

Axxcess Wealth Management sold out of Expeditors International (EXPD) in Q2 2025, closing a stake of 2,077 shares — an estimated $250K sold.

Axxcess Wealth Management first reported a position in EXPD in Q4 2023 and held it in 6 quarters. The position peaked at $290K in Q4 2023. 805 funds tracked by Wall St. Rank hold EXPD as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Expeditors International position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,077 Expeditors International shares in Q2 2025, an estimated $250K.
  • Axxcess Wealth Management first reported a position in Expeditors International in Q4 2023 and held it in 6 quarters.
  • Axxcess Wealth Management's Expeditors International position peaked at $290K in Q4 2023.
  • 805 funds tracked by Wall St. Rank held Expeditors International as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.