Bartlett & Co Wealth Management’s Expeditors International EXPD Stock Holding History

Bartlett & Co 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
2026 Q1	$53.5K	Buy	383 +3	+0.8%	+$456	﹤0.01%	675
2025 Q4	$56.6K	Buy	380 +28	+8%	+$3.81K	﹤0.01%	643
2025 Q3	$43.2K	Buy	+352	New	+$41.9K	﹤0.01%	694
2025 Q2	–	Sell	-1	Closed	-$120	–	1279
2025 Q1	$120	Buy	+1	New	+$115	﹤0.01%	1196
2021 Q3	–	Sell	-15	Closed	-$1.9K	–	984
2021 Q2	$1.9K	Hold	15	–	–	﹤0.01%	859
2021 Q1	$1.61K	Sell	15 -64	-81%	-$6.16K	﹤0.01%	909
2020 Q4	$7.51K	Buy	79 +15	+23%	+$1.37K	﹤0.01%	758
2020 Q3	$5.79K	Hold	64	–	–	﹤0.01%	721
2020 Q2	$4.87K	Hold	64	–	–	﹤0.01%	740
2020 Q1	$4.27K	Hold	64	–	–	﹤0.01%	735
2019 Q4	$4.99K	Hold	64	–	–	﹤0.01%	764
2019 Q3	$4.75K	Buy	+64	New	+$4.69K	﹤0.01%	782
2018 Q2	–	Sell	-234	Closed	-$14.8K	–	730
2018 Q1	$14.8K	Buy	+234	New	+$15K	﹤0.01%	565

Other funds holding EXPD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co Wealth Management's EXPD Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Expeditors International (EXPD) stake by 0.79% in Q1 2026, buying an estimated $456 and bringing the position to 383 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Bartlett & Co Wealth Management first reported a position in EXPD in Q1 2018 and has held it in 13 quarters since. The position peaked at $56.6K in Q4 2025. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

Bartlett & Co Wealth Management held 383 shares of Expeditors International worth $53.5K as of Q1 2026.
Bartlett & Co Wealth Management bought 3 Expeditors International shares in Q1 2026, an estimated $456.
Expeditors International made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #675 holding.
Bartlett & Co Wealth Management first reported a position in Expeditors International in Q1 2018 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's Expeditors International position peaked at $56.6K in Q4 2025.
906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.