Beaumont Financial Advisors’s Expeditors International EXPD Stock Holding History

Beaumont Financial Advisors’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 Q2	$890K	Buy	5,460 +8	+0.1%	+$1.24K	0.06%	182
2026 Q1	$781K	Buy	5,452 +1	+0%	+$152	0.05%	189
2025 Q4	$812K	Sell	5,451 -475	-8%	-$64.6K	0.05%	176
2025 Q3	$726K	Buy	5,926 +2,010	+51%	+$239K	0.05%	196
2025 Q2	$447K	Sell	3,916 -98	-2%	-$11K	0.03%	236
2025 Q1	$483K	Buy	4,014 +927	+30%	+$107K	0.04%	226
2024 Q4	$342K	Buy	+3,087	New	+$368K	0.03%	272

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's EXPD Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Expeditors International (EXPD) stake by 0.15% in Q2 2026, buying an estimated $1.24K and bringing the position to 5,460 shares worth $890K. The position accounts for 0.06% of the portfolio, ranked #182.

Beaumont Financial Advisors first reported a position in EXPD in Q4 2024 and has held it in 7 quarters since. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

Beaumont Financial Advisors held 5,460 shares of Expeditors International worth $890K as of Q2 2026.
Beaumont Financial Advisors bought 8 Expeditors International shares in Q2 2026, an estimated $1.24K.
Expeditors International made up 0.06% of Beaumont Financial Advisors's portfolio in Q2 2026, its #182 holding.
Beaumont Financial Advisors first reported a position in Expeditors International in Q4 2024 and has held it in 7 quarters since.
953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.