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BlackDiamond Wealth Management’s Expeditors International EXPD Stock Holding History

BlackDiamond 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
Q2 		$262K Sell
1,461
-25
-2% -$3.87K 0.11% 187
2026
Q1 		$213K Sell
1,486
-24
-2% -$3.65K 0.1% 194
2025
Q4 		$247K Buy
+1,510
New +$205K 0.12% 172
2025
Q1 		– Sell
-2,158
Closed -$239K – 164
2024
Q4 		$239K Sell
2,158
-281
-12% -$33.5K 0.14% 138
2024
Q3 		$290K Sell
2,439
-360
-13% -$44.1K 0.18% 127
2024
Q2 		$333K Buy
2,799
+145
+5% +$17.3K 0.22% 99
2024
Q1 		$323K Buy
2,654
+7
+0.3% +$865 0.23% 97
2023
Q4 		$330K Buy
2,647
+60
+2% +$7.08K 0.24% 92
2023
Q3 		$282K Buy
2,587
+28
+1% +$3.33K 0.25% 93
2023
Q2 		$321K Sell
2,559
-34
-1% -$3.87K 0.27% 85
2023
Q1 		$284K Sell
2,593
-1
-0% -$109 0.29% 80
2022
Q4 		$282K Buy
2,594
+104
+4% +$10.7K 0.32% 76
2022
Q3 		$239K Buy
2,490
+43
+2% +$4.3K 0.29% 90
2022
Q2 		$250K Buy
+2,447
New +$251K 0.31% 91

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackDiamond Wealth Management's EXPD Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Expeditors International (EXPD) stake by 1.7% in Q2 2026, selling an estimated $3.87K and leaving 1,461 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #187.

BlackDiamond Wealth Management first reported a position in EXPD in Q2 2022 and has held it in 14 quarters since. The position peaked at $333K in Q2 2024. 957 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • BlackDiamond Wealth Management held 1,461 shares of Expeditors International worth $262K as of Q2 2026.
  • BlackDiamond Wealth Management sold 25 Expeditors International shares in Q2 2026, an estimated $3.87K.
  • Expeditors International made up 0.11% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #187 holding.
  • BlackDiamond Wealth Management first reported a position in Expeditors International in Q2 2022 and has held it in 14 quarters since.
  • BlackDiamond Wealth Management's Expeditors International position peaked at $333K in Q2 2024.
  • 957 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.