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 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 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

BlackDiamond Wealth Management's EXPD Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Expeditors International (EXPD) stake by 1.6% in Q1 2026, selling an estimated $3.65K and leaving 1,486 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #194.

BlackDiamond Wealth Management first reported a position in EXPD in Q2 2022 and has held it in 13 quarters since. The position peaked at $333K in Q2 2024. 907 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

BlackDiamond Wealth Management held 1,486 shares of Expeditors International worth $213K as of Q1 2026.
BlackDiamond Wealth Management sold 24 Expeditors International shares in Q1 2026, an estimated $3.65K.
Expeditors International made up 0.1% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #194 holding.
BlackDiamond Wealth Management first reported a position in Expeditors International in Q2 2022 and has held it in 13 quarters since.
BlackDiamond Wealth Management's Expeditors International position peaked at $333K in Q2 2024.
907 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.