Boyar Asset Management’s GXO Logistics GXO Stock Holding History

Boyar Asset Management’s Portfolio GXO Stock Details GXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Sell	5,796 -6,053	-51%	-$313K	0.17%	67
2026 Q1	$614K	Buy	11,849 +7,823	+194%	+$448K	0.35%	61
2025 Q4	$212K	Sell	4,026 -16	-0.4%	-$841	0.13%	72
2025 Q3	$214K	Sell	4,042 -296	-7%	-$15.2K	0.14%	73
2025 Q2	$211K	Buy	+4,338	New	+$173K	0.14%	74
2024 Q1	–	Sell	-3,369	Closed	-$206K	–	82
2023 Q4	$206K	Sell	3,369 -84	-2%	-$4.71K	0.15%	75
2023 Q3	$203K	Hold	3,453	–	–	0.16%	77
2023 Q2	$217K	Buy	+3,453	New	+$194K	0.16%	74

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boyar Asset Management's GXO Position: Q2 2026 in Review

Boyar Asset Management reduced its GXO Logistics (GXO) stake by 51% in Q2 2026, selling an estimated $313K and leaving 5,796 shares worth $294K. The position accounts for 0.17% of the portfolio, ranked #67.

Boyar Asset Management first reported a position in GXO in Q2 2023 and has held it in 8 quarters since. The position peaked at $614K in Q1 2026. 480 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

Boyar Asset Management held 5,796 shares of GXO Logistics worth $294K as of Q2 2026.
Boyar Asset Management sold 6,053 GXO Logistics shares in Q2 2026, an estimated $313K.
GXO Logistics made up 0.17% of Boyar Asset Management's portfolio in Q2 2026, its #67 holding.
Boyar Asset Management first reported a position in GXO Logistics in Q2 2023 and has held it in 8 quarters since.
Boyar Asset Management's GXO Logistics position peaked at $614K in Q1 2026.
480 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Boyar Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.