Capstone Investment Advisors
EXPD icon

Capstone Investment Advisors’s Expeditors International EXPD Stock Holding History

Capstone Investment 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
Q1 		$15.9M Buy
+111,151
New +$16.9M 0.03% 214
2025
Q4 		– Sell
-10,070
Closed -$1.23M – 1748
2025
Q3 		$1.23M Buy
+10,070
New +$1.2M ﹤0.01% 937
2025
Q1 		– Sell
-3,338
Closed -$370K – 1518
2024
Q4 		$370K Buy
3,338
+807
+32% +$96.3K ﹤0.01% 1413
2024
Q3 		$333K Sell
2,531
-2,445
-49% -$299K ﹤0.01% 1371
2024
Q2 		$621K Buy
4,976
+2
+0% +$238 ﹤0.01% 1202
2024
Q1 		$605K Buy
4,974
+1,202
+32% +$149K ﹤0.01% 1457
2023
Q4 		$480K Buy
+3,772
New +$445K ﹤0.01% 1360
2023
Q2 		– Sell
-106
Closed -$12.1K – 1864
2023
Q1 		$11.7K Buy
+106
New +$11.5K ﹤0.01% 1475
2022
Q2 		– Sell
-1,990
Closed -$205K – 1922
2022
Q1 		$205K Buy
+1,990
New +$219K ﹤0.01% 1722
2021
Q4 		– Sell
-53
Closed -$6.64K – 1919
2021
Q3 		$6K Buy
+53
New +$6.63K ﹤0.01% 1975
2021
Q1 		– Sell
-1,691
Closed -$163K – 1751
2020
Q4 		$161K Buy
+1,691
New +$154K ﹤0.01% 1491
2018
Q1 		– Sell
-3,600
Closed -$232K – 408
2017
Q4 		$232K Buy
+3,600
New +$221K 0.01% 413
2016
Q4 		– Sell
-74,119
Closed -$3.82M – 985
2016
Q3 		$3.82M Buy
+74,119
New +$3.75M 0.08% 163
2015
Q4 		– Sell
-11,600
Closed -$545K – 488
2015
Q3 		$545K Buy
+11,600
New +$548K 0.01% 267

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Investment Advisors's EXPD Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Expeditors International (EXPD) in Q1 2026: 111,151 shares worth $15.9M. The stake represents 0.03% of the portfolio and ranks #214 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in EXPD as recently as Q3 2025.

Capstone Investment Advisors first reported a position in EXPD in Q3 2015 and has held it in 14 quarters since. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

  • Capstone Investment Advisors held 111,151 shares of Expeditors International worth $15.9M as of Q1 2026.
  • Expeditors International was a new Capstone Investment Advisors position in Q1 2026.
  • Expeditors International made up 0.03% of Capstone Investment Advisors's portfolio in Q1 2026, its #214 holding.
  • Capstone Investment Advisors first reported a position in Expeditors International in Q3 2015 and has held it in 14 quarters since.
  • 906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.