Carson Wealth (CWM LLC)
EXPD icon

Carson Wealth (CWM LLC)’s Expeditors International EXPD Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.49M Buy
10,422
+29
+0.3% +$4.41K ﹤0.01% 1335
2025
Q4 		$1.55M Buy
10,393
+179
+2% +$24.4K ﹤0.01% 1266
2025
Q3 		$1.25M Sell
10,214
-175
-2% -$20.8K ﹤0.01% 1289
2025
Q2 		$1.19M Sell
10,389
-966
-9% -$108K ﹤0.01% 1165
2025
Q1 		$1.36M Buy
11,355
+1,713
+18% +$197K 0.01% 995
2024
Q4 		$1.07M Sell
9,642
-1,117
-10% -$133K ﹤0.01% 1048
2024
Q3 		$1.41M Buy
10,759
+913
+9% +$112K 0.01% 850
2024
Q2 		$1.23M Buy
9,846
+326
+3% +$38.8K 0.01% 800
2024
Q1 		$1.16M Buy
9,520
+772
+9% +$95.4K 0.01% 801
2023
Q4 		$1.11M Buy
8,748
+406
+5% +$47.9K 0.01% 761
2023
Q3 		$956K Buy
8,342
+635
+8% +$75.5K 0.01% 770
2023
Q2 		$934K Buy
7,707
+515
+7% +$58.6K 0.01% 740
2023
Q1 		$792K Buy
7,192
+445
+7% +$48.3K 0.01% 723
2022
Q4 		$701K Buy
6,747
+546
+9% +$56.3K 0.01% 709
2022
Q3 		$548K Sell
6,201
-181
-3% -$18.1K ﹤0.01% 722
2022
Q2 		$622K Buy
6,382
+1,565
+32% +$160K ﹤0.01% 681
2022
Q1 		$497K Buy
4,817
+1,449
+43% +$160K ﹤0.01% 735
2021
Q4 		$452K Buy
+3,368
New +$422K ﹤0.01% 757
2021
Q2 		$131K Hold
1,034
– – ﹤0.01% 1039
2021
Q1 		$131K Hold
1,034
– – ﹤0.01% 1039
2020
Q4 		$131K Hold
1,034
– – ﹤0.01% 1039
2020
Q3 		$131K Hold
1,034
– – ﹤0.01% 1039
2020
Q2 		$131K Hold
1,034
– – ﹤0.01% 1039
2020
Q1 		$131K Hold
1,034
– – ﹤0.01% 1039
2019
Q4 		$131K Hold
1,034
– – ﹤0.01% 1039
2019
Q3 		$131K Hold
1,034
– – ﹤0.01% 1039
2019
Q2 		$131K Hold
1,034
– – ﹤0.01% 1039
2019
Q1 		$131K Sell
1,034
-1,286
-55% -$92.8K ﹤0.01% 1039
2018
Q4 		$158K Buy
2,320
+110
+5% +$7.72K ﹤0.01% 646
2018
Q3 		$163K Sell
2,210
-1,832
-45% -$135K ﹤0.01% 547
2018
Q2 		$295K Sell
4,042
-408,721
-99% -$28.6M 0.01% 378
2018
Q1 		$26.1M Sell
412,763
-109,730
-21% -$7.05M 1.04% 29
2017
Q4 		$33.8M Sell
522,493
-34,301
-6% -$2.1M 1.5% 14
2017
Q3 		$33.3M Sell
556,794
-16,704
-3% -$956K 1.58% 9
2017
Q2 		$32.4M Buy
573,498
+62,672
+12% +$3.45M 1.66% 9
2017
Q1 		$28.9M Buy
510,826
+66,650
+15% +$3.66M 1.63% 11
2016
Q4 		$23.5M Buy
444,176
+49,470
+13% +$2.58M 1.44% 17
2016
Q3 		$20.3M Buy
394,706
+63,412
+19% +$3.21M 1.4% 14
2016
Q2 		$16.2M Buy
331,294
+66,816
+25% +$3.24M 1.19% 20
2016
Q1 		$12.9M Buy
264,478
+26,472
+11% +$1.21M 1.13% 22
2015
Q4 		$10.7M Buy
238,006
+27,059
+13% +$1.31M 1.05% 32
2015
Q3 		$9.93M Buy
210,947
+31,475
+18% +$1.49M 1% 33
2015
Q2 		$8.28M Buy
179,472
+21,460
+14% +$1.01M 0.79% 48
2015
Q1 		$7.61M Buy
158,012
+44,268
+39% +$2.04M 0.77% 47
2014
Q4 		$5.07M Buy
113,744
+80,494
+242% +$3.46M 0.62% 50
2014
Q3 		$1.35M Buy
33,250
+24,143
+265% +$1.03M 0.2% 117
2014
Q2 		$402K Buy
+9,107
New +$392K 0.07% 128
2014
Q1 		– Sell
-20,680
Closed -$915K – 262
2013
Q4 		$915K Buy
20,680
+6,007
+41% +$262K 0.14% 102
2013
Q3 		$646K Buy
+14,673
New +$609K 0.17% 79

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
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 $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EXPD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Expeditors International (EXPD) stake by 0.28% in Q1 2026, buying an estimated $4.41K and bringing the position to 10,422 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Carson Wealth (CWM LLC) first reported a position in EXPD in Q3 2013 and has held it in 49 quarters since. The position peaked at $33.8M in Q4 2017. 909 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,422 shares of Expeditors International worth $1.49M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 29 Expeditors International shares in Q1 2026, an estimated $4.41K.
  • Expeditors International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1335 holding.
  • Carson Wealth (CWM LLC) first reported a position in Expeditors International in Q3 2013 and has held it in 49 quarters since.
  • Carson Wealth (CWM LLC)'s Expeditors International position peaked at $33.8M in Q4 2017.
  • 909 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.