Evergreen Capital Management
EXPD icon

Evergreen Capital Management’s Expeditors International EXPD Stock Holding History

Evergreen Capital 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
Q3 		$268K Buy
1,452
+37
+3% +$6.73K ﹤0.01% 1222
2026
Q2 		$231K Sell
1,415
-1,788
-56% -$277K ﹤0.01% 1379
2026
Q1 		$459K Buy
3,203
+43
+1% +$6.54K 0.01% 843
2025
Q4 		$471K Buy
+3,160
New +$430K 0.01% 782
2024
Q4 		– Sell
-2,033
Closed -$267K – 1084
2024
Q3 		$267K Sell
2,033
-43
-2% -$5.26K 0.01% 772
2024
Q2 		$259K Buy
+2,076
New +$247K 0.01% 720

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Wealth Enhancement Advisory Services
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Douglas Lane & Associates
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KBC Group
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Confluence Investment Management
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Evergreen Capital Management's EXPD Position: Q3 2026 in Review

Evergreen Capital Management increased its Expeditors International (EXPD) stake by 2.6% in Q3 2026, buying an estimated $6.73K and bringing the position to 1,452 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Evergreen Capital Management first reported a position in EXPD in Q2 2024 and has held it in 6 quarters since. The position peaked at $471K in Q4 2025. 220 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Evergreen Capital Management held 1,452 shares of Expeditors International worth $268K as of Q3 2026.
  • Evergreen Capital Management bought 37 Expeditors International shares in Q3 2026, an estimated $6.73K.
  • Expeditors International made up ﹤0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1222 holding.
  • Evergreen Capital Management first reported a position in Expeditors International in Q2 2024 and has held it in 6 quarters since.
  • Evergreen Capital Management's Expeditors International position peaked at $471K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.