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Forum Financial Management’s Expeditors International EXPD Stock Holding History

Forum Financial 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 		– Sell
-3,040
Closed -$453K – 560
2025
Q4 		$453K Hold
3,040
– – 0.01% 530
2025
Q3 		$373K Buy
3,040
+326
+12% +$38.8K 0.01% 611
2025
Q2 		$310K Buy
2,714
+101
+4% +$11.3K ﹤0.01% 653
2025
Q1 		$314K Buy
2,613
+194
+8% +$22.3K 0.01% 572
2024
Q4 		$268K Buy
2,419
+788
+48% +$94K ﹤0.01% 684
2024
Q3 		$214K Sell
1,631
-3,878
-70% -$475K ﹤0.01% 692
2024
Q2 		$687K Buy
5,509
+29
+0.5% +$3.46K 0.01% 231
2024
Q1 		$666K Sell
5,480
-363
-6% -$44.9K 0.01% 256
2023
Q4 		$743K Sell
5,843
-807
-12% -$95.2K 0.01% 203
2023
Q3 		$762K Hold
6,650
– – 0.02% 192
2023
Q2 		$806K Buy
6,650
+614
+10% +$69.8K 0.02% 187
2023
Q1 		$665K Sell
6,036
-1
-0% -$109 0.02% 207
2022
Q4 		$627K Sell
6,037
-1,016
-14% -$105K 0.02% 205
2022
Q3 		$623K Sell
7,053
-297
-4% -$29.7K 0.03% 182
2022
Q2 		$716K Buy
7,350
+16
+0.2% +$1.64K 0.04% 165
2022
Q1 		$756K Hold
7,334
– – 0.04% 168
2021
Q4 		$985K Buy
+7,334
New +$918K 0.05% 133

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

Forum Financial Management's EXPD Position: Q1 2026 in Review

Forum Financial Management sold out of Expeditors International (EXPD) in Q1 2026, closing a stake of 3,040 shares — an estimated $453K sold.

Forum Financial Management first reported a position in EXPD in Q4 2021 and held it in 17 quarters. The position peaked at $985K in Q4 2021. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

  • Forum Financial Management reported no remaining Expeditors International position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,040 Expeditors International shares in Q1 2026, an estimated $453K.
  • Forum Financial Management first reported a position in Expeditors International in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Expeditors International position peaked at $985K in Q4 2021.
  • 906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.