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Ipswich Investment Management’s Expeditors International EXPD Stock Holding History

Ipswich Investment 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
Q2 		$257K Hold
1,575
– – 0.05% 168
2026
Q1 		$226K Hold
1,575
– – 0.05% 173
2025
Q4 		$235K Buy
+1,575
New +$214K 0.05% 169
2025
Q2 		– Sell
-1,890
Closed -$227K – 191
2025
Q1 		$227K Hold
1,890
– – 0.06% 174
2024
Q4 		$209K Sell
1,890
-350
-16% -$41.8K 0.05% 179
2024
Q3 		$294K Sell
2,240
-80
-3% -$9.79K 0.07% 160
2024
Q2 		$290K Hold
2,320
– – 0.07% 157
2024
Q1 		$282K Hold
2,320
– – 0.07% 166
2023
Q4 		$295K Hold
2,320
– – 0.07% 156
2023
Q3 		$266K Hold
2,320
– – 0.07% 157
2023
Q2 		$281K Hold
2,320
– – 0.07% 156
2023
Q1 		$255K Sell
2,320
-60
-3% -$6.51K 0.07% 163
2022
Q4 		$247K Hold
2,380
– – 0.07% 164
2022
Q3 		$210K Sell
2,380
-15
-0.6% -$1.5K 0.07% 165
2022
Q2 		$233K Sell
2,395
-100
-4% -$10.2K 0.07% 165
2022
Q1 		$257K Hold
2,495
– – 0.06% 170
2021
Q4 		$335K Sell
2,495
-150
-6% -$18.8K 0.08% 164
2021
Q3 		$315K Buy
2,645
+840
+47% +$105K 0.08% 163
2021
Q2 		$229K Buy
+1,805
New +$213K 0.06% 184
2019
Q1 		– Sell
-1,875
Closed -$128K – 248
2018
Q4 		$128K Buy
+1,875
New +$132K 0.05% 188

Other funds holding EXPD

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Ipswich Investment Management's EXPD Position: Q2 2026 in Review

Ipswich Investment Management held its Expeditors International (EXPD) position steady in Q2 2026 at 1,575 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #168.

Ipswich Investment Management first reported a position in EXPD in Q4 2018 and has held it in 20 quarters since. The position peaked at $335K in Q4 2021. 118 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Ipswich Investment Management held 1,575 shares of Expeditors International worth $257K as of Q2 2026.
  • Ipswich Investment Management left its Expeditors International share count unchanged in Q2 2026.
  • Expeditors International made up 0.05% of Ipswich Investment Management's portfolio in Q2 2026, its #168 holding.
  • Ipswich Investment Management first reported a position in Expeditors International in Q4 2018 and has held it in 20 quarters since.
  • Ipswich Investment Management's Expeditors International position peaked at $335K in Q4 2021.
  • 118 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.