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Lagoda Investment Management’s GXO Logistics GXO Stock Holding History

Lagoda Investment Management’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.7M Sell
129,260
-19,835
-13% -$1.14M 4.13% 10
2025
Q4 		$7.85M Buy
149,095
+165
+0.1% +$8.67K 4.54% 10
2025
Q3 		$7.88M Buy
148,930
+11,370
+8% +$585K 4.46% 12
2025
Q2 		$6.7M Sell
137,560
-2,580
-2% -$103K 3.8% 13
2025
Q1 		$5.48M Buy
140,140
+3,825
+3% +$160K 3.49% 14
2024
Q4 		$5.93M Buy
136,315
+1,810
+1% +$99.7K 3.21% 12
2024
Q3 		$7M Sell
134,505
-1,640
-1% -$83.1K 4.02% 11
2024
Q2 		$6.88M Buy
136,145
+890
+0.7% +$44.9K 3.96% 11
2024
Q1 		$7.27M Buy
135,255
+9,000
+7% +$486K 4.46% 9
2023
Q4 		$7.72M Sell
126,255
-2,055
-2% -$115K 5.26% 7
2023
Q3 		$7.53M Sell
128,310
-11,785
-8% -$737K 4.94% 5
2023
Q2 		$8.8M Sell
140,095
-32,330
-19% -$1.81M 6.21% 4
2023
Q1 		$8.7M Sell
172,425
-14,760
-8% -$734K 6.18% 4
2022
Q4 		$7.99M Buy
187,185
+32,240
+21% +$1.29M 5.39% 4
2022
Q3 		$5.43M Buy
154,945
+20,104
+15% +$888K 3.86% 14
2022
Q2 		$5.83M Sell
134,841
-3,135
-2% -$174K 3.87% 12
2022
Q1 		$9.84M Buy
137,976
+2,480
+2% +$198K 5.3% 9
2021
Q4 		$12.3M Buy
135,496
+3,714
+3% +$334K 5.83% 6
2021
Q3 		$10.3M Buy
+131,782
New +$10.3M 5.15% 7

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lagoda Investment Management's GXO Position: Q1 2026 in Review

Lagoda Investment Management reduced its GXO Logistics (GXO) stake by 13% in Q1 2026, selling an estimated $1.14M and leaving 129,260 shares worth $6.7M. The position accounts for 4.13% of the portfolio, ranked #10.

Lagoda Investment Management first reported a position in GXO in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.3M in Q4 2021. 470 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Lagoda Investment Management held 129,260 shares of GXO Logistics worth $6.7M as of Q1 2026.
  • Lagoda Investment Management sold 19,835 GXO Logistics shares in Q1 2026, an estimated $1.14M.
  • GXO Logistics made up 4.13% of Lagoda Investment Management's portfolio in Q1 2026, its #10 holding.
  • Lagoda Investment Management first reported a position in GXO Logistics in Q3 2021 and has held it in 19 quarters since.
  • Lagoda Investment Management's GXO Logistics position peaked at $12.3M in Q4 2021.
  • 470 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

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