Lakeside Advisors
EXPD icon

Lakeside Advisors’s Expeditors International EXPD Stock Holding History

Lakeside Advisors’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 		$5.55M Sell
30,032
-390
-1% -$70.9K 3.24% 8
2026
Q2 		$4.96M Sell
30,422
-341
-1% -$52.7K 3.12% 9
2026
Q1 		$4.41M Sell
30,763
-140
-0.5% -$21.3K 2.94% 9
2025
Q4 		$4.6M Sell
30,903
-331
-1% -$45K 2.94% 8
2025
Q3 		$3.83M Sell
31,234
-830
-3% -$98.7K 2.42% 10
2025
Q2 		$3.66M Sell
32,064
-88
-0.3% -$9.9K 2.36% 10
2025
Q1 		$3.87M Sell
32,152
-250
-0.8% -$28.8K 2.56% 10
2024
Q4 		$3.59M Sell
32,402
-1,140
-3% -$136K 2.37% 10
2024
Q3 		$4.41M Sell
33,542
-280
-0.8% -$34.3K 2.77% 8
2024
Q2 		$4.22M Sell
33,822
-376
-1% -$44.8K 2.74% 8
2024
Q1 		$4.16M Sell
34,198
-925
-3% -$114K 2.66% 9
2023
Q4 		$4.47M Sell
35,123
-592
-2% -$69.8K 3.1% 8
2023
Q3 		$4.09M Sell
35,715
-653
-2% -$77.6K 3.14% 7
2023
Q2 		$4.41M Sell
36,368
-41
-0.1% -$4.66K 3.25% 6
2023
Q1 		$4.01M Sell
36,409
-150
-0.4% -$16.3K 3.1% 8
2022
Q4 		$3.8M Sell
36,559
-692
-2% -$71.3K 3.11% 10
2022
Q3 		$3.29M Buy
37,251
+200
+0.5% +$20K 2.94% 11
2022
Q2 		$3.61M Buy
37,051
+110
+0.3% +$11.3K 3.07% 9
2022
Q1 		$3.81M Buy
36,941
+3,525
+11% +$389K 2.88% 9
2021
Q4 		$4.49M Buy
+33,416
New +$4.18M 3.31% 8

Other funds holding EXPD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Lakeside Advisors's EXPD Position: Q3 2026 in Review

Lakeside Advisors reduced its Expeditors International (EXPD) stake by 1.3% in Q3 2026, selling an estimated $70.9K and leaving 30,032 shares worth $5.55M. The position accounts for 3.24% of the portfolio, ranked #8.

Lakeside Advisors first reported a position in EXPD in Q4 2021 and has held it in 20 quarters since. 718 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Lakeside Advisors held 30,032 shares of Expeditors International worth $5.55M as of Q3 2026.
  • Lakeside Advisors sold 390 Expeditors International shares in Q3 2026, an estimated $70.9K.
  • Expeditors International made up 3.24% of Lakeside Advisors's portfolio in Q3 2026, its #8 holding.
  • Lakeside Advisors first reported a position in Expeditors International in Q4 2021 and has held it in 20 quarters since.
  • 718 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.