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Lifeworks Advisors’s Expeditors International EXPD Stock Holding History

Lifeworks 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
Q1 		– Sell
-2,794
Closed -$416K – 306
2025
Q4 		$416K Buy
2,794
+52
+2% +$7.08K 0.05% 231
2025
Q3 		$336K Sell
2,742
-140
-5% -$16.6K 0.04% 246
2025
Q2 		$329K Buy
2,882
+12
+0.4% +$1.34K 0.05% 242
2025
Q1 		$345K Sell
2,870
-8
-0.3% -$921 0.06% 230
2024
Q4 		$319K Buy
2,878
+685
+31% +$81.7K 0.06% 222
2024
Q3 		$288K Sell
2,193
-45
-2% -$5.51K 0.06% 230
2024
Q2 		$279K Sell
2,238
-148
-6% -$17.6K 0.08% 183
2024
Q1 		$290K Sell
2,386
-444
-16% -$54.9K 0.08% 183
2023
Q4 		$360K Sell
2,830
-516
-15% -$60.9K 0.12% 146
2023
Q3 		$384K Buy
3,346
+1,108
+50% +$132K 0.15% 136
2023
Q2 		$271K Buy
+2,238
New +$255K 0.12% 134

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lifeworks Advisors's EXPD Position: Q1 2026 in Review

Lifeworks Advisors sold out of Expeditors International (EXPD) in Q1 2026, closing a stake of 2,794 shares — an estimated $416K sold.

Lifeworks Advisors first reported a position in EXPD in Q2 2023 and held it in 11 quarters. The position peaked at $416K in Q4 2025. 912 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

  • Lifeworks Advisors reported no remaining Expeditors International position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 2,794 Expeditors International shares in Q1 2026, an estimated $416K.
  • Lifeworks Advisors first reported a position in Expeditors International in Q2 2023 and held it in 11 quarters.
  • Lifeworks Advisors's Expeditors International position peaked at $416K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.