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Lodestone Wealth Management’s Expeditors International EXPD Stock Holding History

Lodestone Wealth 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 		$21.2K Hold
130
– – 0.01% 410
2026
Q1 		$18.6K Hold
130
– – 0.01% 426
2025
Q4 		$19.4K Buy
+130
New +$17.7K 0.01% 413

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lodestone Wealth Management's EXPD Position: Q2 2026 in Review

Lodestone Wealth Management held its Expeditors International (EXPD) position steady in Q2 2026 at 130 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #410.

Lodestone Wealth Management first reported a position in EXPD in Q4 2025 and has held it in 3 quarters since. 949 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Lodestone Wealth Management held 130 shares of Expeditors International worth $21.2K as of Q2 2026.
  • Lodestone Wealth Management left its Expeditors International share count unchanged in Q2 2026.
  • Expeditors International made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Lodestone Wealth Management first reported a position in Expeditors International in Q4 2025 and has held it in 3 quarters since.
  • 949 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.