Lodestone Wealth Management’s XPO XPO Stock Holding History

Lodestone Wealth Management’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3	Closed	-$408	–	821
2025 Q4	$408	Buy	+3	New	+$409	﹤0.01%	768

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Lodestone Wealth Management's XPO Position: Q1 2026 in Review

Lodestone Wealth Management sold out of XPO (XPO) in Q1 2026, closing a stake of 3 shares — an estimated $408 sold.

Lodestone Wealth Management first reported a position in XPO in Q4 2025 and held it in 1 quarter. The position peaked at $408 in Q4 2025. 672 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

Lodestone Wealth Management reported no remaining XPO position as of Q1 2026 after selling out during the quarter.
Lodestone Wealth Management sold 3 XPO shares in Q1 2026, an estimated $408.
Lodestone Wealth Management first reported a position in XPO in Q4 2025 and held it in 1 quarter.
Lodestone Wealth Management's XPO position peaked at $408 in Q4 2025.
672 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.