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Phillips Wealth Planners’s Expeditors International EXPD Stock Holding History

Phillips Wealth Planners’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 		$279K Sell
1,796
-300
-14% -$45.6K 0.21% 165
2025
Q4 		$341K Sell
2,096
-555
-21% -$75.5K 0.27% 123
2025
Q3 		$328K Buy
+2,651
New +$315K 0.27% 126

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phillips Wealth Planners's EXPD Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Expeditors International (EXPD) stake by 14% in Q1 2026, selling an estimated $45.6K and leaving 1,796 shares worth $279K. The position accounts for 0.21% of the portfolio, ranked #165.

Phillips Wealth Planners first reported a position in EXPD in Q3 2025 and has held it in 3 quarters since. The position peaked at $341K in Q4 2025. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

  • Phillips Wealth Planners held 1,796 shares of Expeditors International worth $279K as of Q1 2026.
  • Phillips Wealth Planners sold 300 Expeditors International shares in Q1 2026, an estimated $45.6K.
  • Expeditors International made up 0.21% of Phillips Wealth Planners's portfolio in Q1 2026, its #165 holding.
  • Phillips Wealth Planners first reported a position in Expeditors International in Q3 2025 and has held it in 3 quarters since.
  • Phillips Wealth Planners's Expeditors International position peaked at $341K in Q4 2025.
  • 906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.