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Pinnacle Wealth Planning Services’s Expeditors International EXPD Stock Holding History

Pinnacle Wealth Planning Services’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 		$157K Buy
1,093
+5
+0.5% +$760 0.02% 568
2025
Q4 		$162K Buy
+1,088
New +$148K 0.02% 550
2021
Q1 		– Sell
-1,127
Closed -$107K – 881
2020
Q4 		$107K Buy
+1,127
New +$103K 0.03% 443

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

Pinnacle Wealth Planning Services's EXPD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Expeditors International (EXPD) stake by 0.46% in Q1 2026, buying an estimated $760 and bringing the position to 1,093 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #568.

Pinnacle Wealth Planning Services first reported a position in EXPD in Q4 2020 and has held it in 3 quarters since. The position peaked at $162K in Q4 2025. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,093 shares of Expeditors International worth $157K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 5 Expeditors International shares in Q1 2026, an estimated $760.
  • Expeditors International made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #568 holding.
  • Pinnacle Wealth Planning Services first reported a position in Expeditors International in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Expeditors International position peaked at $162K in Q4 2025.
  • 906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.