Private Wealth Management Group’s Expeditors International EXPD Stock Holding History

Private Wealth Management Group’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	$24.2K	Buy	169 +4	+2%	+$608	0.01%	283
2025 Q4	$24.6K	Hold	165	–	–	0.01%	282
2025 Q3	$20.2K	Hold	165	–	–	0.01%	327
2025 Q2	$18.9K	Sell	165 -1	-0.6%	-$112	0.01%	317
2025 Q1	$20K	Sell	166 -13	-7%	-$1.5K	0.01%	298
2024 Q4	$19.8K	Sell	179 -8	-4%	-$955	0.01%	304
2024 Q3	$24.6K	Buy	187 +9	+5%	+$1.1K	0.01%	254
2024 Q2	$22.2K	Buy	178 +43	+32%	+$5.12K	0.01%	259
2024 Q1	$16.4K	Hold	135	–	–	0.01%	308
2023 Q4	$17.2K	Buy	+135	New	+$15.9K	0.01%	287

Other funds holding EXPD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Wealth Management Group's EXPD Position: Q1 2026 in Review

Private Wealth Management Group increased its Expeditors International (EXPD) stake by 2.4% in Q1 2026, buying an estimated $608 and bringing the position to 169 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #283.

Private Wealth Management Group first reported a position in EXPD in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.6K in Q4 2025. 906 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

Private Wealth Management Group held 169 shares of Expeditors International worth $24.2K as of Q1 2026.
Private Wealth Management Group bought 4 Expeditors International shares in Q1 2026, an estimated $608.
Expeditors International made up 0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #283 holding.
Private Wealth Management Group first reported a position in Expeditors International in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Expeditors International position peaked at $24.6K in Q4 2025.
906 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.