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Summit Securities Group’s Expeditors International EXPD Stock Holding History

Summit Securities 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
Q2 		$4.89K Buy
30
+8
+36% +$1.24K ﹤0.01% 980
2026
Q1 		$3.15K Sell
22
-177
-89% -$26.9K ﹤0.01% 876
2025
Q4 		$29.7K Sell
199
-52
-21% -$7.08K ﹤0.01% 727
2025
Q3 		$30.8K Buy
251
+158
+170% +$18.8K 0.01% 679
2025
Q2 		$10.6K Buy
+93
New +$10.4K ﹤0.01% 876
2023
Q3 		– Sell
-199
Closed -$24K – 718
2023
Q2 		$24K Sell
199
-115
-37% -$13.1K ﹤0.01% 583
2023
Q1 		$35K Buy
314
+153
+95% +$16.6K ﹤0.01% 507
2022
Q4 		$17K Sell
161
-72
-31% -$7.42K ﹤0.01% 932
2022
Q3 		$21K Sell
233
-117
-33% -$11.7K ﹤0.01% 712
2022
Q2 		$34K Buy
350
+280
+400% +$28.7K ﹤0.01% 647
2022
Q1 		$7K Buy
+70
New +$7.72K ﹤0.01% 906
2021
Q3 		– Sell
-1,906
Closed -$241K – 758
2021
Q2 		$241K Buy
+1,906
New +$225K 0.02% 605
2017
Q2 		– Sell
-6,797
Closed -$384K – 287
2017
Q1 		$384K Buy
6,797
+2,297
+51% +$126K 0.11% 193
2016
Q4 		$238K Buy
+4,500
New +$235K 0.05% 232
2016
Q1 		– Sell
-6,800
Closed -$307K – 209
2015
Q4 		$307K Buy
+6,800
New +$330K 0.1% 142
2015
Q1 		– Sell
-1,400
Closed -$62K – 467
2014
Q4 		$62K Buy
1,400
+400
+40% +$17.2K 0.02% 303
2014
Q3 		$41K Hold
1,000
– – 0.01% 419
2014
Q2 		$44K Buy
+1,000
New +$43K 0.02% 310

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

Summit Securities Group's EXPD Position: Q2 2026 in Review

Summit Securities Group increased its Expeditors International (EXPD) stake by 36% in Q2 2026, buying an estimated $1.24K and bringing the position to 30 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Summit Securities Group first reported a position in EXPD in Q2 2014 and has held it in 18 quarters since. The position peaked at $384K in Q1 2017. 953 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Summit Securities Group held 30 shares of Expeditors International worth $4.89K as of Q2 2026.
  • Summit Securities Group bought 8 Expeditors International shares in Q2 2026, an estimated $1.24K.
  • Expeditors International made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #980 holding.
  • Summit Securities Group first reported a position in Expeditors International in Q2 2014 and has held it in 18 quarters since.
  • Summit Securities Group's Expeditors International position peaked at $384K in Q1 2017.
  • 953 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.