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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
2016
Q1 		– Sell
-73
Closed -$1K – 210
2015
Q4 		$1K Buy
+73
New +$3.54K ﹤0.01% 265

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

Summit Securities Group's EXPD Position: Q1 2026 in Review

Summit Securities Group reduced its Expeditors International (EXPD) stake by 89% in Q1 2026, selling an estimated $26.9K and leaving 22 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Summit Securities Group first reported a position in EXPD in Q2 2014 and has held it in 17 quarters since. The position peaked at $384K in Q1 2017. 907 funds tracked by Wall St. Rank hold EXPD as of Q1 2026.

  • Summit Securities Group held 22 shares of Expeditors International worth $3.15K as of Q1 2026.
  • Summit Securities Group sold 177 Expeditors International shares in Q1 2026, an estimated $26.9K.
  • Expeditors International made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #876 holding.
  • Summit Securities Group first reported a position in Expeditors International in Q2 2014 and has held it in 17 quarters since.
  • Summit Securities Group's Expeditors International position peaked at $384K in Q1 2017.
  • 907 funds tracked by Wall St. Rank held Expeditors International as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.