Walter & Keenan Wealth Management’s GXO Logistics GXO Stock Holding History

Walter & Keenan Wealth Management’s Portfolio GXO Stock Details GXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Buy	5,573 +4	+0.1%	+$207	0.07%	145
2026 Q1	$289K	Hold	5,569	–	–	0.08%	140
2025 Q4	$293K	Buy	5,569 +5	+0.1%	+$263	0.08%	136
2025 Q3	$294K	Hold	5,564	–	–	0.08%	133
2025 Q2	$271K	Buy	5,564 +168	+3%	+$6.69K	0.08%	135
2025 Q1	$211K	Sell	5,396 -11	-0.2%	-$459	0.06%	146
2024 Q4	$235K	Buy	5,407 +11	+0.2%	+$606	0.07%	141
2024 Q3	$281K	Hold	5,396	–	–	0.09%	129
2024 Q2	$272K	Hold	5,396	–	–	0.09%	129
2024 Q1	$290K	Hold	5,396	–	–	0.1%	119
2023 Q4	$330K	Hold	5,396	–	–	0.12%	117
2023 Q3	$316K	Hold	5,396	–	–	0.12%	115
2023 Q2	$339K	Hold	5,396	–	–	0.12%	112
2023 Q1	$272K	Sell	5,396 -250	-4%	-$12.4K	0.1%	121
2022 Q4	$241K	Sell	5,646 -5,625	-50%	-$226K	0.09%	129
2022 Q3	$395K	Hold	11,271	–	–	0.17%	102
2022 Q2	$488K	Hold	11,271	–	–	0.19%	91
2022 Q1	$804K	Hold	11,271	–	–	0.27%	74
2021 Q4	$1.02M	Hold	11,271	–	–	0.33%	70
2021 Q3	$884K	Buy	+11,271	New	+$884K	0.3%	77

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Walter & Keenan Wealth Management's GXO Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its GXO Logistics (GXO) stake by 0.07% in Q2 2026, buying an estimated $207 and bringing the position to 5,573 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #145.

Walter & Keenan Wealth Management first reported a position in GXO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q4 2021. 479 funds tracked by Wall St. Rank hold GXO as of Q2 2026.

Walter & Keenan Wealth Management held 5,573 shares of GXO Logistics worth $283K as of Q2 2026.
Walter & Keenan Wealth Management bought 4 GXO Logistics shares in Q2 2026, an estimated $207.
GXO Logistics made up 0.07% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #145 holding.
Walter & Keenan Wealth Management first reported a position in GXO Logistics in Q3 2021 and has held it in 20 quarters since.
Walter & Keenan Wealth Management's GXO Logistics position peaked at $1.02M in Q4 2021.
479 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.