WKWM
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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
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 $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Walter & Keenan Wealth Management's GXO Position: Q1 2026 in Review

Walter & Keenan Wealth Management held its GXO Logistics (GXO) position steady in Q1 2026 at 5,569 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #140.

Walter & Keenan Wealth Management first reported a position in GXO in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q4 2021. 469 funds tracked by Wall St. Rank hold GXO as of Q1 2026.

  • Walter & Keenan Wealth Management held 5,569 shares of GXO Logistics worth $289K as of Q1 2026.
  • Walter & Keenan Wealth Management left its GXO Logistics share count unchanged in Q1 2026.
  • GXO Logistics made up 0.08% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Walter & Keenan Wealth Management first reported a position in GXO Logistics in Q3 2021 and has held it in 19 quarters since.
  • Walter & Keenan Wealth Management's GXO Logistics position peaked at $1.02M in Q4 2021.
  • 469 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.