Walter & Keenan Wealth Management’s XPO XPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Hold	5,219	–	–	0.29%	68
2025 Q4	$709K	Buy	5,219 +25	+0.5%	+$3.41K	0.19%	87
2025 Q3	$671K	Hold	5,194	–	–	0.19%	93
2025 Q2	$656K	Buy	5,194 +44	+0.9%	+$4.94K	0.19%	98
2025 Q1	$554K	Buy	5,150 +13	+0.3%	+$1.65K	0.17%	102
2024 Q4	$674K	Hold	5,137	–	–	0.2%	93
2024 Q3	$552K	Hold	5,137	–	–	0.17%	102
2024 Q2	$545K	Hold	5,137	–	–	0.17%	98
2024 Q1	$627K	Hold	5,137	–	–	0.21%	94
2023 Q4	$450K	Hold	5,137	–	–	0.16%	106
2023 Q3	$384K	Hold	5,137	–	–	0.15%	109
2023 Q2	$303K	Buy	+5,137	New	+$233K	0.11%	116
2022 Q4	–	Sell	-18,996	Closed	-$502K	–	150
2022 Q3	$502K	Buy	18,996 +27	+0.1%	+$841	0.21%	89
2022 Q2	$543K	Hold	18,969	–	–	0.21%	88
2022 Q1	$821K	Hold	18,969	–	–	0.28%	73
2021 Q4	$873K	Hold	18,969	–	–	0.28%	74
2021 Q3	$897K	Sell	18,969 -13,559	-42%	-$680K	0.3%	76
2021 Q2	$1.57M	Hold	32,528	–	–	0.54%	54
2021 Q1	$1.39M	Hold	32,528	–	–	0.49%	57
2020 Q4	$1.34M	Hold	32,528	–	–	0.49%	60
2020 Q3	$952K	Hold	32,528	–	–	0.38%	67
2020 Q2	$869K	Buy	+32,528	New	+$779K	0.35%	68
2020 Q1	–	Sell	-32,528	Closed	-$897K	–	194
2019 Q4	$897K	Hold	32,528	–	–	0.35%	68
2019 Q3	$805K	Sell	32,528 -1,807	-5%	-$41.8K	0.31%	78
2019 Q2	$686K	Hold	34,335	–	–	0.3%	72
2019 Q1	$638K	Sell	34,335 -11,566	-25%	-$222K	0.28%	74
2018 Q4	$906K	Hold	45,901	–	–	0.41%	60
2018 Q3	$1.81K	Hold	45,901	–	–	0.54%	39
2018 Q2	$1.59M	Hold	45,901	–	–	0.68%	48
2018 Q1	$1.62M	Hold	45,901	–	–	0.7%	46
2017 Q4	$1.45M	Hold	45,901	–	–	0.61%	54
2017 Q3	$1.08M	Hold	45,901	–	–	0.5%	63
2017 Q2	$1.03M	Hold	45,901	–	–	0.52%	58
2017 Q1	$760K	Hold	45,901	–	–	0.39%	62
2016 Q4	$685K	Hold	45,901	–	–	0.36%	65
2016 Q3	$582K	Hold	45,901	–	–	0.32%	73
2016 Q2	$417K	Hold	45,901	–	–	0.23%	90
2016 Q1	$487K	Hold	45,901	–	–	0.28%	84
2015 Q4	$433K	Hold	45,901	–	–	0.25%	86
2015 Q3	$378K	Hold	45,901	–	–	0.23%	91
2015 Q2	$717K	Hold	45,901	–	–	0.42%	65
2015 Q1	$722K	Hold	45,901	–	–	0.41%	69
2014 Q4	$649K	Hold	45,901	–	–	0.37%	71
2014 Q3	$597K	Hold	45,901	–	–	0.35%	72
2014 Q2	$454K	Hold	45,901	–	–	0.24%	94
2014 Q1	$467K	Buy	+45,901	New	+$458K	0.26%	88

Other funds holding XPO

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Walter & Keenan Wealth Management held its XPO (XPO) position steady in Q1 2026 at 5,219 shares worth $1.02M. The position accounts for 0.29% of the portfolio, ranked #68.

Walter & Keenan Wealth Management first reported a position in XPO in Q1 2014 and has held it in 46 quarters since. The position peaked at $1.62M in Q1 2018. 669 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

Walter & Keenan Wealth Management held 5,219 shares of XPO worth $1.02M as of Q1 2026.
Walter & Keenan Wealth Management left its XPO share count unchanged in Q1 2026.
XPO made up 0.29% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #68 holding.
Walter & Keenan Wealth Management first reported a position in XPO in Q1 2014 and has held it in 46 quarters since.
Walter & Keenan Wealth Management's XPO position peaked at $1.62M in Q1 2018.
669 funds tracked by Wall St. Rank held XPO as of Q1 2026.

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