EXPD β€” EXPEDITORS INTL WASH INC

Ownership history in Apollon Wealth Management, LLC  Β·  17 quarters on record

AI Ownership Summary

Apollon Wealth Management, LLC reported EXPEDITORS INTL WASH INC (EXPD) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows EXPD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apollon Wealth Management, LLC's position in EXPEDITORS INTL WASH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EXPD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXPD stock page Apollon Wealth Management, LLC fund profile Apollon Wealth Management, LLC full holdings
How Apollon Wealth Management, LLC held EXPD β€” position size vs. price
% of Fund (quarterly)    EXPD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,840 -489 -21.0% 0.00% $226K 2025-10-17 $119.29
2025 Q2 ADDED 2,329 +360 +18.3% 0.01% $266K 2025-07-25 $116.09
2025 Q1 ADDED 1,969 +240 +13.9% 0.01% $237K 2025-05-02 $111.23
2024 Q3 REDUCED 1,729 -64 -3.6% 0.01% $227K 2024-11-05 $119.83
2024 Q2 REDUCED 1,793 -454 -20.2% 0.01% $224K 2024-07-19 $118.04
2024 Q1 REDUCED 2,247 -551 -19.7% 0.01% $273K 2024-05-02 $111.19
2023 Q4 REDUCED 2,798 -4,013 -58.9% 0.01% $356K 2024-02-06 $123.00
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EXPD

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.36% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.35%

FAQ About Apollon Wealth Management, LLC and EXPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apollon Wealth Management, LLC reported owning EXPD?

Apollon Wealth Management, LLC reported EXPD across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EXPD position in Apollon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EXPD was 0.01% in 2023 Q4.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2025 Q3, when Apollon Wealth Management, LLC reported 1,840 shares, equal to 0.00% of portfolio, with an estimated market value of $226K.

What does the chart on this EXPD ownership page compare?

The chart compares Apollon Wealth Management, LLC's quarterly EXPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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