EXPD β€” EXPEDITORS INTL WASH INC

Ownership history in Boomfish Wealth Group, LLC  Β·  9 quarters on record

AI Ownership Summary

Boomfish Wealth Group, LLC reported EXPEDITORS INTL WASH INC (EXPD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.61% in 2025 Q4. The latest visible filing shows EXPD at 1.61% 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.

What this EXPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boomfish Wealth Group, 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 Q4

EXPD was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2025 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 Q4

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.

How Boomfish Wealth Group, LLC held EXPD β€” position size vs. price
% of Fund (quarterly)    EXPD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20,214 -781 -3.7% 1.61% $3.0M 2026-02-14 (Est.) $146.50
2025 Q3 ADDED 20,995 +862 +4.3% 1.39% $2.6M 2025-10-29 $116.95
2025 Q2 ADDED 20,133 +693 +3.6% 1.33% $2.3M 2025-07-24 $116.23
2025 Q1 ADDED 19,440 +594 +3.2% 1.52% $2.3M 2025-04-18 $105.42
2024 Q4 ADDED 18,846 +794 +4.4% 1.27% $2.1M 2025-01-23 $112.92
2024 Q3 ADDED 18,052 +680 +3.9% 1.45% $2.4M 2024-10-15 $119.17
2024 Q2 REDUCED 17,372 -136 -0.8% 1.40% $2.2M 2024-07-19 $118.04
2024 Q1 ADDED 17,508 +2,600 +17.4% 1.43% $2.1M 2024-05-03 $112.21
2023 Q4 INITIATED 14,908 β€” β€” 1.37% $1.9M 2024-02-09 $124.32

FAQ About Boomfish Wealth Group, 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 Boomfish Wealth Group, LLC reported owning EXPD?

Boomfish Wealth Group, LLC reported EXPD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EXPD position in Boomfish Wealth Group, LLC's portfolio?

The largest reported portfolio weight for EXPD was 1.61% in 2025 Q4.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2025 Q4, when Boomfish Wealth Group, LLC reported 20,214 shares, equal to 1.61% of portfolio, with an estimated market value of $3.0M.

What does the chart on this EXPD ownership page compare?

The chart compares Boomfish Wealth Group, 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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