EXPD EXPEDITORS INTL OF WASHINGTON

Ownership history in Douglas Lane & Associates, LLC  ·  41 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported EXPEDITORS INTL OF WASHINGTON (EXPD) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows EXPD at 0.32% 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 Douglas Lane & Associates, LLC's position in EXPEDITORS INTL OF WASHINGTON, 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
2026 Q1

EXPD was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q1

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 2026 Q1

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 Douglas Lane & Associates, LLC held EXPD — position size vs. price
% of Fund (quarterly)    EXPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 153,740 -1,230 -0.8% 0.32% $22.0M 2026-04-15 $144.02
2025 Q4 ADDED 154,970 +2,895 +1.9% 0.32% $23.1M 2026-01-22 $160.80
2025 Q3 ADDED 152,075 +16,270 +12.0% 0.26% $18.6M 2025-10-10 $112.54
2025 Q2 ADDED 135,805 +4,166 +3.2% 0.22% $15.5M 2025-07-07 $115.56
2025 Q1 ADDED 131,639 +1,640 +1.3% 0.23% $15.8M 2025-04-09 $108.61
2024 Q4 REDUCED 129,999 -1,586 -1.2% 0.20% $14.4M 2025-01-08 $111.53
2024 Q3 REDUCED 131,585 -1,534 -1.2% 0.24% $17.3M 2024-10-10 $119.19
2024 Q2 REDUCED 133,119 -2,777 -2.0% 0.24% $16.6M 2024-07-08 $117.76
2024 Q1 REDUCED 135,896 -1,788 -1.3% 0.23% $16.5M 2024-04-11 $115.92
2023 Q4 REDUCED 137,684 -846 -0.6% 0.27% $17.5M 2024-01-17 $123.54
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Douglas Lane & Associates, 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 Douglas Lane & Associates, LLC reported owning EXPD?

Douglas Lane & Associates, LLC reported EXPD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EXPD position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for EXPD was 0.32% in 2026 Q1.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 153,740 shares, equal to 0.32% of portfolio, with an estimated market value of $22.0M.

What does the chart on this EXPD ownership page compare?

The chart compares Douglas Lane & Associates, 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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