Front Street Capital Management, Inc. EXPD EXPEDITORS INTERNATIONAL OF WA

Ownership history in Front Street Capital Management, Inc.  ·  39 quarters on record

AI Ownership Summary

Front Street Capital Management, Inc. reported EXPEDITORS INTERNATIONAL OF WA (EXPD) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.98% in 2023 Q4. The latest visible filing shows EXPD at 0.23% 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 Front Street Capital Management, Inc.'s position in EXPEDITORS INTERNATIONAL OF WA, 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 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% 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 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 Front Street Capital Management, Inc. 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,943 +449 +4.3% 0.23% $1.6M 2026-02-14 (Est.) $146.50
2025 Q3 REDUCED 34.5% +23.9% 10,494 -5,538 -34.5% 0.20% $1.3M 2025-11-14 $137.69
2025 Q2 ADDED 16,032 +1,043 +7.0% 0.35% $1.8M 2025-08-15 $119.23
2025 Q1 REDUCED 45.8% -4.3% 14,989 -12,648 -45.8% 0.34% $1.8M 2025-05-16 $116.91
2024 Q4 REDUCED 27,637 -977 -3.4% 0.53% $3.1M 2025-02-13 $111.38
2024 Q3 REDUCED 17.1% -15.2% 28,614 -5,913 -17.1% 0.61% $3.8M 2024-11-13 $117.35
2024 Q2 REDUCED 8.9% +5.3% 34,527 -3,355 -8.9% 0.83% $4.3M 2024-08-14 $117.19
2024 Q1 REDUCED 37,882 -606 -1.6% 0.87% $4.6M 2024-05-14 $114.71
2023 Q4 REDUCED 38,488 -412 -1.1% 0.98% $4.9M 2024-02-15 $122.91
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Front Street Capital Management, Inc. and EXPD

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

How long has Front Street Capital Management, Inc. reported owning EXPD?

Front Street Capital Management, Inc. reported EXPD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EXPD position in Front Street Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for EXPD was 0.98% in 2023 Q4.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2025 Q4, when Front Street Capital Management, Inc. reported 10,943 shares, equal to 0.23% of portfolio, with an estimated market value of $1.6M.

What does the chart on this EXPD ownership page compare?

The chart compares Front Street Capital Management, Inc.'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.

How well did Front Street Capital Management, Inc. time their EXPD position?

Based on 13F filing dates vs. subsequent EXPD price moves, Front Street Capital Management, Inc. correctly timed 11 out of 37 reported position changes (30%). The annualised alpha on EXPD relative to SPY over the holding period was -1.3%.

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