J. W. Coons Advisors, LLC EXPD — EXPEDITORS INTL WASH INC

Ownership history in J. W. Coons Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

J. W. Coons Advisors, LLC reported EXPEDITORS INTL WASH INC (EXPD) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.22% in 2023 Q4. The latest visible filing shows EXPD at 0.09% 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 J. W. Coons Advisors, 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 Q1

EXPD was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% 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 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.

EXPD stock page J. W. Coons Advisors, LLC fund profile J. W. Coons Advisors, LLC full holdings
How J. W. Coons Advisors, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 38.5% -4.3% ✅ 2,789 -1,745 -38.5% 0.09% $335K 2025-05-06 $104.90
2024 Q4 REDUCED — — — 4,534 -130 -2.8% 0.13% $502K 2025-02-04 $111.10
2024 Q3 REDUCED — — — 4,664 -20 -0.4% 0.15% $613K 2024-11-07 $117.83
2024 Q2 UNCHANGED — — — 4,684 — 0% 0.14% $585K 2024-07-30 $122.72
2024 Q1 REDUCED 26.0% +0.0% ❌ 4,684 -1,645 -26.0% 0.13% $569K 2024-05-08 $114.04
2023 Q4 REDUCED 6.6% -6.4% ✅ 6,329 -450 -6.6% 0.22% $805K 2024-02-12 $123.53
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXPD

As of 2026 Q1 — sorted by position size

Cairn Investment Group, Inc. 3Y 3.18% Lakeside Advisors, INC. 3Y 2.94% L. Roy Papp & Associates, LLP 3Y 7Y 2.65% Chapman Investment Management, LLC 3Y 2.35% JLB & ASSOCIATES INC 3Y 7Y 2.23% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.21% Midway Capital Research & Management 2.19% Brendel Financial Advisors LLC 3Y 7Y 1.95% Greenfield Seitz Capital Management, LLC 1.88% Diversified Investment Strategies, LLC 3Y 7Y 1.58%

FAQ About J. W. Coons Advisors, 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 J. W. Coons Advisors, LLC reported owning EXPD?

J. W. Coons Advisors, LLC reported EXPD across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported EXPD position in J. W. Coons Advisors, LLC's portfolio?

The largest reported portfolio weight for EXPD was 0.22% in 2023 Q4.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2025 Q1, when J. W. Coons Advisors, LLC reported 2,789 shares, equal to 0.09% of portfolio, with an estimated market value of $335K.

What does the chart on this EXPD ownership page compare?

The chart compares J. W. Coons Advisors, 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.

How well did J. W. Coons Advisors, LLC time their EXPD position?

Based on 13F filing dates vs. subsequent EXPD price moves, J. W. Coons Advisors, LLC correctly timed 11 out of 16 reported position changes (69%). The annualised alpha on EXPD relative to SPY over the holding period was -6.2%.

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