JLB & ASSOCIATES INC EXPD — EXPEDITORS INT'L COM

Ownership history in JLB & ASSOCIATES INC  ·  96 quarters on record

AI Ownership Summary

JLB & ASSOCIATES INC reported EXPEDITORS INT'L COM (EXPD) in 96 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.23% in 2026 Q1. The latest visible filing shows EXPD at 2.23% 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 JLB & ASSOCIATES INC's position in EXPEDITORS INT'L COM, 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 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.23% 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.

EXPD stock page JLB & ASSOCIATES INC fund profile JLB & ASSOCIATES INC full holdings
How JLB & ASSOCIATES 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 108,675 -2,277 -2.1% 2.23% $15.6M 2026-05-04 $139.71
2025 Q4 REDUCED — — — 110,952 -2,065 -1.8% 2.23% $16.5M 2026-02-03 $162.22
2025 Q3 REDUCED — — — 113,017 -464 -0.4% 1.82% $13.9M 2025-11-14 (Est.) $137.69
2025 Q2 REDUCED — — — 113,481 -1,627 -1.4% 1.81% $13.0M 2025-08-14 (Est.) $119.24
2025 Q1 ADDED — — — 115,108 +86 +0.1% 1.93% $13.8M 2025-05-15 (Est.) $113.62
2024 Q4 REDUCED — — — 115,022 -279 -0.2% 1.73% $12.7M 2025-02-14 (Est.) $112.28
2024 Q3 REDUCED — — — 115,301 -1,096 -0.9% 1.95% $15.2M 2024-11-14 (Est.) $118.79
2024 Q2 ADDED — — — 116,397 +893 +0.8% 1.96% $14.5M 2024-08-14 (Est.) $117.19
2024 Q1 REDUCED — — — 115,504 -1,104 -0.9% 1.87% $14.0M 2024-05-15 (Est.) $114.99
2023 Q4 REDUCED — — — 116,608 -226 -0.2% 2.13% $14.8M 2024-02-14 (Est.) $122.74
86 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

SW Investment Management LLC 3Y 12.71% Drystone LLC 3Y 6.89% 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% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.21% Midway Capital Research & Management 2.19% Tandem Investment Advisors, Inc. 3Y 7Y 2.1% Long Road Investment Counsel, LLC 3Y 7Y 2.08%

FAQ About JLB & ASSOCIATES 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 JLB & ASSOCIATES INC reported owning EXPD?

JLB & ASSOCIATES INC reported EXPD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EXPD position in JLB & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for EXPD was 2.23% in 2026 Q1.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2026 Q1, when JLB & ASSOCIATES INC reported 108,675 shares, equal to 2.23% of portfolio, with an estimated market value of $15.6M.

What does the chart on this EXPD ownership page compare?

The chart compares JLB & ASSOCIATES 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 JLB & ASSOCIATES INC time their EXPD position?

Based on 13F filing dates vs. subsequent EXPD price moves, JLB & ASSOCIATES INC correctly timed 48 out of 91 reported position changes (53%). The annualised alpha on EXPD relative to SPY over the holding period was +-0.0%.

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