EXPD β€” EXPEDITORS INTL WASH INC COM

Ownership history in ROWLANDMILLER & PARTNERS.ADV  Β·  20 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported EXPEDITORS INTL WASH INC COM (EXPD) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2023 Q4. The latest visible filing shows EXPD at 0.35% 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 ROWLANDMILLER & PARTNERS.ADV's position in EXPEDITORS INTL WASH INC 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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% 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 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 ROWLANDMILLER & PARTNERS.ADV held EXPD β€” position size vs. price
% of Fund (quarterly)    EXPD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,031 -390 -3.1% 0.35% $2K 2026-05-15 (Est.) $144.31
2025 Q4 REDUCED 12,421 -130 -1.0% 0.36% $1.9M 2026-02-12 $140.56
2025 Q3 REDUCED 12,551 -100 -0.8% 0.30% $1.5M 2025-10-01 $120.89
2025 Q2 UNCHANGED 12,651 β€” 0% 0.30% $1.4M 2025-07-01 $117.36
2025 Q1 REDUCED 12,651 -270 -2.1% 0.32% $1.5M 2025-04-15 $108.71
2024 Q4 REDUCED 12,921 -125 -1.0% 0.30% $1.4M 2025-02-04 $111.10
2024 Q3 REDUCED 13,046 -150 -1.1% 0.35% $1.7M 2024-10-23 $117.35
2024 Q2 REDUCED 13,196 -375 -2.8% 0.36% $1.6M 2024-07-29 $122.23
2024 Q1 REDUCED 13,571 -1,150 -7.8% 0.35% $1.6M 2024-04-08 $115.46
2023 Q4 REDUCED 14,721 -185 -1.2% 0.43% $1.9M 2024-01-03 $124.24
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EXPD

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.36%

FAQ About ROWLANDMILLER & PARTNERS.ADV and EXPD

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning EXPD?

ROWLANDMILLER & PARTNERS.ADV reported EXPD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EXPD position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for EXPD was 0.43% in 2023 Q4.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 12,031 shares, equal to 0.35% of portfolio, with an estimated market value of $2K.

What does the chart on this EXPD ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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