EXPD β€” EXPEDITORS INTL WASH INC

Ownership history in Trinity Legacy Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

Trinity Legacy Partners, LLC reported EXPEDITORS INTL WASH INC (EXPD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.2% in 2025 Q4. The latest visible filing shows EXPD at 1.10% 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.

What this EXPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trinity Legacy Partners, 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
2026 Q1

EXPD was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 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 Trinity Legacy Partners, LLC held EXPD β€” position size vs. price
% of Fund (quarterly)    EXPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 35,151 -58 -0.2% 1.10% $5.1M 2026-04-16 $147.01
2025 Q4 ADDED 35,209 +27 +0.1% 1.20% $5.2M 2026-01-26 $158.84
2025 Q3 ADDED 35,182 +877 +2.6% 0.99% $4.3M 2025-11-04 $135.02
2025 Q2 ADDED 34,305 +384 +1.1% 0.94% $3.9M 2025-07-21 $111.95
2025 Q1 INITIATED 33,921 β€” β€” 0.99% $3.9M 2025-05-14 $112.89

FAQ About Trinity Legacy Partners, 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 Trinity Legacy Partners, LLC reported owning EXPD?

Trinity Legacy Partners, LLC reported EXPD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EXPD position in Trinity Legacy Partners, LLC's portfolio?

The largest reported portfolio weight for EXPD was 1.20% in 2025 Q4.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2026 Q1, when Trinity Legacy Partners, LLC reported 35,151 shares, equal to 1.10% of portfolio, with an estimated market value of $5.1M.

What does the chart on this EXPD ownership page compare?

The chart compares Trinity Legacy Partners, 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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