Venturi Wealth Management, LLC
Position in EXPD — Expeditors International Of Washington Inc
CIK 1666363
AUSTIN, TX
Position in EXPD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$387,892
+$48,294 QoQ
Shares Held
2,380
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#589
of 949 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EXPD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,529,392 across 3 Integrated Freight & Logistics names. EXPD ranks #3 (15.3% of the industry book) .
All Filings in EXPD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,892 | 2,380 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $339,598 | 2,371 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $390,704 | 2,622 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $315,424 | 2,573 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $295,222 | 2,584 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $355,458 | 2,956 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $281,466 | 2,541 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $339,800 | 2,586 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $257,940 | 2,067 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $118,287 | 973 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $125,291 | 985 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $111,993 | 977 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $148,020 | 1,222 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $135,447 | 1,230 | Shares | Other | 2023-05-02 | |
| 2022-03-31 | $216,739 | 2,101 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $305,912 | 2,278 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $274,236 | 2,302 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $427,401 | 3,376 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $514,434 | 4,777 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $485,345 | 5,103 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $498,493 | 5,507 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $211,162 | 2,777 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||