AE Wealth Management LLC
Position in EXPD — Expeditors International Of Washington Inc
CIK 1697723
TOPEKA, KS
Position in EXPD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,088,861
+$178,928 QoQ
Shares Held
6,681
+5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#426
of 949 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPD Over Time
Shares Held
Position Value (USD)
Derivatives in EXPD
reported options exposure · as of Mar 31, 2021CallValue
$8,000
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $26,074,499 across 6 Integrated Freight & Logistics names. EXPD ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
98,477 | $10,586,265 | |
| 2 | CHRW |
C. H. Robinson Worldwide, Inc.
|
54,689 | $10,300,102 | |
| 3 | FDX |
Fedex Corp
|
8,317 | $2,604,278 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
This page
|
6,681 | $1,088,861 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
3,355 | $971,023 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,470 | $523,970 |
All Filings in EXPD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,861 | 6,681 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $909,933 | 6,353 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $776,039 | 5,208 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $634,885 | 5,179 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $547,024 | 4,788 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $818,901 | 6,810 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $708,926 | 6,400 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $810,211 | 6,166 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $1,116,943 | 8,781 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,047,718 | 9,140 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,165,270 | 9,620 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,064,860 | 9,670 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $716,944 | 6,899 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $593,443 | 6,720 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $590,022 | 6,054 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $533,956 | 5,176 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $604,573 | 4,502 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $526,673 | 4,421 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $546,025 | 4,313 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $560,849 | 5,208 | Shares | Sole | 2021-04-27 | |
| 2021-03-31 | $8,000 | 700 | Call | Sole | 2021-04-27 | |
| 2020-12-31 | $578,173 | 6,079 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $485,549 | 5,364 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $401,187 | 5,276 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $349,946 | 5,245 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||