Phillips Wealth Planners LLC
Position in EXPD — Expeditors International Of Washington Inc
CIK 1962628
STARKVILLE, MS
Position in EXPD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$290,756
+$33,515 QoQ
Shares Held
1,784
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#647
of 949 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Phillips Wealth Planners LLC holds $598,249 across 2 Integrated Freight & Logistics names. EXPD ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
982 | $307,493 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
This page
|
1,784 | $290,756 |
All Filings in EXPD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,756 | 1,784 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $257,241 | 1,796 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $312,324 | 2,096 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $324,986 | 2,651 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||