SEC 13F Intelligence

Eads & Heald Wealth Management / EXPD

Eads & Heald Wealth Management’s Expeditors Intl Wash Inc Position

Does Eads & Heald Wealth Management own Expeditors Intl Wash Inc (EXPD)? Yes — 17.6K shares worth $3M (+1.26% of its 13F portfolio) as of Q1 2026, down from 17.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
17.6K
% of Portfolio
+1.26%
Quarters Held
30
currently held

Position History EXPD

Reported value by quarter
Q4 ’18: $658,000Q4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2,457Q4 ’22Q1 ’23: $2,546Q2 ’23: $2,659Q3 ’23: $2,504Q4 ’23: $2,747Q4 ’23Q1 ’24: $2,455Q2 ’24: $2,466Q3 ’24: $2,460Q4 ’24: $2,109Q4 ’24Q1 ’25: $2,246Q2 ’25: $2,096Q3 ’25: $2,238Q4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.6K$3M+1.26%
Q4 202517.9K$3M+1.29%
Q3 202518.3K$2,238+1.07%
Q2 202518.3K$2,096+1.04%
Q1 202518.7K$2,246+1.14%
Q4 202419.0K$2,109+1.04%
Q3 202418.7K$2,460+1.17%
Q2 202419.8K$2,466+1.19%
Q1 202420.2K$2,455+1.14%
Q4 202321.6K$2,747+1.32%
Q3 202321.8K$2,504+1.31%
Q2 202321.9K$2,659+1.31%
Q1 202323.1K$2,546+1.26%
Q4 202223.6K$2,457+1.25%
Q3 202223.7K$2M+1.19%
Q2 202223.4K$2M+1.23%
Q1 202223.4K$2M+1.12%
Q4 202123.2K$3M+1.35%
Q3 202123.3K$3M+1.34%
Q2 202123.4K$3M+1.45%
Q1 202125.2K$3M+1.39%
Q4 202025.2K$2M+1.29%
Q3 202024.7K$2M+1.34%
Q2 202026.9K$2M+1.24%
Q1 202027.5K$2M+1.29%
Q4 201927.9K$2M+1.15%
Q3 201928.0K$2M+1.16%
Q2 201924.8K$2M+1.06%
Q1 201924.8K$2M+1.09%
Q4 20189.7K$658,000+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eads & Heald Wealth Management’s full portfolio or all institutional holders of EXPD.