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Anchor Investment Management’s American Express AXP Stock Holding History

Anchor Investment Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.61M Sell
8,624
-141
-2% -$47.3K 0.22% 119
2025
Q4 		$3.24M Sell
8,765
-384
-4% -$137K 0.26% 101
2025
Q3 		$3.04M Buy
9,149
+173
+2% +$55K 0.25% 106
2025
Q2 		$2.86M Sell
8,976
-177
-2% -$49.8K 0.25% 105
2025
Q1 		$2.46M Buy
9,153
+127
+1% +$37.5K 0.23% 111
2024
Q4 		$2.68M Buy
9,026
+134
+2% +$38.5K 0.25% 106
2024
Q3 		$2.41M Sell
8,892
-10
-0.1% -$2.49K 0.23% 111
2024
Q2 		$2.06M Buy
8,902
+1,232
+16% +$285K 0.21% 116
2024
Q1 		$1.75M Buy
7,670
+25
+0.3% +$5.18K 0.18% 126
2023
Q4 		$1.43M Sell
7,645
-510
-6% -$82.1K 0.16% 143
2023
Q3 		$1.22M Sell
8,155
-41
-0.5% -$6.71K 0.16% 141
2023
Q2 		$1.43M Sell
8,196
-2,025
-20% -$327K 0.18% 131
2023
Q1 		$1.69M Sell
10,221
-48
-0.5% -$7.96K 0.23% 116
2022
Q4 		$1.52M Hold
10,269
– – 0.22% 124
2022
Q3 		$1.39M Sell
10,269
-723
-7% -$109K 0.22% 121
2022
Q2 		$1.52M Buy
10,992
+433
+4% +$71.5K 0.22% 117
2022
Q1 		$1.97M Sell
10,559
-359
-3% -$64.8K 0.25% 105
2021
Q4 		$1.79M Buy
10,918
+134
+1% +$22.9K 0.22% 110
2021
Q3 		$1.81M Buy
10,784
+605
+6% +$101K 0.25% 98
2021
Q2 		$1.68M Buy
10,179
+279
+3% +$43.7K 0.23% 108
2021
Q1 		$1.4M Buy
9,900
+1,469
+17% +$194K 0.21% 115
2020
Q4 		$1.02M Sell
8,431
-105
-1% -$11.6K 0.18% 127
2020
Q3 		$856K Sell
8,536
-430
-5% -$42.3K 0.17% 129
2020
Q2 		$854K Sell
8,966
-340
-4% -$31.3K 0.19% 127
2020
Q1 		$797K Sell
9,306
-675
-7% -$78.5K 0.21% 125
2019
Q4 		$1.24M Sell
9,981
-385
-4% -$46K 0.26% 108
2019
Q3 		$1.23M Buy
10,366
+215
+2% +$26.4K 0.28% 104
2019
Q2 		$1.25M Buy
10,151
+313
+3% +$36.8K 0.3% 95
2019
Q1 		$1.08M Sell
9,838
-850
-8% -$89.3K 0.27% 105
2018
Q4 		$1.02M Sell
10,688
-7,035
-40% -$736K 0.29% 98
2018
Q3 		$1.89M Sell
17,723
-1,220
-6% -$127K 0.43% 63
2018
Q2 		$1.86M Buy
18,943
+325
+2% +$31.9K 0.46% 60
2018
Q1 		$1.74M Sell
18,618
-150
-0.8% -$14.5K 0.45% 62
2017
Q4 		$1.86M Hold
18,768
– – 0.49% 61
2017
Q3 		$1.7M Buy
18,768
+26
+0.1% +$2.23K 0.5% 59
2017
Q2 		$1.58M Sell
18,742
-60
-0.3% -$4.75K 0.52% 56
2017
Q1 		$1.49M Sell
18,802
-195
-1% -$15.2K 0.51% 58
2016
Q4 		$1.41M Sell
18,997
-45
-0.2% -$3.12K 0.53% 56
2016
Q3 		$1.22M Buy
19,042
+3,330
+21% +$214K 0.47% 65
2016
Q2 		$955K Sell
15,712
-515
-3% -$32.6K 0.38% 77
2016
Q1 		$996K Buy
+16,227
New +$944K 0.41% 75

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Anchor Investment Management's AXP Position: Q1 2026 in Review

Anchor Investment Management reduced its American Express (AXP) stake by 1.6% in Q1 2026, selling an estimated $47.3K and leaving 8,624 shares worth $2.61M. The position accounts for 0.22% of the portfolio, ranked #119.

Anchor Investment Management first reported a position in AXP in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.24M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Anchor Investment Management held 8,624 shares of American Express worth $2.61M as of Q1 2026.
  • Anchor Investment Management sold 141 American Express shares in Q1 2026, an estimated $47.3K.
  • American Express made up 0.22% of Anchor Investment Management's portfolio in Q1 2026, its #119 holding.
  • Anchor Investment Management first reported a position in American Express in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's American Express position peaked at $3.24M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.