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Annis Gardner Whiting Capital Advisors’s American Express AXP Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$320K Buy
1,058
+44
+4% +$14.8K 0.05% 245
2025
Q4 		$375K Buy
1,014
+205
+25% +$73.4K 0.07% 216
2025
Q3 		$269K Sell
809
-16
-2% -$5.09K 0.06% 242
2025
Q2 		$263K Buy
825
+232
+39% +$65.3K 0.09% 187
2025
Q1 		$160K Sell
593
-19
-3% -$5.62K 0.07% 206
2024
Q4 		$182K Buy
612
+113
+23% +$32.5K 0.05% 211
2024
Q3 		$135K Sell
499
-652
-57% -$162K 0.04% 246
2024
Q2 		$267K Buy
1,151
+27
+2% +$6.25K 0.08% 188
2024
Q1 		$256K Buy
1,124
+655
+140% +$136K 0.09% 163
2023
Q4 		$87.9K Buy
469
+3
+0.6% +$483 0.04% 234
2023
Q3 		$69.5K Buy
+466
New +$76.2K 0.04% 254

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

Annis Gardner Whiting Capital Advisors's AXP Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its American Express (AXP) stake by 4.3% in Q1 2026, buying an estimated $14.8K and bringing the position to 1,058 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #245.

Annis Gardner Whiting Capital Advisors first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. The position peaked at $375K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 1,058 shares of American Express worth $320K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 44 American Express shares in Q1 2026, an estimated $14.8K.
  • American Express made up 0.05% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #245 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's American Express position peaked at $375K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.