Bank of Montreal’s American Express AXP Stock Holding History

Bank of Montreal’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
2025 Q1	–	Sell	-4,800	Closed	-$1.42M	–	3490
2024 Q4	$1.42M	Buy	+4,800	New	+$1.38M	﹤0.01%	1701
2021 Q2	–	Sell	-200,000	Closed	-$29.4M	–	3744
2021 Q1	$29.4M	Sell	200,000 -216,000	-52%	-$28.5M	0.02%	556
2020 Q4	$50.4M	Buy	+416,000	New	+$46.1M	0.03%	422
2019 Q2	–	Sell	-60,000	Closed	-$6.56M	–	4851
2019 Q1	$6.56M	Buy	+60,000	New	+$6.31M	0.01%	1019
2014 Q2	–	Sell	-25	Closed	-$2K	–	4665
2014 Q1	$2K	Buy	+25	New	+$2.23K	﹤0.01%	3887

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of Montreal's AXP Position: Q1 2026 in Review

Bank of Montreal reduced its American Express (AXP) stake by 4.6% in Q1 2026, selling an estimated $15.2M and leaving 942,481 shares worth $285M. The position accounts for 0.11% of the portfolio, ranked #166.

Bank of Montreal first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $372M in Q2 2019. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Bank of Montreal held 942,481 shares of American Express worth $285M as of Q1 2026.
Bank of Montreal sold 45,401 American Express shares in Q1 2026, an estimated $15.2M.
American Express made up 0.11% of Bank of Montreal's portfolio in Q1 2026, its #166 holding.
Bank of Montreal first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's American Express position peaked at $372M in Q2 2019.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.