Bartlett & Co Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.4M | Sell |
101,208
-1,330
| -1% | -$446K | 0.41% | 53 |
|
|
2025
Q4 | $37.9M | Buy |
102,538
+1,369
| +1% | +$490K | 0.5% | 51 |
|
|
2025
Q3 | $33.6M | Sell |
101,169
-432
| -0.4% | -$137K | 0.44% | 56 |
|
|
2025
Q2 | $32.4M | Sell |
101,601
-158
| -0.2% | -$44.5K | 0.45% | 56 |
|
|
2025
Q1 | $27.4M | Buy |
101,759
+435
| +0.4% | +$129K | 0.4% | 61 |
|
|
2024
Q4 | $30.1M | Buy |
101,324
+648
| +0.6% | +$186K | 0.44% | 57 |
|
|
2024
Q3 | $27.3M | Sell |
100,676
-259
| -0.3% | -$64.5K | 0.39% | 58 |
|
|
2024
Q2 | $23.4M | Sell |
100,935
-1,911
| -2% | -$443K | 0.35% | 60 |
|
|
2024
Q1 | $23.4M | Buy |
102,846
+1,028
| +1% | +$213K | 0.36% | 62 |
|
|
2023
Q4 | $19.1M | Sell |
101,818
-2,229
| -2% | -$359K | 0.31% | 68 |
|
|
2023
Q3 | $15.5M | Sell |
104,047
-457
| -0.4% | -$74.8K | 0.28% | 74 |
|
|
2023
Q2 | $18.2M | Buy |
104,504
+7,341
| +8% | +$1.18M | 0.31% | 71 |
|
|
2023
Q1 | $16M | Sell |
97,163
-600
| -0.6% | -$99.5K | 0.31% | 72 |
|
|
2022
Q4 | $14.4M | Buy |
97,763
+178
| +0.2% | +$26.4K | 0.29% | 76 |
|
|
2022
Q3 | $13.2M | Sell |
97,585
-345
| -0.4% | -$52.2K | 0.28% | 76 |
|
|
2022
Q2 | $13.6M | Sell |
97,930
-5,095
| -5% | -$842K | 0.28% | 78 |
|
|
2022
Q1 | $19.3M | Buy |
103,025
+5,000
| +5% | +$903K | 0.34% | 71 |
|
|
2021
Q4 | $16M | Hold |
98,025
| – | – | 0.27% | 76 |
|
|
2021
Q3 | $16.4M | Sell |
98,025
-4,745
| -5% | -$793K | 0.31% | 73 |
|
|
2021
Q2 | $17M | Sell |
102,770
-450
| -0.4% | -$70.5K | 0.32% | 71 |
|
|
2021
Q1 | $14.6M | Sell |
103,220
-417
| -0.4% | -$55.1K | 0.29% | 75 |
|
|
2020
Q4 | $12.5M | Sell |
103,637
-29
| -0% | -$3.21K | 0.27% | 78 |
|
|
2020
Q3 | $10.4M | Sell |
103,666
-517
| -0.5% | -$50.9K | 0.24% | 80 |
|
|
2020
Q2 | $9.92M | Sell |
104,183
-1,030
| -1% | -$94.8K | 0.26% | 81 |
|
|
2020
Q1 | $9.01M | Sell |
105,213
-2,521
| -2% | -$293K | 0.27% | 83 |
|
|
2019
Q4 | $13.4M | Buy |
107,734
+68
| +0.1% | +$8.13K | 0.33% | 76 |
|
|
2019
Q3 | $12.7M | Buy |
107,666
+48,393
| +82% | +$5.93M | 0.33% | 78 |
|
|
2019
Q2 | $7.32M | Buy |
59,273
+7,754
| +15% | +$911K | 0.27% | 75 |
|
|
2019
Q1 | $5.63M | Sell |
51,519
-11,200
| -18% | -$1.18M | 0.22% | 83 |
|
|
2018
Q4 | $5.98M | Buy |
62,719
+1,860
| +3% | +$195K | 0.25% | 77 |
|
|
2018
Q3 | $6.48M | Sell |
60,859
-30
| -0% | -$3.12K | 0.24% | 82 |
|
|
2018
Q2 | $5.97M | Hold |
60,889
| – | – | 0.24% | 78 |
|
|
2018
Q1 | $5.68M | Buy |
+60,889
| New | +$5.9M | 0.23% | 80 |
|
Other funds holding AXP
VCM
VPM
Bartlett & Co Wealth Management's AXP Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its American Express (AXP) stake by 1.3% in Q1 2026, selling an estimated $446K and leaving 101,208 shares worth $32.4M. The position accounts for 0.41% of the portfolio, ranked #53.
Bartlett & Co Wealth Management first reported a position in AXP in Q1 2018 and has held it in 33 quarters since. The position peaked at $37.9M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Bartlett & Co Wealth Management held 101,208 shares of American Express worth $32.4M as of Q1 2026.
- Bartlett & Co Wealth Management sold 1,330 American Express shares in Q1 2026, an estimated $446K.
- American Express made up 0.41% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #53 holding.
- Bartlett & Co Wealth Management first reported a position in American Express in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's American Express position peaked at $37.9M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.