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BBR Partners’s American Express AXP Stock Holding History

BBR Partners’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 		$418K Buy
1,383
+125
+10% +$41.9K 0.02% 174
2025
Q4 		$465K Sell
1,258
-20
-2% -$7.16K 0.03% 169
2025
Q3 		$424K Buy
1,278
+21
+2% +$6.68K 0.02% 173
2025
Q2 		$401K Sell
1,257
-7
-0.6% -$1.97K 0.03% 162
2025
Q1 		$340K Sell
1,264
-537
-30% -$159K 0.02% 168
2024
Q4 		$535K Buy
1,801
+546
+44% +$157K 0.04% 141
2024
Q3 		$340K Sell
1,255
-57
-4% -$14.2K 0.03% 165
2024
Q2 		$304K Sell
1,312
-68
-5% -$15.7K 0.02% 163
2024
Q1 		$314K Buy
+1,380
New +$286K 0.03% 187
2023
Q3 		– Sell
-12,769
Closed -$2.22M – 197
2023
Q2 		$2.22M Sell
12,769
-47
-0.4% -$7.58K 0.25% 41
2023
Q1 		$2.11M Buy
12,816
+47
+0.4% +$7.8K 0.24% 41
2022
Q4 		$1.89M Sell
12,769
-100
-0.8% -$14.8K 0.21% 43
2022
Q3 		$1.74M Sell
12,869
-997
-7% -$151K 0.22% 50
2022
Q2 		$1.92M Hold
13,866
– – 0.22% 50
2022
Q1 		$2.59M Sell
13,866
-9
-0.1% -$1.63K 0.24% 51
2021
Q4 		$2.27M Sell
13,875
-104
-0.7% -$17.7K 0.27% 46
2021
Q3 		$2.34M Sell
13,979
-50
-0.4% -$8.36K 0.19% 48
2021
Q2 		$2.32M Sell
14,029
-68
-0.5% -$10.7K 0.18% 48
2021
Q1 		$1.99M Sell
14,097
-889
-6% -$117K 0.16% 53
2020
Q4 		$1.81M Sell
14,986
-16,566
-53% -$1.83M 0.15% 48
2020
Q3 		$3.16M Buy
31,552
+373
+1% +$36.7K 0.27% 34
2020
Q2 		$2.97M Sell
31,179
-825
-3% -$76K 0.37% 27
2020
Q1 		$2.74M Buy
32,004
+66
+0.2% +$7.68K 0.41% 28
2019
Q4 		$3.98M Buy
31,938
+29,989
+1,539% +$3.58M 0.44% 26
2019
Q3 		$231K Buy
1,949
+36
+2% +$4.42K 0.04% 115
2019
Q2 		$236K Hold
1,913
– – 0.04% 110
2019
Q1 		$209K Sell
1,913
-1,857
-49% -$195K 0.03% 123
2018
Q4 		$359K Buy
3,770
+1,858
+97% +$194K 0.05% 105
2018
Q3 		$204K Buy
+1,912
New +$199K 0.03% 103

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

BBR Partners's AXP Position: Q1 2026 in Review

BBR Partners increased its American Express (AXP) stake by 9.9% in Q1 2026, buying an estimated $41.9K and bringing the position to 1,383 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #174.

BBR Partners first reported a position in AXP in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.98M in Q4 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • BBR Partners held 1,383 shares of American Express worth $418K as of Q1 2026.
  • BBR Partners bought 125 American Express shares in Q1 2026, an estimated $41.9K.
  • American Express made up 0.02% of BBR Partners's portfolio in Q1 2026, its #174 holding.
  • BBR Partners first reported a position in American Express in Q3 2018 and has held it in 29 quarters since.
  • BBR Partners's American Express position peaked at $3.98M in Q4 2019.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.