Beacon Investment Advisors’s American Express AXP Stock Holding History

Beacon Investment 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	$4.65M	Buy	15,385 +6,851	+80%	+$2.3M	1.76%	11
2025 Q4	$3.16M	Sell	8,534 -800	-9%	-$286K	1.27%	22
2025 Q3	$3.1M	Buy	9,334 +5	+0.1%	+$1.59K	1.27%	22
2025 Q2	$2.96M	Buy	9,329 +1	+0%	+$281	1.28%	22
2025 Q1	$2.51M	Hold	9,328	–	–	1.19%	23
2024 Q4	$2.77M	Hold	9,328	–	–	1.3%	22
2024 Q3	$2.53M	Hold	9,328	–	–	1.2%	20
2024 Q2	$2.16M	Hold	9,328	–	–	1.1%	23
2024 Q1	$2.12M	Hold	9,328	–	–	1.21%	23
2023 Q4	$1.75M	Hold	9,328	–	–	1.12%	27
2023 Q3	$1.39M	Hold	9,328	–	–	0.98%	32
2023 Q2	$1.62M	Buy	9,328 +6,138	+192%	+$990K	1.11%	27
2023 Q1	$526K	Buy	3,190 +1	+0%	+$166	0.38%	75
2022 Q4	$471K	Buy	+3,189	New	+$473K	0.39%	76

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

Beacon Investment Advisors's AXP Position: Q1 2026 in Review

Beacon Investment Advisors increased its American Express (AXP) stake by 80% in Q1 2026, buying an estimated $2.3M and bringing the position to 15,385 shares worth $4.65M. The position accounts for 1.76% of the portfolio, ranked #11.

Beacon Investment Advisors first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Beacon Investment Advisors held 15,385 shares of American Express worth $4.65M as of Q1 2026.
Beacon Investment Advisors bought 6,851 American Express shares in Q1 2026, an estimated $2.3M.
American Express made up 1.76% of Beacon Investment Advisors's portfolio in Q1 2026, its #11 holding.
Beacon Investment Advisors first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.