Beaton Management Company’s American Express AXP Stock Holding History

Beaton Management Company’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	$1.23M	Buy	+4,071	New	+$1.36M	0.55%	53
2021 Q4	–	Sell	-4,456	Closed	-$747K	–	144
2021 Q3	$747K	Sell	4,456 -2,747	-38%	-$459K	0.49%	60
2021 Q2	$969K	Buy	7,203 +2,747	+62%	+$430K	0.62%	52
2021 Q1	$630K	Hold	4,456	–	–	0.44%	67
2020 Q4	$539K	Sell	4,456 -2,897	-39%	-$321K	0.4%	69
2020 Q3	$685K	Hold	7,353	–	–	0.57%	58
2020 Q2	$656K	Buy	7,353 +2,797	+61%	+$258K	0.58%	57
2020 Q1	$390K	Hold	4,556	–	–	0.39%	72
2019 Q4	$567K	Sell	4,556 -100	-2%	-$12K	0.44%	66
2019 Q3	$551K	Sell	4,656 -2,971	-39%	-$364K	0.45%	67
2019 Q2	$836K	Buy	7,627 +2,971	+64%	+$349K	0.69%	48
2019 Q1	$509K	Sell	4,656 -2,971	-39%	-$312K	0.44%	68
2018 Q4	$666K	Buy	7,627 +2,971	+64%	+$311K	0.65%	51
2018 Q3	$496K	Hold	4,656	–	–	0.41%	71
2018 Q2	$456K	Hold	4,656	–	–	0.41%	68
2018 Q1	$434K	Hold	4,656	–	–	0.4%	72
2017 Q4	$462K	Hold	4,656	–	–	0.42%	68
2017 Q3	$421K	Hold	4,656	–	–	0.4%	70
2017 Q2	$392K	Buy	+4,656	New	+$368K	0.39%	73

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

Beaton Management Company's AXP Position: Q1 2026 in Review

Beaton Management Company opened a new position in American Express (AXP) in Q1 2026: 4,071 shares worth $1.23M. The stake represents 0.55% of the portfolio and ranks #53 among its holdings. This is a return to the name: Beaton Management Company previously reported a position in AXP as recently as Q3 2021.

Beaton Management Company first reported a position in AXP in Q2 2017 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Beaton Management Company held 4,071 shares of American Express worth $1.23M as of Q1 2026.
American Express was a new Beaton Management Company position in Q1 2026.
American Express made up 0.55% of Beaton Management Company's portfolio in Q1 2026, its #53 holding.
Beaton Management Company first reported a position in American Express in Q2 2017 and has held it in 19 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.