Becker Capital Management’s American Express AXP Stock Holding History

Becker Capital Management’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	$244K	Sell	808 -11	-1%	-$3.69K	0.01%	278
2025 Q4	$303K	Buy	819 +4	+0.5%	+$1.43K	0.01%	269
2025 Q3	$271K	Hold	815	–	–	0.01%	268
2025 Q2	$260K	Hold	815	–	–	0.01%	261
2025 Q1	$219K	Sell	815 -30	-4%	-$8.87K	0.01%	264
2024 Q4	$251K	Sell	845 -3,626	-81%	-$1.04M	0.01%	251
2024 Q3	$1.21M	Hold	4,471	–	–	0.04%	158
2024 Q2	$1.04M	Sell	4,471 -20	-0.4%	-$4.63K	0.04%	156
2024 Q1	$1.02M	Buy	+4,491	New	+$931K	0.04%	162
2023 Q4	–	Sell	-6,008	Closed	-$896K	–	265
2023 Q3	$896K	Sell	6,008 -235	-4%	-$38.4K	0.04%	161
2023 Q2	$1.09M	Sell	6,243 -20	-0.3%	-$3.23K	0.04%	155
2023 Q1	$1.03M	Buy	6,263 +75	+1%	+$12.4K	0.04%	159
2022 Q4	$914K	Hold	6,188	–	–	0.04%	124
2022 Q3	$835K	Hold	6,188	–	–	0.04%	128
2022 Q2	$858K	Sell	6,188 -4	-0.1%	-$661	0.04%	132
2022 Q1	$1.16M	Sell	6,192 -26	-0.4%	-$4.7K	0.05%	126
2021 Q4	$1.02M	Sell	6,218 -1,030	-14%	-$176K	0.04%	132
2021 Q3	$1.21M	Sell	7,248 -38	-0.5%	-$6.35K	0.05%	124
2021 Q2	$1.2M	Buy	7,286 +144	+2%	+$22.6K	0.05%	119
2021 Q1	$1.01M	Buy	7,142 +45	+0.6%	+$5.95K	0.05%	128
2020 Q4	$858K	Sell	7,097 -175	-2%	-$19.4K	0.04%	127
2020 Q3	$729K	Sell	7,272 -36	-0.5%	-$3.54K	0.04%	123
2020 Q2	$696K	Sell	7,308 -911	-11%	-$83.9K	0.04%	115
2020 Q1	$704K	Sell	8,219 -350	-4%	-$40.7K	0.04%	113
2019 Q4	$1.07M	Sell	8,569 -225	-3%	-$26.9K	0.04%	107
2019 Q3	$1.04M	Hold	8,794	–	–	0.04%	100
2019 Q2	$1.09M	Sell	8,794 -65	-0.7%	-$7.63K	0.04%	99
2019 Q1	$968K	Buy	8,859 +256	+3%	+$26.9K	0.04%	108
2018 Q4	$820K	Sell	8,603 -525	-6%	-$54.9K	0.03%	109
2018 Q3	$972K	Sell	9,128 -866	-9%	-$90.1K	0.03%	106
2018 Q2	$979K	Sell	9,994 -32,764	-77%	-$3.22M	0.03%	101
2018 Q1	$3.99M	Sell	42,758 -385,071	-90%	-$37.3M	0.13%	84
2017 Q4	$42.5M	Sell	427,829 -28,680	-6%	-$2.73M	1.4%	30
2017 Q3	$41.3M	Sell	456,509 -213	-0%	-$18.3K	1.42%	26
2017 Q2	$38.5M	Buy	456,722 +317	+0.1%	+$25.1K	1.38%	33
2017 Q1	$36.1M	Sell	456,405 -5,405	-1%	-$423K	1.31%	38
2016 Q4	$34.2M	Sell	461,810 -54,595	-11%	-$3.78M	1.27%	41
2016 Q3	$33.1M	Buy	516,405 +17,470	+4%	+$1.12M	1.3%	40
2016 Q2	$30.3M	Buy	498,935 +12,260	+3%	+$777K	1.24%	40
2016 Q1	$29.9M	Buy	486,675 +435,745	+856%	+$25.3M	1.29%	40
2015 Q4	$3.54M	Buy	+50,930	New	+$3.71M	0.16%	80

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

Becker Capital Management's AXP Position: Q1 2026 in Review

Becker Capital Management reduced its American Express (AXP) stake by 1.3% in Q1 2026, selling an estimated $3.69K and leaving 808 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #278.

Becker Capital Management first reported a position in AXP in Q4 2015 and has held it in 41 quarters since. The position peaked at $42.5M in Q4 2017. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Becker Capital Management held 808 shares of American Express worth $244K as of Q1 2026.
Becker Capital Management sold 11 American Express shares in Q1 2026, an estimated $3.69K.
American Express made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #278 holding.
Becker Capital Management first reported a position in American Express in Q4 2015 and has held it in 41 quarters since.
Becker Capital Management's American Express position peaked at $42.5M in Q4 2017.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.