Bedell Frazier Investment Counselling’s American Express AXP Stock Holding History

Bedell Frazier Investment Counselling’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	$242K	Sell	800 -10	-1%	-$3.35K	0.05%	120
2025 Q4	$300K	Buy	810 +10	+1%	+$3.58K	0.06%	115
2025 Q3	$266K	Hold	800	–	–	0.05%	116
2025 Q2	$255K	Sell	800 -1	-0.1%	-$281	0.06%	100
2025 Q1	$216K	Buy	801 +1	+0.1%	+$296	0.05%	100
2024 Q4	$237K	Hold	800	–	–	0.06%	103
2024 Q3	$217K	Buy	+800	New	+$199K	0.05%	96
2016 Q1	–	Sell	-73,894	Closed	-$5.14M	–	46
2015 Q4	$5.14M	Buy	73,894 +8,380	+13%	+$610K	2.55%	18
2015 Q3	$4.86M	Buy	+65,514	New	+$5.04M	2.81%	17

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 $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bedell Frazier Investment Counselling's AXP Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its American Express (AXP) stake by 1.2% in Q1 2026, selling an estimated $3.35K and leaving 800 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #120.

Bedell Frazier Investment Counselling first reported a position in AXP in Q3 2015 and has held it in 9 quarters since. The position peaked at $5.14M in Q4 2015. 2,893 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Bedell Frazier Investment Counselling held 800 shares of American Express worth $242K as of Q1 2026.
Bedell Frazier Investment Counselling sold 10 American Express shares in Q1 2026, an estimated $3.35K.
American Express made up 0.05% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #120 holding.
Bedell Frazier Investment Counselling first reported a position in American Express in Q3 2015 and has held it in 9 quarters since.
Bedell Frazier Investment Counselling's American Express position peaked at $5.14M in Q4 2015.
2,893 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.