Bellwether Advisors’s American Express AXP Stock Holding History

Bellwether 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	$289K	Sell	954 -55	-5%	-$18.4K	0.05%	135
2025 Q4	$373K	Buy	+1,009	New	+$361K	0.06%	95
2025 Q3	–	Sell	-941	Closed	-$300K	–	166
2025 Q2	$300K	Buy	941 +62	+7%	+$17.4K	0.05%	104
2025 Q1	$236K	Hold	879	–	–	0.05%	113
2024 Q4	$261K	Hold	879	–	–	0.05%	116
2024 Q3	$238K	Buy	+879	New	+$219K	0.05%	108
2023 Q2	–	Sell	-814	Closed	-$134K	–	114
2023 Q1	$134K	Hold	814	–	–	0.04%	144
2022 Q4	$120K	Sell	814 -2,651	-77%	-$393K	0.03%	147
2022 Q3	$467K	Sell	3,465 -258	-7%	-$39.1K	0.15%	73
2022 Q2	$516K	Buy	3,723 +2,857	+330%	+$472K	0.17%	79
2022 Q1	$161K	Hold	866	–	–	0.05%	142
2021 Q4	$141K	Hold	866	–	–	0.04%	136
2021 Q3	$145K	Hold	866	–	–	0.05%	158
2021 Q2	$143K	Hold	866	–	–	0.05%	139
2021 Q1	$124K	Sell	866 -22,222	-96%	-$2.94M	0.05%	129
2020 Q4	$2.79M	Buy	+23,088	New	+$2.56M	1.23%	24

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

Bellwether Advisors's AXP Position: Q1 2026 in Review

Bellwether Advisors reduced its American Express (AXP) stake by 5.5% in Q1 2026, selling an estimated $18.4K and leaving 954 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #135.

Bellwether Advisors first reported a position in AXP in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.79M in Q4 2020. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Bellwether Advisors held 954 shares of American Express worth $289K as of Q1 2026.
Bellwether Advisors sold 55 American Express shares in Q1 2026, an estimated $18.4K.
American Express made up 0.05% of Bellwether Advisors's portfolio in Q1 2026, its #135 holding.
Bellwether Advisors first reported a position in American Express in Q4 2020 and has held it in 16 quarters since.
Bellwether Advisors's American Express position peaked at $2.79M in Q4 2020.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.