Berkshire Asset Management’s American Express AXP Stock Holding History

Berkshire Asset 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	$2.62M	Buy	8,658 +95	+1%	+$31.9K	0.11%	91
2025 Q4	$3.17M	Sell	8,563 -91	-1%	-$32.6K	0.14%	83
2025 Q3	$2.87M	Buy	8,654 +164	+2%	+$52.2K	0.12%	96
2025 Q2	$2.71M	Sell	8,490 -52	-0.6%	-$14.6K	0.12%	94
2025 Q1	$2.42M	Buy	8,542 +1,097	+15%	+$324K	0.12%	97
2024 Q4	$2.39M	Sell	7,445 -1,177	-14%	-$338K	0.11%	99
2024 Q3	$2M	Hold	8,622	–	–	0.1%	100
2024 Q2	$2M	Sell	8,622 -52	-0.6%	-$12K	0.1%	101
2024 Q1	$1.98M	Buy	8,674 +2	+0%	+$415	0.1%	90
2023 Q4	$1.62M	Sell	8,672 -208	-2%	-$33.5K	0.09%	97
2023 Q3	$1.32M	Buy	8,880 +3	+0%	+$491	0.08%	103
2023 Q2	$1.55M	Buy	8,877 +1	+0%	+$161	0.09%	97
2023 Q1	$1.46M	Buy	+8,876	New	+$1.47M	0.09%	95
2022 Q4	–	Sell	-9,216	Closed	-$1.24M	–	146
2022 Q3	$1.24M	Hold	9,216	–	–	0.09%	95
2022 Q2	$1.28M	Sell	9,216 -15	-0.2%	-$2.48K	0.08%	100
2022 Q1	$1.73M	Hold	9,231	–	–	0.11%	81
2021 Q4	$1.51M	Sell	9,231 -500	-5%	-$85.3K	0.09%	101
2021 Q3	$1.63M	Sell	9,731 -195	-2%	-$32.6K	0.11%	95
2021 Q2	$1.64M	Sell	9,926 -402	-4%	-$63K	0.11%	97
2021 Q1	$1.46M	Sell	10,328 -91	-0.9%	-$12K	0.11%	98
2020 Q4	$1.26M	Buy	10,419 +588	+6%	+$65.1K	0.1%	100
2020 Q3	$986K	Sell	9,831 -400	-4%	-$39.4K	0.1%	90
2020 Q2	$974K	Sell	10,231 -402	-4%	-$37K	0.09%	92
2020 Q1	$910K	Buy	10,633 +880	+9%	+$102K	0.09%	107
2019 Q4	$1.21M	Sell	9,753 -459	-4%	-$54.9K	0.1%	94
2019 Q3	$1.21M	Buy	10,212 +174	+2%	+$21.3K	0.1%	102
2019 Q2	$1.24M	Hold	10,038	–	–	0.1%	101
2019 Q1	$1.1M	Hold	10,038	–	–	0.09%	108
2018 Q4	$957K	Sell	10,038 -416	-4%	-$43.5K	0.09%	107
2018 Q3	$1.11M	Buy	10,454 +45	+0.4%	+$4.68K	0.09%	104
2018 Q2	$1.02M	Hold	10,409	–	–	0.1%	102
2018 Q1	$971K	Sell	10,409 -415	-4%	-$40.2K	0.09%	104
2017 Q4	$1.07M	Hold	10,824	–	–	0.1%	97
2017 Q3	$979K	Hold	10,824	–	–	0.11%	97
2017 Q2	$912K	Hold	10,824	–	–	0.1%	98
2017 Q1	$856K	Buy	10,824 +53	+0.5%	+$4.14K	0.1%	100
2016 Q4	$798K	Sell	10,771 -138	-1%	-$9.55K	0.1%	98
2016 Q3	$699K	Buy	10,909 +160	+1%	+$10.3K	0.1%	106
2016 Q2	$653K	Hold	10,749	–	–	0.1%	102
2016 Q1	$660K	Sell	10,749 -19	-0.2%	-$1.1K	0.1%	92
2015 Q4	$749K	Hold	10,768	–	–	0.12%	91
2015 Q3	$798K	Hold	10,768	–	–	0.14%	90
2015 Q2	$837K	Sell	10,768 -1,267	-11%	-$101K	0.14%	90
2015 Q1	$940K	Buy	12,035 +223	+2%	+$18.5K	0.16%	87
2014 Q4	$1.1M	Sell	11,812 -1,085	-8%	-$97.3K	0.19%	82
2014 Q3	$1.13M	Sell	12,897 -100	-0.8%	-$9K	0.21%	80
2014 Q2	$1.23M	Buy	12,997 +185	+1%	+$16.7K	0.23%	79
2014 Q1	$1.15M	Hold	12,812	–	–	0.22%	77
2013 Q4	$1.16M	Buy	+12,812	New	+$1.05M	0.22%	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

Berkshire Asset Management's AXP Position: Q1 2026 in Review

Berkshire Asset Management increased its American Express (AXP) stake by 1.1% in Q1 2026, buying an estimated $31.9K and bringing the position to 8,658 shares worth $2.62M. The position accounts for 0.11% of the portfolio, ranked #91.

Berkshire Asset Management first reported a position in AXP in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.17M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Berkshire Asset Management held 8,658 shares of American Express worth $2.62M as of Q1 2026.
Berkshire Asset Management bought 95 American Express shares in Q1 2026, an estimated $31.9K.
American Express made up 0.11% of Berkshire Asset Management's portfolio in Q1 2026, its #91 holding.
Berkshire Asset Management first reported a position in American Express in Q4 2013 and has held it in 49 quarters since.
Berkshire Asset Management's American Express position peaked at $3.17M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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