Bleakley Financial Group’s American Express AXP Stock Holding History

Bleakley Financial Group’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	$5.79M	Sell	19,150 -2,796	-13%	-$937K	0.09%	188
2025 Q4	$8.12M	Buy	21,946 +6,274	+40%	+$2.25M	0.14%	117
2025 Q3	$5.21M	Sell	15,672 -119	-0.8%	-$37.9K	0.12%	150
2025 Q2	$5.04M	Buy	15,791 +3,321	+27%	+$935K	0.13%	152
2025 Q1	$3.36M	Buy	12,470 +229	+2%	+$67.7K	0.11%	176
2024 Q4	$3.63M	Sell	12,241 -168	-1%	-$48.3K	0.11%	158
2024 Q3	$3.37M	Buy	12,409 +297	+2%	+$74K	0.1%	170
2024 Q2	$2.8M	Sell	12,112 -775	-6%	-$179K	0.08%	228
2024 Q1	$2.93M	Buy	12,887 +525	+4%	+$109K	0.08%	225
2023 Q4	$2.32M	Sell	12,362 -205	-2%	-$33K	0.07%	253
2023 Q3	$1.87M	Sell	12,567 -1,213	-9%	-$198K	0.07%	273
2023 Q2	$2.4M	Sell	13,780 -429	-3%	-$69.2K	0.07%	226
2023 Q1	$2.34M	Buy	14,209 +843	+6%	+$140K	0.08%	221
2022 Q4	$1.97M	Buy	+13,366	New	+$1.98M	0.07%	246

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

Bleakley Financial Group's AXP Position: Q1 2026 in Review

Bleakley Financial Group reduced its American Express (AXP) stake by 13% in Q1 2026, selling an estimated $937K and leaving 19,150 shares worth $5.79M. The position accounts for 0.09% of the portfolio, ranked #188.

Bleakley Financial Group first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.12M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Bleakley Financial Group held 19,150 shares of American Express worth $5.79M as of Q1 2026.
Bleakley Financial Group sold 2,796 American Express shares in Q1 2026, an estimated $937K.
American Express made up 0.09% of Bleakley Financial Group's portfolio in Q1 2026, its #188 holding.
Bleakley Financial Group first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Bleakley Financial Group's American Express position peaked at $8.12M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.