Blume Capital Management’s American Express AXP Stock Holding History

Blume 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	$594K	Hold	1,963	–	–	0.1%	88
2025 Q4	$726K	Hold	1,963	–	–	0.13%	81
2025 Q3	$652K	Sell	1,963 -2	-0.1%	-$636	0.12%	80
2025 Q2	$627K	Buy	1,965 +2	+0.1%	+$563	0.13%	77
2025 Q1	$528K	Sell	1,963 -86	-4%	-$25.4K	0.12%	75
2024 Q4	$608K	Sell	2,049 -35	-2%	-$10.1K	0.14%	69
2024 Q3	$565K	Hold	2,084	–	–	0.13%	70
2024 Q2	$483K	Hold	2,084	–	–	0.12%	69
2024 Q1	$475K	Sell	2,084 -15	-0.7%	-$3.11K	0.11%	67
2023 Q4	$393K	Sell	2,099 -13	-0.6%	-$2.09K	0.1%	67
2023 Q3	$315K	Hold	2,112	–	–	0.09%	72
2023 Q2	$368K	Buy	2,112 +63	+3%	+$10.2K	0.11%	68
2023 Q1	$338K	Buy	2,049 +386	+23%	+$64K	0.11%	67
2022 Q4	$246K	Sell	1,663 -300	-15%	-$44.5K	0.08%	82
2022 Q3	$265K	Sell	1,963 -183	-9%	-$27.7K	0.1%	71
2022 Q2	$297K	Buy	2,146 +483	+29%	+$79.8K	0.12%	65
2022 Q1	$311K	Hold	1,663	–	–	0.1%	65
2021 Q4	$272K	Hold	1,663	–	–	0.09%	79
2021 Q3	$279K	Hold	1,663	–	–	0.1%	70
2021 Q2	$275K	Hold	1,663	–	–	0.1%	71
2021 Q1	$235K	Buy	1,663 +163	+11%	+$21.5K	0.09%	72
2020 Q4	$181K	Hold	1,500	–	–	0.08%	71
2020 Q3	$150K	Hold	1,500	–	–	0.08%	77
2020 Q2	$143K	Hold	1,500	–	–	0.08%	74
2020 Q1	$128K	Hold	1,500	–	–	0.08%	70
2019 Q4	$186K	Hold	1,500	–	–	0.09%	70
2019 Q3	$177K	Hold	1,500	–	–	0.09%	71
2019 Q2	$185K	Sell	1,500 -124	-8%	-$14.6K	0.09%	68
2019 Q1	$178K	Buy	1,624 +124	+8%	+$13K	0.09%	72
2018 Q4	$143K	Hold	1,500	–	–	0.08%	81
2018 Q3	$160K	Hold	1,500	–	–	0.08%	66
2018 Q2	$147K	Hold	1,500	–	–	0.08%	68
2018 Q1	$139K	Hold	1,500	–	–	0.08%	74
2017 Q4	$149K	Hold	1,500	–	–	0.08%	73
2017 Q3	$136K	Hold	1,500	–	–	0.07%	71
2017 Q2	$126K	Hold	1,500	–	–	0.07%	66
2017 Q1	$119K	Hold	1,500	–	–	0.07%	65
2016 Q4	$111K	Sell	1,500 -233	-13%	-$16.1K	0.07%	68
2016 Q3	$111K	Hold	1,733	–	–	0.07%	64
2016 Q2	$105K	Buy	1,733 +233	+16%	+$14.8K	0.07%	68
2016 Q1	$92K	Hold	1,500	–	–	0.06%	71
2015 Q4	$104K	Hold	1,500	–	–	0.07%	74
2015 Q3	$111K	Hold	1,500	–	–	0.09%	57
2015 Q2	$117K	Sell	1,500 -1,113	-43%	-$88.3K	0.09%	59
2015 Q1	$204K	Buy	2,613 +400	+18%	+$33.2K	0.14%	50
2014 Q4	$206K	Buy	2,213 +713	+48%	+$63.9K	0.15%	57
2014 Q3	$131K	Hold	1,500	–	–	0.1%	56
2014 Q2	$142K	Hold	1,500	–	–	0.11%	57
2014 Q1	$135K	Hold	1,500	–	–	0.11%	61
2013 Q4	$136K	Buy	+1,500	New	+$123K	0.11%	56

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

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

Blume Capital Management held its American Express (AXP) position steady in Q1 2026 at 1,963 shares worth $594K. The position accounts for 0.1% of the portfolio, ranked #88.

Blume Capital Management first reported a position in AXP in Q4 2013 and has held it in 50 quarters since. The position peaked at $726K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Blume Capital Management held 1,963 shares of American Express worth $594K as of Q1 2026.
Blume Capital Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.1% of Blume Capital Management's portfolio in Q1 2026, its #88 holding.
Blume Capital Management first reported a position in American Express in Q4 2013 and has held it in 50 quarters since.
Blume Capital Management's American Express position peaked at $726K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Blume Capital Management's 13F filing for Q1 2026, filed 1 May 2026.