Boit C.F. David’s American Express AXP Stock Holding History

Boit C.F. David’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 Q3	$464K	Hold	1,525	–	–	0.19%	64
2026 Q2	$516K	Hold	1,525	–	–	0.22%	62
2026 Q1	$461K	Hold	1,525	–	–	0.2%	66
2025 Q4	$573K	Hold	1,525	–	–	0.25%	58
2025 Q3	$507K	Hold	1,525	–	–	0.23%	62
2025 Q2	$48.6K	Hold	1,525	–	–	0.02%	109
2025 Q1	$410K	Hold	1,525	–	–	0.21%	68
2024 Q4	$453K	Hold	1,525	–	–	0.18%	67
2024 Q3	$413K	Hold	1,525	–	–	0.2%	68
2024 Q2	$353K	Hold	1,525	–	–	0.18%	69
2024 Q1	$353K	Hold	1,525	–	–	0.19%	68
2023 Q4	$284K	Buy	1,525 +1,125	+281%	+$181K	0.16%	75
2023 Q3	$59.8K	Hold	400	–	–	0.04%	88
2023 Q2	$69.7K	Hold	400	–	–	0.05%	92
2023 Q1	$66K	Hold	400	–	–	0.05%	92
2022 Q4	$59.1K	Hold	400	–	–	0.04%	90
2022 Q3	$54K	Buy	+400	New	+$60.5K	0.04%	89
2022 Q1	$75K	Hold	400	–	–	0.05%	90
2021 Q4	$65K	Hold	400	–	–	0.04%	97
2021 Q3	$70K	Hold	400	–	–	0.05%	97
2021 Q2	$66K	Buy	+400	New	+$62.6K	0.05%	85

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Boit C.F. David's AXP Position: Q3 2026 in Review

Boit C.F. David held its American Express (AXP) position steady in Q3 2026 at 1,525 shares worth $464K. The position accounts for 0.19% of the portfolio, ranked #64.

Boit C.F. David first reported a position in AXP in Q2 2021 and has held it in 21 quarters since. The position peaked at $573K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Boit C.F. David held 1,525 shares of American Express worth $464K as of Q3 2026.
Boit C.F. David left its American Express share count unchanged in Q3 2026.
American Express made up 0.19% of Boit C.F. David's portfolio in Q3 2026, its #64 holding.
Boit C.F. David first reported a position in American Express in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's American Express position peaked at $573K in Q4 2025.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.