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 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

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

Boit C.F. David's AXP Position: Q1 2026 in Review

Boit C.F. David held its American Express (AXP) position steady in Q1 2026 at 1,525 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #66.

Boit C.F. David first reported a position in AXP in Q2 2021 and has held it in 19 quarters since. The position peaked at $573K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Boit C.F. David held 1,525 shares of American Express worth $461K as of Q1 2026.
Boit C.F. David left its American Express share count unchanged in Q1 2026.
American Express made up 0.2% of Boit C.F. David's portfolio in Q1 2026, its #66 holding.
Boit C.F. David first reported a position in American Express in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's American Express position peaked at $573K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.