Bollard Group’s American Express AXP Stock Holding History

Bollard 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	$262K	Buy	865 +1	+0.1%	+$335	0.01%	165
2025 Q4	$320K	Buy	+864	New	+$309K	0.01%	151
2023 Q3	–	Sell	-25	Closed	-$4K	–	390
2023 Q2	$4K	Buy	+25	New	+$4.03K	﹤0.01%	422
2022 Q3	–	Sell	-171	Closed	-$24K	–	281
2022 Q2	$24K	Sell	171 -532	-76%	-$87.9K	﹤0.01%	249
2022 Q1	$132K	Buy	703 +1	+0.1%	+$181	﹤0.01%	260
2021 Q4	$115K	Buy	702 +2	+0.3%	+$341	﹤0.01%	275
2021 Q3	$117K	Buy	700 +2	+0.3%	+$334	﹤0.01%	274
2021 Q2	$115K	Buy	698 +2	+0.3%	+$313	﹤0.01%	266
2021 Q1	$98K	Hold	696	–	–	﹤0.01%	280
2020 Q4	$84K	Hold	696	–	–	﹤0.01%	288
2020 Q3	$70K	Hold	696	–	–	﹤0.01%	290
2020 Q2	$66K	Buy	696 +528	+314%	+$48.6K	﹤0.01%	305
2020 Q1	$14K	Hold	168	–	–	﹤0.01%	202
2019 Q4	$21K	Buy	168 +1	+0.6%	+$120	﹤0.01%	203
2019 Q3	$20K	Hold	167	–	–	﹤0.01%	212
2019 Q2	$21K	Buy	167 +1	+0.6%	+$117	﹤0.01%	223
2019 Q1	$18K	Hold	166	–	–	﹤0.01%	234
2018 Q4	$16K	Buy	166 +1	+0.6%	+$105	﹤0.01%	238
2018 Q3	$18K	Buy	165 +1	+0.6%	+$104	﹤0.01%	240
2018 Q2	$16K	Hold	164	–	–	﹤0.01%	238
2018 Q1	$15K	Buy	164 +1	+0.6%	+$97	﹤0.01%	241
2017 Q4	$16K	Hold	163	–	–	﹤0.01%	231
2017 Q3	$15K	Buy	163 +1	+0.6%	+$86	﹤0.01%	241
2017 Q2	$14K	Buy	162 +1	+0.6%	+$79	﹤0.01%	248
2017 Q1	$13K	Hold	161	–	–	﹤0.01%	251
2016 Q4	$12K	Buy	161 +1	+0.6%	+$69	﹤0.01%	251
2016 Q3	$10K	Buy	160 +1	+0.6%	+$64	﹤0.01%	244
2016 Q2	$10K	Buy	159 +1	+0.6%	+$63	﹤0.01%	243
2016 Q1	$10K	Hold	158	–	–	﹤0.01%	244
2015 Q4	$11K	Sell	158 -13,164	-99%	-$958K	﹤0.01%	245
2015 Q3	$988K	Buy	13,322 +48	+0.4%	+$3.69K	0.08%	139
2015 Q2	$1.03M	Buy	13,274 +43	+0.3%	+$3.41K	0.08%	137
2015 Q1	$1.03M	Buy	13,231 +40	+0.3%	+$3.32K	0.08%	139
2014 Q4	$1.23M	Buy	13,191 +36	+0.3%	+$3.23K	0.11%	112
2014 Q3	$1.15M	Buy	13,155 +155	+1%	+$14K	0.11%	130
2014 Q2	$1.23M	Hold	13,000	–	–	0.12%	123
2014 Q1	$1.17M	Hold	13,000	–	–	0.12%	100
2013 Q4	$1.18M	Hold	13,000	–	–	0.13%	92
2013 Q3	$982K	Buy	13,000 +9,845	+312%	+$741K	0.12%	93
2013 Q2	$236K	Buy	+3,155	New	+$224K	0.05%	134

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

Bollard Group's AXP Position: Q1 2026 in Review

Bollard Group increased its American Express (AXP) stake by 0.12% in Q1 2026, buying an estimated $335 and bringing the position to 865 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #165.

Bollard Group first reported a position in AXP in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.23M in Q2 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Bollard Group held 865 shares of American Express worth $262K as of Q1 2026.
Bollard Group bought 1 American Express share in Q1 2026, an estimated $335.
American Express made up 0.01% of Bollard Group's portfolio in Q1 2026, its #165 holding.
Bollard Group first reported a position in American Express in Q2 2013 and has held it in 40 quarters since.
Bollard Group's American Express position peaked at $1.23M in Q2 2014.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.