Borer Denton & Associates’s American Express AXP Stock Holding History

Borer Denton & Associates’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	$798K	Sell	2,637 -50	-2%	-$16.8K	0.28%	42
2025 Q4	$994K	Hold	2,687	–	–	0.34%	39
2025 Q3	$892K	Hold	2,687	–	–	0.29%	41
2025 Q2	$857K	Hold	2,687	–	–	0.3%	41
2025 Q1	$723K	Sell	2,687 -50	-2%	-$14.8K	0.26%	43
2024 Q4	$812K	Sell	2,737 -50	-2%	-$14.4K	0.28%	42
2024 Q3	$756K	Buy	2,787 +125	+5%	+$31.1K	0.26%	42
2024 Q2	$616K	Sell	2,662 -1,000	-27%	-$232K	0.22%	44
2024 Q1	$834K	Buy	3,662 +135	+4%	+$28K	0.3%	39
2023 Q4	$661K	Buy	3,527 +464	+15%	+$74.7K	0.25%	40
2023 Q3	$457K	Buy	3,063 +11	+0.4%	+$1.8K	0.19%	44
2023 Q2	$532K	Hold	3,052	–	–	0.21%	43
2023 Q1	$503K	Buy	3,052 +7	+0.2%	+$1.16K	0.21%	43
2022 Q4	$450K	Hold	3,045	–	–	0.2%	47
2022 Q3	$411K	Sell	3,045 -250	-8%	-$37.8K	0.2%	46
2022 Q2	$457K	Hold	3,295	–	–	0.22%	45
2022 Q1	$616K	Buy	+3,295	New	+$595K	0.26%	42

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

Borer Denton & Associates's AXP Position: Q1 2026 in Review

Borer Denton & Associates reduced its American Express (AXP) stake by 1.9% in Q1 2026, selling an estimated $16.8K and leaving 2,637 shares worth $798K. The position accounts for 0.28% of the portfolio, ranked #42.

Borer Denton & Associates first reported a position in AXP in Q1 2022 and has held it in 17 quarters since. The position peaked at $994K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Borer Denton & Associates held 2,637 shares of American Express worth $798K as of Q1 2026.
Borer Denton & Associates sold 50 American Express shares in Q1 2026, an estimated $16.8K.
American Express made up 0.28% of Borer Denton & Associates's portfolio in Q1 2026, its #42 holding.
Borer Denton & Associates first reported a position in American Express in Q1 2022 and has held it in 17 quarters since.
Borer Denton & Associates's American Express position peaked at $994K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Borer Denton & Associates's 13F filing for Q1 2026, filed 12 May 2026.