Boyar Asset Management’s American Express AXP Stock Holding History

Boyar Asset 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	$1.29M	Sell	4,251 -7	-0.2%	-$2.35K	0.73%	36
2025 Q4	$1.58M	Hold	4,258	–	–	1%	25
2025 Q3	$1.41M	Sell	4,258 -500	-11%	-$159K	0.89%	27
2025 Q2	$1.52M	Hold	4,758	–	–	0.99%	27
2025 Q1	$1.28M	Sell	4,758 -27	-0.6%	-$7.98K	0.93%	31
2024 Q4	$1.42M	Hold	4,785	–	–	0.94%	28
2024 Q3	$1.3M	Hold	4,785	–	–	0.84%	33
2024 Q2	$1.11M	Hold	4,785	–	–	0.76%	36
2024 Q1	$1.09M	Buy	4,785 +503	+12%	+$104K	0.71%	38
2023 Q4	$802K	Sell	4,282 -602	-12%	-$96.9K	0.6%	40
2023 Q3	$729K	Sell	4,884 -574	-11%	-$93.9K	0.57%	40
2023 Q2	$951K	Sell	5,458 -34	-0.6%	-$5.49K	0.7%	38
2023 Q1	$906K	Buy	5,492 +100	+2%	+$16.6K	0.7%	37
2022 Q4	$797K	Sell	5,392 -100	-2%	-$14.8K	0.65%	39
2022 Q3	$741K	Buy	5,492 +325	+6%	+$49.2K	0.61%	42
2022 Q2	$716K	Sell	5,167 -701	-12%	-$116K	0.59%	40
2022 Q1	$1.1M	Sell	5,868 -100	-2%	-$18.1K	0.7%	37
2021 Q4	$976K	Hold	5,968	–	–	0.59%	42
2021 Q3	$1M	Hold	5,968	–	–	0.66%	41
2021 Q2	$986K	Hold	5,968	–	–	0.64%	43
2021 Q1	$844K	Sell	5,968 -101	-2%	-$13.3K	0.57%	46
2020 Q4	$734K	Hold	6,069	–	–	0.55%	46
2020 Q3	$608K	Hold	6,069	–	–	0.51%	45
2020 Q2	$578K	Hold	6,069	–	–	0.54%	43
2020 Q1	$520K	Hold	6,069	–	–	0.58%	39
2019 Q4	$755K	Sell	6,069 -301	-5%	-$36K	0.55%	43
2019 Q3	$753K	Hold	6,370	–	–	0.57%	42
2019 Q2	$786K	Hold	6,370	–	–	0.58%	43
2019 Q1	$696K	Hold	6,370	–	–	0.52%	46
2018 Q4	$607K	Hold	6,370	–	–	0.5%	46
2018 Q3	$678K	Hold	6,370	–	–	0.46%	48
2018 Q2	$624K	Hold	6,370	–	–	0.46%	46
2018 Q1	$594K	Hold	6,370	–	–	0.43%	46
2017 Q4	$633K	Buy	6,370 +51	+0.8%	+$4.86K	0.45%	46
2017 Q3	$572K	Sell	6,319 -100	-2%	-$8.59K	0.43%	49
2017 Q2	$541K	Sell	6,419 -201	-3%	-$15.9K	0.4%	53
2017 Q1	$524K	Sell	6,620 -501	-7%	-$39.2K	0.39%	52
2016 Q4	$528K	Buy	7,121 +201	+3%	+$13.9K	0.53%	49
2016 Q3	$443K	Hold	6,920	–	–	0.35%	55
2016 Q2	$420K	Hold	6,920	–	–	0.33%	54
2016 Q1	$425K	Hold	6,920	–	–	0.33%	54
2015 Q4	$481K	Hold	6,920	–	–	0.38%	53
2015 Q3	$513K	Hold	6,920	–	–	0.44%	51
2015 Q2	$538K	Hold	6,920	–	–	0.41%	52
2015 Q1	$541K	Hold	6,920	–	–	0.41%	53
2014 Q4	$644K	Hold	6,920	–	–	0.5%	48
2014 Q3	$606K	Sell	6,920 -161	-2%	-$14.5K	0.47%	52
2014 Q2	$672K	Sell	7,081 -602	-8%	-$54.3K	0.53%	50
2014 Q1	$692K	Sell	7,683 -201	-3%	-$18K	0.56%	49
2013 Q4	$715K	Hold	7,884	–	–	0.59%	46
2013 Q3	$595K	Hold	7,884	–	–	0.57%	44
2013 Q2	$589K	Buy	+7,884	New	+$561K	0.59%	44

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

Boyar Asset Management's AXP Position: Q1 2026 in Review

Boyar Asset Management reduced its American Express (AXP) stake by 0.16% in Q1 2026, selling an estimated $2.35K and leaving 4,251 shares worth $1.29M. The position accounts for 0.73% of the portfolio, ranked #36.

Boyar Asset Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.58M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Boyar Asset Management held 4,251 shares of American Express worth $1.29M as of Q1 2026.
Boyar Asset Management sold 7 American Express shares in Q1 2026, an estimated $2.35K.
American Express made up 0.73% of Boyar Asset Management's portfolio in Q1 2026, its #36 holding.
Boyar Asset Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Boyar Asset Management's American Express position peaked at $1.58M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.