BridgePort Financial Solutions’s American Express AXP Stock Holding History

BridgePort Financial Solutions’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	$608K	Sell	2,009 -34	-2%	-$11.4K	0.17%	109
2025 Q4	$756K	Hold	2,043	–	–	0.2%	95
2025 Q3	$679K	Buy	2,043 +19	+0.9%	+$6.04K	0.18%	101
2025 Q2	$645K	Hold	2,024	–	–	0.21%	94
2025 Q1	$544K	Sell	2,024 -7	-0.3%	-$2.07K	0.25%	91
2024 Q4	$597K	Buy	+2,031	New	+$584K	0.27%	81

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

BridgePort Financial Solutions's AXP Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its American Express (AXP) stake by 1.7% in Q1 2026, selling an estimated $11.4K and leaving 2,009 shares worth $608K. The position accounts for 0.17% of the portfolio, ranked #109.

BridgePort Financial Solutions first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $756K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

BridgePort Financial Solutions held 2,009 shares of American Express worth $608K as of Q1 2026.
BridgePort Financial Solutions sold 34 American Express shares in Q1 2026, an estimated $11.4K.
American Express made up 0.17% of BridgePort Financial Solutions's portfolio in Q1 2026, its #109 holding.
BridgePort Financial Solutions first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's American Express position peaked at $756K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.