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Calton & Associates’s American Express AXP Stock Holding History

Calton & 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 		$521K Buy
+1,724
New +$578K 0.07% 231
2025
Q4 		– Sell
-2,169
Closed -$720K – 451
2025
Q3 		$720K Buy
2,169
+61
+3% +$19.4K 0.11% 177
2025
Q2 		$673K Buy
2,108
+88
+4% +$24.8K 0.12% 167
2025
Q1 		$543K Buy
2,020
+1,272
+170% +$376K 0.12% 156
2024
Q4 		$222K Sell
748
-1,164
-61% -$334K 0.1% 178
2024
Q3 		$519K Buy
+1,912
New +$476K 0.2% 112
2022
Q2 		– Sell
-1,357
Closed -$253K – 248
2022
Q1 		$253K Buy
1,357
+14
+1% +$2.53K 0.08% 287
2021
Q4 		$219K Sell
1,343
-236
-15% -$40.2K 0.06% 332
2021
Q3 		$264K Buy
1,579
+149
+10% +$24.9K 0.06% 311
2021
Q2 		$237K Sell
1,430
-45
-3% -$7.05K 0.05% 343
2021
Q1 		$209K Buy
+1,475
New +$195K 0.04% 368
2020
Q1 		– Sell
-2,079
Closed -$259K – 311
2019
Q4 		$259K Buy
+2,079
New +$248K 0.05% 290
2019
Q2 		– Sell
-1,846
Closed -$202K – 284
2019
Q1 		$202K Buy
+1,846
New +$194K 0.06% 243
2018
Q1 		– Sell
-7,757
Closed -$760K – 409
2017
Q4 		$760K Buy
+7,757
New +$739K 0.19% 97

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Calton & Associates's AXP Position: Q1 2026 in Review

Calton & Associates opened a new position in American Express (AXP) in Q1 2026: 1,724 shares worth $521K. The stake represents 0.07% of the portfolio and ranks #231 among its holdings. This is a return to the name: Calton & Associates previously reported a position in AXP as recently as Q3 2025.

Calton & Associates first reported a position in AXP in Q4 2017 and has held it in 14 quarters since. The position peaked at $760K in Q4 2017. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Calton & Associates held 1,724 shares of American Express worth $521K as of Q1 2026.
  • American Express was a new Calton & Associates position in Q1 2026.
  • American Express made up 0.07% of Calton & Associates's portfolio in Q1 2026, its #231 holding.
  • Calton & Associates first reported a position in American Express in Q4 2017 and has held it in 14 quarters since.
  • Calton & Associates's American Express position peaked at $760K in Q4 2017.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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