Canandaigua National Corp’s American Express AXP Stock Holding History

Canandaigua National Corp’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	$3.21M	Buy	+10,625	New	+$3.56M	0.29%	74
2022 Q4	$2.38M	Sell	16,095 -1,445	-8%	-$214K	0.4%	73
2022 Q3	$2.37M	Sell	17,540 -467	-3%	-$70.7K	0.42%	69
2022 Q2	$2.5M	Buy	18,007 +808	+5%	+$133K	0.44%	67
2022 Q1	$3.22M	Sell	17,199 -87	-0.5%	-$15.7K	0.49%	62
2021 Q4	$2.83M	Buy	17,286 +5,344	+45%	+$911K	0.42%	68
2021 Q3	$2M	Buy	11,942 +446	+4%	+$74.6K	0.33%	91
2021 Q2	$1.9M	Sell	11,496 -181	-2%	-$28.3K	0.31%	94
2021 Q1	$1.65M	Sell	11,677 -6,351	-35%	-$839K	0.28%	97
2020 Q4	$2.18M	Buy	18,028 +5,854	+48%	+$648K	0.38%	81
2020 Q3	$1.22M	Sell	12,174 -1,847	-13%	-$182K	0.22%	114
2020 Q2	$1.33M	Buy	+14,021	New	+$1.29M	0.25%	104

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

Canandaigua National Corp's AXP Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in American Express (AXP) in Q1 2026: 10,625 shares worth $3.21M. The stake represents 0.29% of the portfolio and ranks #74 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in AXP as recently as Q4 2022.

Canandaigua National Corp first reported a position in AXP in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.22M in Q1 2022. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Canandaigua National Corp held 10,625 shares of American Express worth $3.21M as of Q1 2026.
American Express was a new Canandaigua National Corp position in Q1 2026.
American Express made up 0.29% of Canandaigua National Corp's portfolio in Q1 2026, its #74 holding.
Canandaigua National Corp first reported a position in American Express in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's American Express position peaked at $3.22M in Q1 2022.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.