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Canandaigua National Trust of Florida’s American Express AXP Stock Holding History

Canandaigua National Trust of Florida’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 		– Sell
-932
Closed -$345K – 111
2025
Q4 		$345K Buy
+932
New +$334K 0.22% 96
2025
Q3 		– Sell
-934
Closed -$298K – 108
2025
Q2 		$298K Buy
+934
New +$263K 0.21% 102
2025
Q1 		– Sell
-1,216
Closed -$361K – 105
2024
Q4 		$361K Buy
+1,216
New +$349K 0.28% 83

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canandaigua National Trust of Florida's AXP Position: Q1 2026 in Review

Canandaigua National Trust of Florida sold out of American Express (AXP) in Q1 2026, closing a stake of 932 shares — an estimated $345K sold.

Canandaigua National Trust of Florida first reported a position in AXP in Q4 2024 and held it in 3 quarters. The position peaked at $361K in Q4 2024. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Canandaigua National Trust of Florida reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Canandaigua National Trust of Florida sold 932 American Express shares in Q1 2026, an estimated $345K.
  • Canandaigua National Trust of Florida first reported a position in American Express in Q4 2024 and held it in 3 quarters.
  • Canandaigua National Trust of Florida's American Express position peaked at $361K in Q4 2024.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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