Cannell & Spears’s American Express AXP Stock Holding History

Cannell & Spears’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	$2.25M	Buy	7,426 +297	+4%	+$99.6K	0.04%	188
2025 Q4	$2.64M	Sell	7,129 -730	-9%	-$261K	0.05%	178
2025 Q3	$2.61M	Sell	7,859 -250	-3%	-$79.5K	0.05%	176
2025 Q2	$2.59M	Sell	8,109 -135	-2%	-$38K	0.05%	177
2025 Q1	$2.22M	Buy	8,244 +21	+0.3%	+$6.21K	0.05%	182
2024 Q4	$2.44M	Buy	8,223 +16	+0.2%	+$4.6K	0.05%	179
2024 Q3	$2.23M	Buy	8,207 +194	+2%	+$48.3K	0.04%	175
2024 Q2	$1.86M	Buy	8,013 +20	+0.3%	+$4.63K	0.04%	179
2024 Q1	$1.82M	Buy	7,993 +1,735	+28%	+$360K	0.04%	186
2023 Q4	$1.17M	Buy	6,258 +393	+7%	+$63.3K	0.09%	85
2023 Q3	$875K	Buy	5,865 +13	+0.2%	+$2.13K	0.08%	98
2023 Q2	$1.02M	Hold	5,852	–	–	0.08%	94
2023 Q1	$965K	Buy	5,852 +150	+3%	+$24.9K	0.09%	94
2022 Q4	$842K	Hold	5,702	–	–	0.08%	97
2022 Q3	$769K	Hold	5,702	–	–	0.08%	97
2022 Q2	$790K	Hold	5,702	–	–	0.07%	106
2022 Q1	$1.07M	Hold	5,702	–	–	0.08%	99
2021 Q4	$933K	Hold	5,702	–	–	0.06%	107
2021 Q3	$955K	Sell	5,702 -151	-3%	-$25.2K	0.07%	98
2021 Q2	$967K	Hold	5,853	–	–	0.07%	102
2021 Q1	$828K	Sell	5,853 -75	-1%	-$9.91K	0.06%	101
2020 Q4	$717K	Buy	5,928 +17	+0.3%	+$1.88K	0.06%	104
2020 Q3	$593K	Hold	5,911	–	–	0.06%	116
2020 Q2	$563K	Hold	5,911	–	–	0.06%	111
2020 Q1	$506K	Buy	5,911 +296	+5%	+$34.4K	0.06%	110
2019 Q4	$699K	Buy	5,615 +63	+1%	+$7.53K	0.07%	87
2019 Q3	$657K	Hold	5,552	–	–	0.08%	85
2019 Q2	$685K	Hold	5,552	–	–	0.08%	83
2019 Q1	$607K	Hold	5,552	–	–	0.08%	88
2018 Q4	$529K	Hold	5,552	–	–	0.08%	90
2018 Q3	$591K	Hold	5,552	–	–	0.07%	92
2018 Q2	$544K	Hold	5,552	–	–	0.07%	93
2018 Q1	$518K	Hold	5,552	–	–	0.07%	96
2017 Q4	$551K	Hold	5,552	–	–	0.07%	96
2017 Q3	$502K	Hold	5,552	–	–	0.06%	92
2017 Q2	$468K	Hold	5,552	–	–	0.06%	85
2017 Q1	$439K	Sell	5,552 -675	-11%	-$52.8K	0.06%	86
2016 Q4	$461K	Sell	6,227 -3	-0%	-$208	0.06%	84
2016 Q3	$399K	Hold	6,230	–	–	0.05%	88
2016 Q2	$379K	Hold	6,230	–	–	0.05%	85
2016 Q1	$383K	Sell	6,230 -6,275	-50%	-$365K	0.05%	87
2015 Q4	$870K	Sell	12,505 -350	-3%	-$25.5K	0.1%	63
2015 Q3	$953K	Hold	12,855	–	–	0.11%	66
2015 Q2	$999K	Buy	12,855 +6,625	+106%	+$526K	0.11%	67
2015 Q1	$487K	Hold	6,230	–	–	0.06%	95
2014 Q4	$580K	Hold	6,230	–	–	0.06%	92
2014 Q3	$545K	Buy	6,230 +55	+0.9%	+$4.95K	0.07%	90
2014 Q2	$586K	Hold	6,175	–	–	0.07%	88
2014 Q1	$556K	Buy	6,175 +600	+11%	+$53.6K	0.07%	72
2013 Q4	$506K	Hold	5,575	–	–	0.06%	71
2013 Q3	$421K	Sell	5,575 -75	-1%	-$5.64K	0.05%	76
2013 Q2	$422K	Buy	+5,650	New	+$402K	0.06%	64

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

Cannell & Spears's AXP Position: Q1 2026 in Review

Cannell & Spears increased its American Express (AXP) stake by 4.2% in Q1 2026, buying an estimated $99.6K and bringing the position to 7,426 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #188.

Cannell & Spears first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.64M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Cannell & Spears held 7,426 shares of American Express worth $2.25M as of Q1 2026.
Cannell & Spears bought 297 American Express shares in Q1 2026, an estimated $99.6K.
American Express made up 0.04% of Cannell & Spears's portfolio in Q1 2026, its #188 holding.
Cannell & Spears first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Cannell & Spears's American Express position peaked at $2.64M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.