Clean Yield Group’s American Express AXP Stock Holding History

Clean Yield Group’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	$931K	Sell	3,079 -16	-0.5%	-$5.37K	0.26%	72
2025 Q4	$1.14M	Hold	3,095	–	–	0.32%	68
2025 Q3	$1.03M	Hold	3,095	–	–	0.29%	69
2025 Q2	$987K	Hold	3,095	–	–	0.3%	67
2025 Q1	$833K	Hold	3,095	–	–	0.27%	74
2024 Q4	$919K	Sell	3,095 -40	-1%	-$11.5K	0.29%	72
2024 Q3	$850K	Buy	3,135 +45	+1%	+$11.2K	0.27%	72
2024 Q2	$715K	Buy	3,090 +58	+2%	+$13.4K	0.27%	67
2024 Q1	$690K	Sell	3,032 -100	-3%	-$20.7K	0.27%	68
2023 Q4	$587K	Hold	3,132	–	–	0.25%	67
2023 Q3	$475K	Hold	3,132	–	–	0.21%	79
2023 Q2	$546K	Hold	3,132	–	–	0.22%	73
2023 Q1	$517K	Hold	3,132	–	–	0.22%	78
2022 Q4	$463K	Sell	3,132 -35	-1%	-$5.19K	0.2%	85
2022 Q3	$427K	Buy	3,167 +35	+1%	+$5.3K	0.2%	88
2022 Q2	$434K	Sell	3,132 -100	-3%	-$16.5K	0.18%	87
2022 Q1	$604K	Hold	3,232	–	–	0.21%	84
2021 Q4	$529K	Hold	3,232	–	–	0.17%	91
2021 Q3	$541K	Hold	3,232	–	–	0.18%	88
2021 Q2	$534K	Hold	3,232	–	–	0.18%	82
2021 Q1	$457K	Sell	3,232 -30	-0.9%	-$3.96K	0.17%	87
2020 Q4	$394K	Sell	3,262 -9	-0.3%	-$997	0.14%	90
2020 Q3	$328K	Buy	3,271 +9	+0.3%	+$885	0.13%	97
2020 Q2	$311K	Sell	3,262 -318	-9%	-$29.3K	0.13%	94
2020 Q1	$306K	Buy	3,580 +18	+0.5%	+$2.09K	0.15%	90
2019 Q4	$443K	Sell	3,562 -200	-5%	-$23.9K	0.14%	97
2019 Q3	$445K	Buy	3,762 +1,600	+74%	+$196K	0.15%	91
2019 Q2	$267K	Sell	2,162 -50	-2%	-$5.87K	0.1%	117
2019 Q1	$242K	Hold	2,212	–	–	0.1%	121
2018 Q4	$211K	Hold	2,212	–	–	0.09%	126
2018 Q3	$236K	Hold	2,212	–	–	0.09%	125
2018 Q2	$217K	Hold	2,212	–	–	0.09%	125
2018 Q1	$206K	Hold	2,212	–	–	0.09%	129
2017 Q4	$220K	Hold	2,212	–	–	0.09%	126
2017 Q3	$200K	Buy	+2,212	New	+$190K	0.08%	131
2017 Q2	–	Sell	-2,212	Closed	-$175K	–	146
2017 Q1	$175K	Buy	+2,212	New	+$173K	0.07%	132
2016 Q4	–	Sell	-2,453	Closed	-$157K	–	142
2016 Q3	$157K	Buy	2,453 +91	+4%	+$5.85K	0.07%	135
2016 Q2	$144K	Hold	2,362	–	–	0.06%	135
2016 Q1	$148K	Buy	+2,362	New	+$137K	0.07%	133
2015 Q4	–	Sell	-3,012	Closed	-$224K	–	125
2015 Q3	$224K	Sell	3,012 -1,295	-30%	-$99.6K	0.11%	119
2015 Q2	$335K	Hold	4,307	–	–	0.15%	103
2015 Q1	$336K	Buy	4,307 +172	+4%	+$14.3K	0.14%	96
2014 Q4	$385K	Hold	4,135	–	–	0.17%	98
2014 Q3	$362K	Hold	4,135	–	–	0.17%	96
2014 Q2	$392K	Buy	4,135 +1,000	+32%	+$90.1K	0.19%	97
2014 Q1	$282K	Sell	3,135 -479	-13%	-$42.8K	0.15%	104
2013 Q4	$328K	Hold	3,614	–	–	0.18%	99
2013 Q3	$273K	Hold	3,614	–	–	0.15%	100
2013 Q2	$270K	Buy	+3,614	New	+$257K	0.15%	96

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

Clean Yield Group's AXP Position: Q1 2026 in Review

Clean Yield Group reduced its American Express (AXP) stake by 0.52% in Q1 2026, selling an estimated $5.37K and leaving 3,079 shares worth $931K. The position accounts for 0.26% of the portfolio, ranked #72.

Clean Yield Group first reported a position in AXP in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.14M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Clean Yield Group held 3,079 shares of American Express worth $931K as of Q1 2026.
Clean Yield Group sold 16 American Express shares in Q1 2026, an estimated $5.37K.
American Express made up 0.26% of Clean Yield Group's portfolio in Q1 2026, its #72 holding.
Clean Yield Group first reported a position in American Express in Q2 2013 and has held it in 49 quarters since.
Clean Yield Group's American Express position peaked at $1.14M in Q4 2025.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.