Coastal Bridge Advisors’s American Express AXP Stock Holding History

Coastal Bridge Advisors’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	$4.39M	Sell	14,509 -545	-4%	-$183K	0.31%	70
2025 Q4	$5.57M	Buy	15,054 +11	+0.1%	+$3.94K	0.42%	62
2025 Q3	$5M	Sell	15,043 -19	-0.1%	-$6.04K	0.38%	67
2025 Q2	$4.8M	Buy	+15,062	New	+$4.24M	0.4%	64
2025 Q1	–	Sell	-8,867	Closed	-$2.63M	–	275
2024 Q4	$2.63M	Buy	8,867 +8	+0.1%	+$2.3K	0.66%	35
2024 Q3	$2.4M	Sell	8,859 -15	-0.2%	-$3.73K	0.6%	35
2024 Q2	$2.05M	Buy	8,874 +25	+0.3%	+$5.79K	0.51%	37
2024 Q1	$2.01M	Buy	8,849 +10	+0.1%	+$2.07K	0.46%	38
2023 Q4	$1.66M	Buy	8,839 +12	+0.1%	+$1.93K	0.42%	43
2023 Q3	$1.32M	Buy	8,827 +212	+2%	+$34.7K	0.35%	46
2023 Q2	$1.5M	Buy	8,615 +62	+0.7%	+$10K	0.37%	45
2023 Q1	$1.41M	Buy	8,553 +10	+0.1%	+$1.66K	0.36%	48
2022 Q4	$1.26M	Sell	8,543 -32	-0.4%	-$4.74K	0.36%	50
2022 Q3	$1.16M	Buy	8,575 +54	+0.6%	+$8.17K	0.31%	53
2022 Q2	$1.18M	Buy	8,521 +10	+0.1%	+$1.65K	0.36%	49
2022 Q1	$1.59M	Buy	8,511 +7	+0.1%	+$1.26K	0.37%	45
2021 Q4	$1.39M	Buy	8,504 +8	+0.1%	+$1.36K	0.29%	57
2021 Q3	$1.42M	Buy	8,496 +8	+0.1%	+$1.34K	0.33%	45
2021 Q2	$1.4M	Buy	8,488 +1,008	+13%	+$158K	0.29%	48
2021 Q1	$1.06M	Buy	7,480 +11	+0.1%	+$1.45K	0.19%	52
2020 Q4	$903K	Buy	7,469 +114	+2%	+$12.6K	0.18%	54
2020 Q3	$737K	Sell	7,355 -494	-6%	-$48.6K	0.22%	56
2020 Q2	$747K	Sell	7,849 -145	-2%	-$13.3K	0.24%	55
2020 Q1	$684K	Buy	7,994 +679	+9%	+$79K	0.25%	56
2019 Q4	$911K	Sell	7,315 -691	-9%	-$82.6K	0.24%	50
2019 Q3	$947K	Buy	8,006 +712	+10%	+$87.3K	0.32%	49
2019 Q2	$900K	Sell	7,294 -146	-2%	-$17.1K	0.27%	48
2019 Q1	$813K	Buy	7,440 +168	+2%	+$17.7K	0.28%	51
2018 Q4	$693K	Buy	7,272 +11	+0.2%	+$1.15K	0.27%	51
2018 Q3	$773K	Buy	7,261 +11	+0.2%	+$1.14K	0.29%	49
2018 Q2	$711K	Buy	7,250 +109	+2%	+$10.7K	0.29%	51
2018 Q1	$666K	Sell	7,141 -440	-6%	-$42.6K	0.24%	52
2017 Q4	$750K	Sell	7,581 -680	-8%	-$64.8K	0.24%	51
2017 Q3	$747K	Buy	8,261 +250	+3%	+$21.5K	0.24%	48
2017 Q2	$675K	Buy	8,011 +11	+0.1%	+$870	0.23%	51
2017 Q1	$633K	Buy	8,000 +11	+0.1%	+$860	0.22%	46
2016 Q4	$592K	Buy	7,989 +13	+0.2%	+$900	0.23%	46
2016 Q3	$511K	Buy	7,976 +12	+0.2%	+$771	0.25%	33
2016 Q2	$484K	Buy	7,964 +12	+0.2%	+$760	0.25%	36
2016 Q1	$488K	Sell	7,952 -1	-0%	-$58	0.34%	32
2015 Q4	$553K	Buy	+7,953	New	+$579K	0.31%	28

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

Coastal Bridge Advisors's AXP Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its American Express (AXP) stake by 3.6% in Q1 2026, selling an estimated $183K and leaving 14,509 shares worth $4.39M. The position accounts for 0.31% of the portfolio, ranked #70.

Coastal Bridge Advisors first reported a position in AXP in Q4 2015 and has held it in 41 quarters since. The position peaked at $5.57M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Coastal Bridge Advisors held 14,509 shares of American Express worth $4.39M as of Q1 2026.
Coastal Bridge Advisors sold 545 American Express shares in Q1 2026, an estimated $183K.
American Express made up 0.31% of Coastal Bridge Advisors's portfolio in Q1 2026, its #70 holding.
Coastal Bridge Advisors first reported a position in American Express in Q4 2015 and has held it in 41 quarters since.
Coastal Bridge Advisors's American Express position peaked at $5.57M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.