CoreFirst Bank & Trust’s American Express AXP Stock Holding History

CoreFirst Bank & Trust’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	$754K	Sell	2,493 -15	-0.6%	-$5.03K	0.4%	53
2025 Q4	$928K	Hold	2,508	–	–	0.5%	47
2025 Q3	$833K	Sell	2,508 -300	-11%	-$95.4K	0.45%	49
2025 Q2	$896K	Hold	2,808	–	–	0.51%	43
2025 Q1	$755K	Hold	2,808	–	–	0.49%	53
2024 Q4	$833K	Hold	2,808	–	–	0.5%	47
2024 Q3	$762K	Hold	2,808	–	–	0.44%	52
2024 Q2	$650K	Sell	2,808 -15	-0.5%	-$3.47K	0.44%	57
2024 Q1	$643K	Sell	2,823 -25	-0.9%	-$5.18K	0.4%	59
2023 Q4	$534K	Sell	2,848 -250	-8%	-$40.2K	0.35%	71
2023 Q3	$462K	Hold	3,098	–	–	0.33%	74
2023 Q2	$540K	Sell	3,098 -255	-8%	-$41.1K	0.38%	65
2023 Q1	$553K	Sell	3,353 -80	-2%	-$13.3K	0.4%	62
2022 Q4	$507K	Sell	3,433 -16	-0.5%	-$2.37K	0.38%	61
2022 Q3	$465K	Sell	3,449 -267	-7%	-$40.4K	0.4%	60
2022 Q2	$515K	Hold	3,716	–	–	0.41%	56
2022 Q1	$695K	Sell	3,716 -40	-1%	-$7.22K	0.48%	50
2021 Q4	$614K	Sell	3,756 -10	-0.3%	-$1.71K	0.4%	59
2021 Q3	$631K	Hold	3,766	–	–	0.44%	54
2021 Q2	$622K	Hold	3,766	–	–	0.42%	56
2021 Q1	$533K	Sell	3,766 -55	-1%	-$7.27K	0.37%	64
2020 Q4	$462K	Buy	+3,821	New	+$423K	0.34%	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

CoreFirst Bank & Trust's AXP Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its American Express (AXP) stake by 0.6% in Q1 2026, selling an estimated $5.03K and leaving 2,493 shares worth $754K. The position accounts for 0.4% of the portfolio, ranked #53.

CoreFirst Bank & Trust first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $928K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

CoreFirst Bank & Trust held 2,493 shares of American Express worth $754K as of Q1 2026.
CoreFirst Bank & Trust sold 15 American Express shares in Q1 2026, an estimated $5.03K.
American Express made up 0.4% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #53 holding.
CoreFirst Bank & Trust first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
CoreFirst Bank & Trust's American Express position peaked at $928K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.