Costello Asset Management’s American Express AXP Stock Holding History

Costello Asset Management’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	$696K	Buy	2,301 +1,396	+154%	+$468K	0.24%	54
2025 Q4	$335K	Hold	905	–	–	0.11%	83
2025 Q3	$301K	Buy	905 +1	+0.1%	+$318	0.1%	91
2025 Q2	$288K	Buy	904 +1	+0.1%	+$281	0.11%	91
2025 Q1	$243K	Buy	+903	New	+$267K	0.1%	97

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

Costello Asset Management's AXP Position: Q1 2026 in Review

Costello Asset Management increased its American Express (AXP) stake by 154% in Q1 2026, buying an estimated $468K and bringing the position to 2,301 shares worth $696K. The position accounts for 0.24% of the portfolio, ranked #54.

Costello Asset Management first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Costello Asset Management held 2,301 shares of American Express worth $696K as of Q1 2026.
Costello Asset Management bought 1,396 American Express shares in Q1 2026, an estimated $468K.
American Express made up 0.24% of Costello Asset Management's portfolio in Q1 2026, its #54 holding.
Costello Asset Management first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.