Crestwood Advisors Group’s American Express AXP Stock Holding History

Crestwood Advisors 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	$4.02M	Sell	13,277 -990	-7%	-$332K	0.07%	161
2025 Q4	$5.28M	Buy	14,267 +6,250	+78%	+$2.24M	0.09%	132
2025 Q3	$2.66M	Buy	8,017 +685	+9%	+$218K	0.05%	184
2025 Q2	$2.34M	Buy	7,332 +463	+7%	+$130K	0.04%	189
2025 Q1	$1.85M	Buy	6,869 +702	+11%	+$207K	0.04%	206
2024 Q4	$1.83M	Buy	6,167 +496	+9%	+$143K	0.03%	197
2024 Q3	$1.54M	Buy	5,671 +14	+0.2%	+$3.49K	0.03%	206
2024 Q2	$1.31M	Sell	5,657 -707	-11%	-$164K	0.03%	203
2024 Q1	$1.45M	Buy	6,364 +1,034	+19%	+$214K	0.03%	192
2023 Q4	$999K	Buy	5,330 +73	+1%	+$11.8K	0.02%	211
2023 Q3	$784K	Buy	5,257 +386	+8%	+$63.1K	0.02%	214
2023 Q2	$849K	Sell	4,871 -201	-4%	-$32.4K	0.03%	150
2023 Q1	$837K	Sell	5,072 -3,329	-40%	-$552K	0.03%	152
2022 Q4	$1.24M	Buy	8,401 +933	+12%	+$138K	0.04%	130
2022 Q3	$1.01M	Sell	7,468 -25	-0.3%	-$3.78K	0.04%	139
2022 Q2	$1.04M	Buy	7,493 +7	+0.1%	+$1.16K	0.04%	145
2022 Q1	$1.4M	Buy	7,486 +164	+2%	+$29.6K	0.04%	139
2021 Q4	$1.2M	Hold	7,322	–	–	0.03%	155
2021 Q3	$1.23M	Sell	7,322 -15	-0.2%	-$2.51K	0.03%	143
2021 Q2	$1.21M	Sell	7,337 -36	-0.5%	-$5.64K	0.04%	144
2021 Q1	$1.04M	Buy	7,373 +76	+1%	+$10K	0.03%	150
2020 Q4	$882K	Buy	7,297 +962	+15%	+$107K	0.03%	152
2020 Q3	$635K	Buy	6,335 +42	+0.7%	+$4.13K	0.02%	153
2020 Q2	$599K	Buy	6,293 +53	+0.8%	+$4.88K	0.02%	149
2020 Q1	$534K	Sell	6,240 -93	-1%	-$10.8K	0.03%	146
2019 Q4	$788K	Hold	6,333	–	–	0.03%	146
2019 Q3	$749K	Sell	6,333 -504	-7%	-$61.8K	0.03%	142
2019 Q2	$844K	Buy	6,837 +3,926	+135%	+$461K	0.04%	136
2019 Q1	$318K	Hold	2,911	–	–	0.02%	134
2018 Q4	$277K	Hold	2,911	–	–	0.02%	135
2018 Q3	$310K	Hold	2,911	–	–	0.02%	129
2018 Q2	$296K	Buy	2,911 +30	+1%	+$2.95K	0.02%	132
2018 Q1	$269K	Buy	2,881 +2	+0.1%	+$194	0.02%	141
2017 Q4	$286K	Buy	2,879 +18	+0.6%	+$1.71K	0.02%	142
2017 Q3	$259K	Hold	2,861	–	–	0.02%	132
2017 Q2	$243K	Hold	2,861	–	–	0.02%	127
2017 Q1	$228K	Hold	2,861	–	–	0.02%	130
2016 Q4	$212K	Buy	+2,861	New	+$198K	0.02%	150
2016 Q1	–	Sell	-12,508	Closed	-$870K	–	140
2015 Q4	$870K	Buy	12,508 +550	+5%	+$40K	0.11%	75
2015 Q3	$886K	Sell	11,958 -4,985	-29%	-$384K	0.12%	67
2015 Q2	$1.32M	Buy	16,943 +9,170	+118%	+$727K	0.18%	56
2015 Q1	$607K	Buy	7,773 +2,755	+55%	+$229K	0.09%	74
2014 Q4	$467K	Buy	5,018 +407	+9%	+$36.5K	0.07%	78
2014 Q3	$404K	Hold	4,611	–	–	0.06%	81
2014 Q2	$437K	Sell	4,611 -1,011	-18%	-$91.1K	0.07%	77
2014 Q1	$506K	Sell	5,622 -155	-3%	-$13.8K	0.08%	71
2013 Q4	$524K	Sell	5,777 -199	-3%	-$16.3K	0.08%	72
2013 Q3	$451K	Sell	5,976 -700	-10%	-$52.7K	0.08%	76
2013 Q2	$499K	Buy	+6,676	New	+$475K	0.09%	73

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

Crestwood Advisors Group's AXP Position: Q1 2026 in Review

Crestwood Advisors Group reduced its American Express (AXP) stake by 6.9% in Q1 2026, selling an estimated $332K and leaving 13,277 shares worth $4.02M. The position accounts for 0.07% of the portfolio, ranked #161.

Crestwood Advisors Group first reported a position in AXP in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.28M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Crestwood Advisors Group held 13,277 shares of American Express worth $4.02M as of Q1 2026.
Crestwood Advisors Group sold 990 American Express shares in Q1 2026, an estimated $332K.
American Express made up 0.07% of Crestwood Advisors Group's portfolio in Q1 2026, its #161 holding.
Crestwood Advisors Group first reported a position in American Express in Q2 2013 and has held it in 49 quarters since.
Crestwood Advisors Group's American Express position peaked at $5.28M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.