Culbertson A N & Co’s American Express AXP Stock Holding History

Culbertson A N & Co’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	$1.18M	Hold	3,913	–	–	0.15%	89
2025 Q4	$1.45M	Hold	3,913	–	–	0.2%	82
2025 Q3	$1.3M	Hold	3,913	–	–	0.18%	85
2025 Q2	$1.25M	Hold	3,913	–	–	0.19%	86
2025 Q1	$1.05M	Hold	3,913	–	–	0.17%	88
2024 Q4	$1.16M	Hold	3,913	–	–	0.18%	86
2024 Q3	$1.06M	Hold	3,913	–	–	0.17%	88
2024 Q2	$906K	Hold	3,913	–	–	0.16%	88
2024 Q1	$891K	Hold	3,913	–	–	0.15%	90
2023 Q4	$733K	Buy	3,913 +20	+0.5%	+$3.22K	0.14%	93
2023 Q3	$581K	Buy	3,893 +28	+0.7%	+$4.58K	0.12%	99
2023 Q2	$673K	Hold	3,865	–	–	0.13%	96
2023 Q1	$638K	Hold	3,865	–	–	0.13%	94
2022 Q4	$571K	Hold	3,865	–	–	0.12%	94
2022 Q3	$521K	Hold	3,865	–	–	0.12%	94
2022 Q2	$535K	Hold	3,865	–	–	0.12%	99
2022 Q1	$722K	Sell	3,865 -180	-4%	-$32.5K	0.14%	90
2021 Q4	$661K	Sell	4,045 -200	-5%	-$34.1K	0.12%	94
2021 Q3	$711K	Buy	4,245 +920	+28%	+$154K	0.15%	92
2021 Q2	$549K	Buy	3,325 +145	+5%	+$22.7K	0.11%	98
2021 Q1	$450K	Buy	3,180 +1,385	+77%	+$183K	0.1%	96
2020 Q4	$217K	Buy	+1,795	New	+$199K	0.05%	107

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

Culbertson A N & Co's AXP Position: Q1 2026 in Review

Culbertson A N & Co held its American Express (AXP) position steady in Q1 2026 at 3,913 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #89.

Culbertson A N & Co first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.45M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Culbertson A N & Co held 3,913 shares of American Express worth $1.18M as of Q1 2026.
Culbertson A N & Co left its American Express share count unchanged in Q1 2026.
American Express made up 0.15% of Culbertson A N & Co's portfolio in Q1 2026, its #89 holding.
Culbertson A N & Co first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
Culbertson A N & Co's American Express position peaked at $1.45M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.