DF Dent & Co’s American Express AXP Stock Holding History

DF Dent & 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	$1.59M	Buy	5,253 +4,317	+461%	+$1.45M	0.03%	140
2025 Q4	$346K	Sell	936 -4,317	-82%	-$1.54M	0.01%	227
2025 Q3	$1.74M	Buy	5,253 +4,478	+578%	+$1.42M	0.02%	139
2025 Q2	$247K	Hold	775	–	–	﹤0.01%	233
2025 Q1	$209K	Buy	775 +25	+3%	+$7.39K	﹤0.01%	248
2024 Q4	$223K	Sell	750 -355	-32%	-$102K	﹤0.01%	241
2024 Q3	$300K	Sell	1,105 -50	-4%	-$12.4K	﹤0.01%	228
2024 Q2	$267K	Hold	1,155	–	–	﹤0.01%	222
2024 Q1	$263K	Sell	1,155 -2	-0.2%	-$415	﹤0.01%	239
2023 Q4	$217K	Buy	+1,157	New	+$186K	﹤0.01%	238
2023 Q3	–	Sell	-1,161	Closed	-$202K	–	256
2023 Q2	$202K	Buy	+1,161	New	+$187K	﹤0.01%	244
2022 Q2	–	Sell	-1,185	Closed	-$222K	–	235
2022 Q1	$222K	Buy	+1,185	New	+$214K	﹤0.01%	244

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

DF Dent & Co's AXP Position: Q1 2026 in Review

DF Dent & Co increased its American Express (AXP) stake by 461% in Q1 2026, buying an estimated $1.45M and bringing the position to 5,253 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #140.

DF Dent & Co first reported a position in AXP in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.74M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

DF Dent & Co held 5,253 shares of American Express worth $1.59M as of Q1 2026.
DF Dent & Co bought 4,317 American Express shares in Q1 2026, an estimated $1.45M.
American Express made up 0.03% of DF Dent & Co's portfolio in Q1 2026, its #140 holding.
DF Dent & Co first reported a position in American Express in Q1 2022 and has held it in 12 quarters since.
DF Dent & Co's American Express position peaked at $1.74M in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.