Doheny Asset Management’s American Express AXP Stock Holding History

Doheny 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	$2.98M	Hold	9,861	–	–	1.94%	16
2025 Q4	$3.65M	Hold	9,861	–	–	2.23%	13
2025 Q3	$3.27M	Hold	9,861	–	–	2.08%	14
2025 Q2	$3.15M	Hold	9,861	–	–	2.2%	12
2025 Q1	$2.65M	Buy	9,861 +41	+0.4%	+$12.1K	2.08%	16
2024 Q4	$2.91M	Hold	9,820	–	–	2.17%	14
2024 Q3	$2.66M	Sell	9,820 -50	-0.5%	-$12.4K	1.82%	21
2024 Q2	$2.29M	Sell	9,870 -3	-0%	-$695	1.63%	19
2024 Q1	$2.25M	Sell	9,873 -162	-2%	-$33.6K	1.85%	21
2023 Q4	$1.88M	Sell	10,035 -1,050	-9%	-$169K	1.84%	20
2023 Q3	$1.65M	Sell	11,085 -768	-6%	-$126K	1.6%	21
2023 Q2	$2.06M	Sell	11,853 -50	-0.4%	-$8.07K	1.77%	21
2023 Q1	$1.96M	Buy	11,903 +2,530	+27%	+$420K	1.76%	22
2022 Q4	$1.39M	Sell	9,373 -2,530	-21%	-$375K	1.61%	22
2022 Q3	$1.61M	Buy	+11,903	New	+$1.8M	1.61%	23
2022 Q1	$2.35M	Sell	12,578 -665	-5%	-$120K	1.72%	22
2021 Q4	$2.17M	Sell	13,243 -5	-0%	-$853	1.52%	23
2021 Q3	$2.22M	Hold	13,248	–	–	1.59%	20
2021 Q2	$2.19M	Hold	13,248	–	–	1.41%	22
2021 Q1	$1.87M	Sell	13,248 -150	-1%	-$19.8K	1.27%	25
2020 Q4	$1.62M	Hold	13,398	–	–	1.13%	30
2020 Q3	$1.34M	Hold	13,398	–	–	1.11%	31
2020 Q2	$1.27M	Hold	13,398	–	–	1.2%	28
2020 Q1	$1.67M	Hold	13,398	–	–	1.32%	30
2019 Q4	$1.67M	Sell	13,398 -675	-5%	-$80.7K	1.32%	30
2019 Q3	$1.67M	Sell	14,073 -700	-5%	-$85.8K	1.45%	27
2019 Q2	$1.82M	Sell	14,773 -200	-1%	-$23.5K	1.53%	25
2019 Q1	$1.64M	Buy	14,973 +2,500	+20%	+$263K	1.39%	28
2018 Q4	$1.19M	Sell	12,473 -5,758	-32%	-$602K	0.87%	32
2018 Q3	$1.94M	Buy	18,231 +790	+5%	+$82.2K	1.02%	33
2018 Q2	$1.71M	Buy	17,441 +12,805	+276%	+$1.26M	0.93%	33
2018 Q1	$432K	Hold	4,636	–	–	0.23%	74
2017 Q4	$460K	Buy	4,636 +732	+19%	+$69.7K	0.21%	80
2017 Q3	$353K	Hold	3,904	–	–	0.16%	87
2017 Q2	$329K	Hold	3,904	–	–	0.15%	89
2017 Q1	$309K	Hold	3,904	–	–	0.14%	96
2016 Q4	$289K	Buy	3,904 +357	+10%	+$24.7K	0.14%	94
2016 Q3	$227K	Hold	3,547	–	–	0.12%	98
2016 Q2	$216K	Hold	3,547	–	–	0.11%	99
2016 Q1	$218K	Buy	3,547 +100	+3%	+$5.82K	0.11%	96
2015 Q4	$240K	Hold	3,447	–	–	0.12%	98
2015 Q3	$256K	Hold	3,447	–	–	0.13%	90
2015 Q2	$268K	Buy	+3,447	New	+$273K	0.12%	100
2015 Q1	–	Sell	-2,500	Closed	-$233K	–	112
2014 Q4	$233K	Hold	2,500	–	–	0.11%	103
2014 Q3	$219K	Hold	2,500	–	–	0.11%	94
2014 Q2	$237K	Hold	2,500	–	–	0.11%	92
2014 Q1	$225K	Hold	2,500	–	–	0.12%	91
2013 Q4	$227K	Buy	+2,500	New	+$205K	0.12%	86

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

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

Doheny Asset Management held its American Express (AXP) position steady in Q1 2026 at 9,861 shares worth $2.98M. The position accounts for 1.94% of the portfolio, ranked #16.

Doheny Asset Management first reported a position in AXP in Q4 2013 and has held it in 48 quarters since. The position peaked at $3.65M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Doheny Asset Management held 9,861 shares of American Express worth $2.98M as of Q1 2026.
Doheny Asset Management left its American Express share count unchanged in Q1 2026.
American Express made up 1.94% of Doheny Asset Management's portfolio in Q1 2026, its #16 holding.
Doheny Asset Management first reported a position in American Express in Q4 2013 and has held it in 48 quarters since.
Doheny Asset Management's American Express position peaked at $3.65M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.