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Dover Advisors’s American Express AXP Stock Holding History

Dover Advisors’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 		$2.38M Sell
7,867
-110
-1% -$36.9K 0.98% 27
2025
Q4 		$2.95M Buy
7,977
+29
+0.4% +$10.4K 1.14% 22
2025
Q3 		$2.64M Sell
7,948
-206
-3% -$65.5K 1.05% 24
2025
Q2 		$2.6M Buy
8,154
+148
+2% +$41.7K 1.15% 20
2025
Q1 		$2.15M Buy
8,006
+636
+9% +$188K 0.94% 33
2024
Q4 		$2.19M Sell
7,370
-175
-2% -$50.3K 1.25% 21
2024
Q3 		$2.05M Sell
7,545
-94
-1% -$23.4K 1.16% 25
2024
Q2 		$1.77M Buy
7,639
+202
+3% +$46.8K 1.09% 25
2024
Q1 		$1.69M Buy
7,437
+2,942
+65% +$610K 1.16% 26
2023
Q4 		$842K Sell
4,495
-1,614
-26% -$260K 1.11% 32
2023
Q3 		$911K Buy
6,109
+251
+4% +$41.1K 0.92% 39
2023
Q2 		$1.02M Buy
5,858
+15
+0.3% +$2.42K 0.91% 37
2023
Q1 		$964K Buy
5,843
+1,127
+24% +$187K 0.93% 35
2022
Q4 		$697K Buy
+4,716
New +$699K 0.75% 46

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dover Advisors's AXP Position: Q1 2026 in Review

Dover Advisors reduced its American Express (AXP) stake by 1.4% in Q1 2026, selling an estimated $36.9K and leaving 7,867 shares worth $2.38M. The position accounts for 0.98% of the portfolio, ranked #27.

Dover Advisors first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.95M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Dover Advisors held 7,867 shares of American Express worth $2.38M as of Q1 2026.
  • Dover Advisors sold 110 American Express shares in Q1 2026, an estimated $36.9K.
  • American Express made up 0.98% of Dover Advisors's portfolio in Q1 2026, its #27 holding.
  • Dover Advisors first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
  • Dover Advisors's American Express position peaked at $2.95M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.