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Drexel Morgan & Co’s American Express AXP Stock Holding History

Drexel Morgan & 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 		$29M Hold
95,918
– – 4.26% 7
2025
Q4 		$35.5M Hold
95,918
– – 5.55% 7
2025
Q3 		$31.9M Hold
95,918
– – 5% 7
2025
Q2 		$30.6M Buy
95,918
+50,000
+109% +$14.1M 5.43% 8
2025
Q1 		$12.4M Hold
45,918
– – 2.59% 11
2024
Q4 		$13.6M Sell
45,918
-25,000
-35% -$7.18M 2.81% 10
2024
Q3 		$19.2M Hold
70,918
– – 3.57% 9
2024
Q2 		$16.4M Hold
70,918
– – 3.52% 9
2024
Q1 		$16.1M Hold
70,918
– – 3.32% 10
2023
Q4 		$13.3M Buy
70,918
+35,000
+97% +$5.63M 3.07% 10
2023
Q3 		$5.36M Hold
35,918
– – 1.46% 14
2023
Q2 		$6.26M Hold
35,918
– – 1.62% 14
2023
Q1 		$5.92M Buy
35,918
+300
+0.8% +$49.8K 1.49% 14
2022
Q4 		$5.26M Hold
35,618
– – 1.08% 17
2022
Q3 		$4.8M Hold
35,618
– – 1.15% 18
2022
Q2 		$4.94M Hold
35,618
– – 1.36% 16
2022
Q1 		$6.66M Buy
35,618
+1,088
+3% +$196K 1.94% 12
2021
Q4 		$5.65M Hold
34,530
– – 1.63% 14
2021
Q3 		$5.79M Hold
34,530
– – 1.86% 14
2021
Q2 		$5.71M Sell
34,530
-1,870
-5% -$293K 1.68% 15
2021
Q1 		$5.15M Sell
36,400
-2
-0% -$264 1.3% 22
2020
Q4 		$4.4M Hold
36,402
– – 1.2% 21
2020
Q3 		$3.65M Buy
36,402
+13
+0% +$1.28K 1.28% 23
2020
Q2 		$3.46M Buy
36,389
+29
+0.1% +$2.67K 1.31% 23
2020
Q1 		$3.11M Buy
36,360
+20,333
+127% +$2.37M 1.21% 22
2019
Q4 		$2M Sell
16,027
-2,672
-14% -$319K 1.5% 21
2019
Q3 		$2.21M Buy
18,699
+126
+0.7% +$15.5K 1.71% 21
2019
Q2 		$2.29M Sell
18,573
-498
-3% -$58.5K 1.77% 18
2019
Q1 		$2.08M Sell
19,071
-21
-0.1% -$2.21K 1.85% 18
2018
Q4 		$1.82M Buy
19,092
+626
+3% +$65.5K 1.82% 20
2018
Q3 		$1.97M Buy
18,466
+151
+0.8% +$15.7K 1.73% 18
2018
Q2 		$1.79M Sell
18,315
-724
-4% -$71.1K 1.8% 18
2018
Q1 		$1.78M Buy
19,039
+152
+0.8% +$14.7K 1.85% 18
2017
Q4 		$1.88M Buy
18,887
+184
+1% +$17.5K 1.82% 19
2017
Q3 		$1.69M Sell
18,703
-442
-2% -$38K 1.73% 19
2017
Q2 		$1.61M Buy
19,145
+243
+1% +$19.2K 1.65% 21
2017
Q1 		$1.5M Buy
18,902
+1,590
+9% +$124K 1.65% 23
2016
Q4 		$1.28M Hold
17,312
– – 1.52% 25
2016
Q3 		$1.11M Hold
17,312
– – 1.23% 30
2016
Q2 		$1.05M Buy
17,312
+3,398
+24% +$215K 1.19% 32
2016
Q1 		$854K Sell
13,914
-3,153
-18% -$183K 1% 42
2015
Q4 		$1.19M Buy
17,067
+3,249
+24% +$236K 1.32% 27
2015
Q3 		$1.02M Buy
13,818
+1,386
+11% +$107K 1.32% 27
2015
Q2 		$966K Sell
12,432
-788
-6% -$62.5K 1.15% 34
2015
Q1 		$1.03M Buy
13,220
+1,725
+15% +$143K 1.1% 29
2014
Q4 		$1.07M Hold
11,495
– – 1.21% 27
2014
Q3 		$1.01M Buy
11,495
+1,429
+14% +$129K 1.22% 26
2014
Q2 		$955K Sell
10,066
-107
-1% -$9.64K 1.15% 28
2014
Q1 		$916K Hold
10,173
– – 1.16% 29
2013
Q4 		$923K Buy
10,173
+440
+5% +$36.1K 1.24% 28
2013
Q3 		$735K Buy
9,733
+5,383
+124% +$405K 1.01% 34
2013
Q2 		$325K Buy
+4,350
New +$309K 0.54% 54

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

Drexel Morgan & Co's AXP Position: Q1 2026 in Review

Drexel Morgan & Co held its American Express (AXP) position steady in Q1 2026 at 95,918 shares worth $29M. The position accounts for 4.26% of the portfolio, ranked #7.

Drexel Morgan & Co first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Drexel Morgan & Co held 95,918 shares of American Express worth $29M as of Q1 2026.
  • Drexel Morgan & Co left its American Express share count unchanged in Q1 2026.
  • American Express made up 4.26% of Drexel Morgan & Co's portfolio in Q1 2026, its #7 holding.
  • Drexel Morgan & Co first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Drexel Morgan & Co's American Express position peaked at $35.5M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.