EBA
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Eagle Bay Advisors’s American Express AXP Stock Holding History

Eagle Bay 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 		$223K Sell
738
-105
-12% -$35.2K 0.2% 108
2025
Q4 		$312K Sell
843
-26
-3% -$9.3K 0.23% 79
2025
Q3 		$288K Sell
869
-98
-10% -$31.2K 0.23% 81
2025
Q2 		$308K Sell
967
-31
-3% -$8.72K 0.25% 74
2025
Q1 		$268K Sell
998
-15
-1% -$4.43K 0.23% 84
2024
Q4 		$301K Sell
1,013
-607
-37% -$174K 0.19% 80
2024
Q3 		$439K Sell
1,620
-30
-2% -$7.47K 0.17% 95
2024
Q2 		$382K Sell
1,650
-333
-17% -$77.1K 0.23% 71
2024
Q1 		$451K Sell
1,983
-171
-8% -$35.5K 0.28% 60
2023
Q4 		$403K Sell
2,154
-1
-0% -$161 0.26% 68
2023
Q3 		$322K Buy
2,155
+412
+24% +$67.4K 0.15% 98
2023
Q2 		$304K Sell
1,743
-86
-5% -$13.9K 0.17% 85
2023
Q1 		$302K Buy
1,829
+168
+10% +$27.9K 0.17% 89
2022
Q4 		$245K Sell
1,661
-130
-7% -$19.3K 0.14% 110
2022
Q3 		$242K Buy
1,791
+792
+79% +$120K 0.15% 104
2022
Q2 		$138K Buy
+999
New +$165K 0.08% 160
2022
Q1 		– Sell
-1,227
Closed -$201K – 345
2021
Q4 		$201K Sell
1,227
-287
-19% -$48.9K 0.13% 101
2021
Q3 		$253K Buy
1,514
+632
+72% +$106K 0.14% 105
2021
Q2 		$150K Buy
+882
New +$138K 0.12% 109

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

Eagle Bay Advisors's AXP Position: Q1 2026 in Review

Eagle Bay Advisors reduced its American Express (AXP) stake by 12% in Q1 2026, selling an estimated $35.2K and leaving 738 shares worth $223K. The position accounts for 0.2% of the portfolio, ranked #108.

Eagle Bay Advisors first reported a position in AXP in Q2 2021 and has held it in 19 quarters since. The position peaked at $451K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Eagle Bay Advisors held 738 shares of American Express worth $223K as of Q1 2026.
  • Eagle Bay Advisors sold 105 American Express shares in Q1 2026, an estimated $35.2K.
  • American Express made up 0.2% of Eagle Bay Advisors's portfolio in Q1 2026, its #108 holding.
  • Eagle Bay Advisors first reported a position in American Express in Q2 2021 and has held it in 19 quarters since.
  • Eagle Bay Advisors's American Express position peaked at $451K in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.