EGA
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Eagle Global Advisors’s American Express AXP Stock Holding History

Eagle Global 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 		$19.1M Sell
63,124
-12
-0% -$4.02K 0.69% 36
2025
Q4 		$23.4M Sell
63,136
-511
-0.8% -$183K 0.86% 27
2025
Q3 		$21.1M Sell
63,647
-839
-1% -$267K 0.81% 28
2025
Q2 		$20.6M Sell
64,486
-865
-1% -$243K 0.83% 29
2025
Q1 		$17.6M Sell
65,351
-676
-1% -$200K 0.72% 31
2024
Q4 		$19.6M Buy
66,027
+30
+0% +$8.62K 0.8% 32
2024
Q3 		$17.9M Buy
65,997
+101
+0.2% +$25.1K 0.89% 29
2024
Q2 		$15.3M Sell
65,896
-351
-0.5% -$81.3K 0.81% 32
2024
Q1 		$15.1M Sell
66,247
-228
-0.3% -$47.3K 0.85% 31
2023
Q4 		$12.5M Sell
66,475
-1,499
-2% -$241K 0.75% 35
2023
Q3 		$10.1M Sell
67,974
-169
-0.2% -$27.6K 0.66% 40
2023
Q2 		$11.9M Sell
68,143
-3,183
-4% -$514K 0.78% 34
2023
Q1 		$11.8M Sell
71,326
-494
-0.7% -$81.9K 0.79% 37
2022
Q4 		$10.6M Sell
71,820
-315
-0.4% -$46.7K 0.73% 40
2022
Q3 		$9.73M Sell
72,135
-471
-0.6% -$71.3K 0.73% 40
2022
Q2 		$10.1M Sell
72,606
-269
-0.4% -$44.4K 0.74% 40
2022
Q1 		$13.6M Sell
72,875
-80
-0.1% -$14.4K 0.84% 34
2021
Q4 		$11.9M Sell
72,955
-634
-0.9% -$108K 0.75% 40
2021
Q3 		$12.3M Buy
73,589
+1,001
+1% +$167K 0.81% 35
2021
Q2 		$12M Buy
72,588
+1,155
+2% +$181K 0.78% 40
2021
Q1 		$10.1M Buy
71,433
+28,255
+65% +$3.73M 0.75% 44
2020
Q4 		$5.22M Sell
43,178
-890
-2% -$98.6K 0.41% 63
2020
Q3 		$4.42M Sell
44,068
-1,770
-4% -$174K 0.4% 67
2020
Q2 		$4.36M Sell
45,838
-674
-1% -$62.1K 0.39% 68
2020
Q1 		$3.98M Buy
46,512
+915
+2% +$106K 0.4% 64
2019
Q4 		$5.68M Buy
45,597
+43,850
+2,510% +$5.24M 0.29% 70
2019
Q3 		$207K Hold
1,747
– – 0.01% 206
2019
Q2 		$216K Buy
+1,747
New +$205K 0.01% 218
2017
Q3 		– Sell
-4,344
Closed -$366K – 257
2017
Q2 		$366K Buy
+4,344
New +$344K 0.01% 268

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 Global Advisors's AXP Position: Q1 2026 in Review

Eagle Global Advisors reduced its American Express (AXP) stake by 0.02% in Q1 2026, selling an estimated $4.02K and leaving 63,124 shares worth $19.1M. The position accounts for 0.69% of the portfolio, ranked #36.

Eagle Global Advisors first reported a position in AXP in Q2 2017 and has held it in 29 quarters since. The position peaked at $23.4M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Eagle Global Advisors held 63,124 shares of American Express worth $19.1M as of Q1 2026.
  • Eagle Global Advisors sold 12 American Express shares in Q1 2026, an estimated $4.02K.
  • American Express made up 0.69% of Eagle Global Advisors's portfolio in Q1 2026, its #36 holding.
  • Eagle Global Advisors first reported a position in American Express in Q2 2017 and has held it in 29 quarters since.
  • Eagle Global Advisors's American Express position peaked at $23.4M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.