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Edgemoor Investment Advisors’s American Express AXP Stock Holding History

Edgemoor Investment 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 		$274K Hold
907
– – 0.02% 151
2025
Q4 		$336K Hold
907
– – 0.03% 137
2025
Q3 		$301K Sell
907
-31
-3% -$9.86K 0.02% 153
2025
Q2 		$299K Buy
938
+17
+2% +$4.79K 0.03% 143
2025
Q1 		$248K Hold
921
– – 0.02% 144
2024
Q4 		$273K Hold
921
– – 0.02% 143
2024
Q3 		$250K Hold
921
– – 0.02% 153
2024
Q2 		$213K Hold
921
– – 0.02% 156
2024
Q1 		$210K Buy
+921
New +$191K 0.02% 160
2016
Q1 		– Sell
-134,913
Closed -$9.38M – 121
2015
Q4 		$9.38M Sell
134,913
-1,599
-1% -$116K 1.41% 19
2015
Q3 		$10.1M Buy
136,512
+17,057
+14% +$1.31M 1.54% 18
2015
Q2 		$9.28M Buy
119,455
+5,845
+5% +$464K 1.35% 25
2015
Q1 		$8.88M Buy
113,610
+9,895
+10% +$822K 1.26% 30
2014
Q4 		$9.67M Sell
103,715
-562
-0.5% -$50.4K 1.42% 25
2014
Q3 		$9.13M Sell
104,277
-283
-0.3% -$25.5K 1.34% 28
2014
Q2 		$9.92M Sell
104,560
-1,985
-2% -$179K 1.46% 27
2014
Q1 		$9.59M Sell
106,545
-500
-0.5% -$44.7K 1.51% 29
2013
Q4 		$9.71M Sell
107,045
-1,584
-1% -$130K 1.54% 27
2013
Q3 		$8.2M Sell
108,629
-3,858
-3% -$290K 1.43% 31
2013
Q2 		$8.41M Buy
+112,487
New +$8M 1.49% 27

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

Edgemoor Investment Advisors's AXP Position: Q1 2026 in Review

Edgemoor Investment Advisors held its American Express (AXP) position steady in Q1 2026 at 907 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #151.

Edgemoor Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 20 quarters since. The position peaked at $10.1M in Q3 2015. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Edgemoor Investment Advisors held 907 shares of American Express worth $274K as of Q1 2026.
  • Edgemoor Investment Advisors left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #151 holding.
  • Edgemoor Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 20 quarters since.
  • Edgemoor Investment Advisors's American Express position peaked at $10.1M in Q3 2015.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.