ELCO Management’s American Express AXP Stock Holding History

ELCO Management’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	$423K	Hold	1,400	–	–	0.2%	92
2025 Q4	$518K	Buy	1,400 +600	+75%	+$215K	0.33%	67
2025 Q3	$266K	Hold	800	–	–	0.14%	126
2025 Q2	$255K	Hold	800	–	–	0.13%	130
2025 Q1	$215K	Hold	800	–	–	0.12%	135
2024 Q4	$237K	Sell	800 -50	-6%	-$14.4K	0.12%	138
2024 Q3	$231K	Buy	+850	New	+$212K	0.12%	145

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ELCO Management's AXP Position: Q1 2026 in Review

ELCO Management held its American Express (AXP) position steady in Q1 2026 at 1,400 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #92.

ELCO Management first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $518K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

ELCO Management held 1,400 shares of American Express worth $423K as of Q1 2026.
ELCO Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.2% of ELCO Management's portfolio in Q1 2026, its #92 holding.
ELCO Management first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
ELCO Management's American Express position peaked at $518K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.