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Eldridge Investment Advisors’s American Express AXP Stock Holding History

Eldridge 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 		– Sell
-652
Closed -$241K – 154
2025
Q4 		$241K Hold
652
– – 0.05% 145
2025
Q3 		$217K Hold
652
– – 0.05% 152
2025
Q2 		$208K Buy
+652
New +$184K 0.04% 150

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

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

Eldridge Investment Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 652 shares — an estimated $241K sold.

Eldridge Investment Advisors first reported a position in AXP in Q2 2025 and held it in 3 quarters. The position peaked at $241K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Eldridge Investment Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Eldridge Investment Advisors sold 652 American Express shares in Q1 2026, an estimated $241K.
  • Eldridge Investment Advisors first reported a position in American Express in Q2 2025 and held it in 3 quarters.
  • Eldridge Investment Advisors's American Express position peaked at $241K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.