Essex Investment Management’s American Express AXP Stock Holding History

Essex Investment 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	$369K	Sell	1,219 -2,746	-69%	-$921K	0.06%	180
2025 Q4	$1.47M	Hold	3,965	–	–	0.22%	129
2025 Q3	$1.32M	Sell	3,965 -124	-3%	-$39.4K	0.2%	136
2025 Q2	$1.3M	Hold	4,089	–	–	0.24%	130
2025 Q1	$1.1M	Buy	4,089 +7	+0.2%	+$2.07K	0.23%	143
2024 Q4	$1.21M	Sell	4,082 -66	-2%	-$19K	0.22%	141
2024 Q3	$1.12M	Hold	4,148	–	–	0.2%	142
2024 Q2	$960K	Sell	4,148 -2,614	-39%	-$605K	0.18%	154
2024 Q1	$1.54M	Sell	6,762 -34	-0.5%	-$7.05K	0.3%	126
2023 Q4	$1.27M	Sell	6,796 -247	-4%	-$39.8K	0.25%	141
2023 Q3	$1.05M	Sell	7,043 -5,554	-44%	-$908K	0.17%	191
2023 Q2	$2.19M	Sell	12,597 -1,726	-12%	-$278K	0.31%	114
2023 Q1	$2.36M	Sell	14,323 -494	-3%	-$81.9K	0.34%	96
2022 Q4	$2.19M	Sell	14,817 -417	-3%	-$61.8K	0.34%	92
2022 Q3	$2.06M	Sell	15,234 -292	-2%	-$44.2K	0.33%	98
2022 Q2	$2.15M	Sell	15,526 -2,851	-16%	-$471K	0.35%	85
2022 Q1	$3.44M	Sell	18,377 -527	-3%	-$95.2K	0.43%	65
2021 Q4	$3.09M	Sell	18,904 -2,331	-11%	-$397K	0.35%	86
2021 Q3	$3.56M	Hold	21,235	–	–	0.44%	67
2021 Q2	$3.51M	Sell	21,235 -2,182	-9%	-$342K	0.41%	75
2021 Q1	$3.31M	Sell	23,417 -17	-0.1%	-$2.25K	0.4%	70
2020 Q4	$2.83M	Sell	23,434 -3,336	-12%	-$369K	0.35%	89
2020 Q3	$2.68M	Sell	26,770 -2,233	-8%	-$220K	0.38%	69
2020 Q2	$2.76M	Buy	29,003 +14,195	+96%	+$1.31M	0.45%	66
2020 Q1	$1.27M	Buy	+14,808	New	+$1.72M	0.26%	128
2019 Q2	–	Sell	-56	Closed	-$6K	–	478
2019 Q1	$6K	Sell	56 -50	-47%	-$5.25K	﹤0.01%	458
2018 Q4	$10K	Buy	+106	New	+$11.1K	﹤0.01%	445
2018 Q3	–	Sell	-5,466	Closed	-$536K	–	404
2018 Q2	$536K	Sell	5,466 -242	-4%	-$23.8K	0.07%	286
2018 Q1	$532K	Sell	5,708 -140	-2%	-$13.6K	0.07%	263
2017 Q4	$581K	Buy	5,848 +348	+6%	+$33.1K	0.08%	261
2017 Q3	$498K	Hold	5,500	–	–	0.07%	260
2017 Q2	$463K	Hold	5,500	–	–	0.07%	262
2017 Q1	$435K	Sell	5,500 -2,608	-32%	-$204K	0.07%	278
2016 Q4	$601K	Buy	8,108 +2,875	+55%	+$199K	0.1%	229
2016 Q3	$335K	Sell	5,233 -100	-2%	-$6.42K	0.05%	288
2016 Q2	$324K	Sell	5,333 -3,185	-37%	-$202K	0.05%	278
2016 Q1	$523K	Buy	8,518 +3,185	+60%	+$185K	0.09%	218
2015 Q4	$371K	Hold	5,333	–	–	0.06%	259
2015 Q3	$395K	Hold	5,333	–	–	0.06%	252
2015 Q2	$414K	Hold	5,333	–	–	0.06%	245
2015 Q1	$417K	Hold	5,333	–	–	0.06%	248
2014 Q4	$496K	Hold	5,333	–	–	0.07%	222
2014 Q3	$467K	Hold	5,333	–	–	0.07%	231
2014 Q2	$506K	Hold	5,333	–	–	0.07%	244
2014 Q1	$480K	Hold	5,333	–	–	0.07%	246
2013 Q4	$484K	Hold	5,333	–	–	0.07%	273
2013 Q3	$403K	Hold	5,333	–	–	0.06%	279
2013 Q2	$399K	Buy	+5,333	New	+$379K	0.07%	239

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

Essex Investment Management's AXP Position: Q1 2026 in Review

Essex Investment Management reduced its American Express (AXP) stake by 69% in Q1 2026, selling an estimated $921K and leaving 1,219 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #180.

Essex Investment Management first reported a position in AXP in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.56M in Q3 2021. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Essex Investment Management held 1,219 shares of American Express worth $369K as of Q1 2026.
Essex Investment Management sold 2,746 American Express shares in Q1 2026, an estimated $921K.
American Express made up 0.06% of Essex Investment Management's portfolio in Q1 2026, its #180 holding.
Essex Investment Management first reported a position in American Express in Q2 2013 and has held it in 48 quarters since.
Essex Investment Management's American Express position peaked at $3.56M in Q3 2021.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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