Fort Sheridan Advisors’s American Express AXP Stock Holding History

Fort Sheridan 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	$6.42M	Sell	21,234 -50	-0.2%	-$16.8K	0.78%	30
2025 Q4	$7.87M	Buy	21,284 +800	+4%	+$286K	1%	20
2025 Q3	$6.8M	Buy	20,484 +38	+0.2%	+$12.1K	0.89%	24
2025 Q2	$6.52M	Hold	20,446	–	–	0.93%	23
2025 Q1	$5.5M	Sell	20,446 -411	-2%	-$121K	0.84%	24
2024 Q4	$6.19M	Sell	20,857 -300	-1%	-$86.2K	0.9%	24
2024 Q3	$5.74M	Hold	21,157	–	–	0.87%	25
2024 Q2	$4.9M	Buy	21,157 +7,700	+57%	+$1.78M	0.79%	26
2024 Q1	$3.06M	Sell	13,457 -225	-2%	-$46.7K	0.58%	38
2023 Q4	$2.56M	Hold	13,682	–	–	0.51%	38
2023 Q3	$2.04M	Buy	13,682 +150	+1%	+$24.5K	0.46%	44
2023 Q2	$2.36M	Hold	13,532	–	–	0.54%	37
2023 Q1	$2.23M	Hold	13,532	–	–	0.57%	34
2022 Q4	$2M	Sell	13,532 -24	-0.2%	-$3.56K	0.65%	30
2022 Q3	$1.83M	Buy	13,556 +74	+0.5%	+$11.2K	0.62%	32
2022 Q2	$1.87M	Buy	13,482 +182	+1%	+$30.1K	0.61%	31
2022 Q1	$2.49M	Hold	13,300	–	–	0.73%	28
2021 Q4	$2.18M	Hold	13,300	–	–	0.63%	33
2021 Q3	$2.23M	Hold	13,300	–	–	0.73%	31
2021 Q2	$2.2M	Sell	13,300 -500	-4%	-$78.3K	0.73%	31
2021 Q1	$1.95M	Hold	13,800	–	–	0.77%	27
2020 Q4	$1.67M	Sell	13,800 -297	-2%	-$32.9K	0.81%	25
2020 Q3	$1.41M	Hold	14,097	–	–	0.84%	25
2020 Q2	$1.34M	Buy	14,097 +1,900	+16%	+$175K	0.82%	23
2020 Q1	$1.04M	Buy	12,197 +7,300	+149%	+$849K	0.77%	23
2019 Q4	$610K	Hold	4,897	–	–	0.33%	44
2019 Q3	$579K	Hold	4,897	–	–	0.32%	42
2019 Q2	$604K	Hold	4,897	–	–	0.35%	43
2019 Q1	$535K	Hold	4,897	–	–	0.35%	40
2018 Q4	$467K	Buy	+4,897	New	+$512K	0.33%	40

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

Fort Sheridan Advisors's AXP Position: Q1 2026 in Review

Fort Sheridan Advisors reduced its American Express (AXP) stake by 0.23% in Q1 2026, selling an estimated $16.8K and leaving 21,234 shares worth $6.42M. The position accounts for 0.78% of the portfolio, ranked #30.

Fort Sheridan Advisors first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.87M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Fort Sheridan Advisors held 21,234 shares of American Express worth $6.42M as of Q1 2026.
Fort Sheridan Advisors sold 50 American Express shares in Q1 2026, an estimated $16.8K.
American Express made up 0.78% of Fort Sheridan Advisors's portfolio in Q1 2026, its #30 holding.
Fort Sheridan Advisors first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
Fort Sheridan Advisors's American Express position peaked at $7.87M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.