Galvin Gaustad & Stein’s American Express AXP Stock Holding History

Galvin Gaustad & Stein’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	$16.8M	Sell	55,598 -2,784	-5%	-$933K	1.35%	24
2025 Q4	$21.6M	Sell	58,382 -7,013	-11%	-$2.51M	1.69%	14
2025 Q3	$21.7M	Sell	65,395 -4,079	-6%	-$1.3M	1.76%	16
2025 Q2	$22.2M	Buy	69,474 +60	+0.1%	+$16.9K	1.91%	16
2025 Q1	$18.7M	Sell	69,414 -700	-1%	-$207K	1.67%	23
2024 Q4	$20.8M	Sell	70,114 -526	-0.7%	-$151K	1.86%	17
2024 Q3	$19.2M	Buy	70,640 +1,068	+2%	+$266K	1.71%	22
2024 Q2	$16.1M	Buy	69,572 +11,564	+20%	+$2.68M	1.5%	31
2024 Q1	$13.2M	Buy	58,008 +56,687	+4,291%	+$11.8M	1.22%	36
2023 Q4	$247K	Buy	+1,321	New	+$213K	0.02%	164
2021 Q3	–	Sell	-1,375	Closed	-$227K	–	177
2021 Q2	$227K	Sell	1,375 -255	-16%	-$39.9K	0.02%	179
2021 Q1	$231K	Sell	1,630 -226	-12%	-$29.9K	0.02%	178
2020 Q4	$224K	Buy	+1,856	New	+$206K	0.02%	177

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

Galvin Gaustad & Stein's AXP Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its American Express (AXP) stake by 4.8% in Q1 2026, selling an estimated $933K and leaving 55,598 shares worth $16.8M. The position accounts for 1.35% of the portfolio, ranked #24.

Galvin Gaustad & Stein first reported a position in AXP in Q4 2020 and has held it in 13 quarters since. The position peaked at $22.2M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Galvin Gaustad & Stein held 55,598 shares of American Express worth $16.8M as of Q1 2026.
Galvin Gaustad & Stein sold 2,784 American Express shares in Q1 2026, an estimated $933K.
American Express made up 1.35% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #24 holding.
Galvin Gaustad & Stein first reported a position in American Express in Q4 2020 and has held it in 13 quarters since.
Galvin Gaustad & Stein's American Express position peaked at $22.2M in Q2 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.