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Garton & Associates Financial Advisors’s American Express AXP Stock Holding History

Garton & Associates Financial 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
-204
Closed -$75.6K – 168
2025
Q4 		$75.6K Buy
+204
New +$73K 0.04% 294

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Garton & Associates Financial Advisors's AXP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 204 shares — an estimated $75.6K sold.

Garton & Associates Financial Advisors first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $75.6K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 204 American Express shares in Q1 2026, an estimated $75.6K.
  • Garton & Associates Financial Advisors first reported a position in American Express in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's American Express position peaked at $75.6K in Q4 2025.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.