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GFI Investment Counsel’s American Express AXP Stock Holding History

GFI Investment Counsel’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 		$57.4M Sell
189,847
-13,942
-7% -$4.67M 7.85% 5
2025
Q4 		$75.4M Sell
203,789
-2,174
-1% -$778K 8.04% 5
2025
Q3 		$68.4M Buy
205,963
+236
+0.1% +$75.1K 7.12% 6
2025
Q2 		$65.6M Buy
205,727
+2,597
+1% +$731K 7.15% 7
2025
Q1 		$54.7M Buy
203,130
+7,838
+4% +$2.32M 6.36% 11
2024
Q4 		$58M Buy
195,292
+7,468
+4% +$2.15M 6.65% 9
2024
Q3 		$50.9M Buy
187,824
+8,425
+5% +$2.1M 5.91% 11
2024
Q2 		$41.5M Buy
+179,399
New +$41.5M 5.43% 12

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

GFI Investment Counsel's AXP Position: Q1 2026 in Review

GFI Investment Counsel reduced its American Express (AXP) stake by 6.8% in Q1 2026, selling an estimated $4.67M and leaving 189,847 shares worth $57.4M. The position accounts for 7.85% of the portfolio, ranked #5.

GFI Investment Counsel first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $75.4M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • GFI Investment Counsel held 189,847 shares of American Express worth $57.4M as of Q1 2026.
  • GFI Investment Counsel sold 13,942 American Express shares in Q1 2026, an estimated $4.67M.
  • American Express made up 7.85% of GFI Investment Counsel's portfolio in Q1 2026, its #5 holding.
  • GFI Investment Counsel first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • GFI Investment Counsel's American Express position peaked at $75.4M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on GFI Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.