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GHE LLC’s American Express AXP Stock Holding History

GHE LLC’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 		$5.08M Sell
16,782
-1,220
-7% -$409K 2.11% 6
2025
Q4 		$6.66M Buy
18,002
+700
+4% +$250K 2.21% 5
2025
Q3 		$5.75M Buy
17,302
+15
+0.1% +$4.77K 2.32% 5
2025
Q2 		$5.51M Buy
17,287
+127
+0.7% +$35.7K 2.47% 7
2025
Q1 		$4.62M Buy
17,160
+139
+0.8% +$41.1K 2.09% 11
2024
Q4 		$5.05M Buy
17,021
+447
+3% +$128K 2% 11
2024
Q3 		$4.5M Buy
+16,574
New +$4.13M 1.68% 10

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

GHE LLC's AXP Position: Q1 2026 in Review

GHE LLC reduced its American Express (AXP) stake by 6.8% in Q1 2026, selling an estimated $409K and leaving 16,782 shares worth $5.08M. The position accounts for 2.11% of the portfolio, ranked #6.

GHE LLC first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.66M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • GHE LLC held 16,782 shares of American Express worth $5.08M as of Q1 2026.
  • GHE LLC sold 1,220 American Express shares in Q1 2026, an estimated $409K.
  • American Express made up 2.11% of GHE LLC's portfolio in Q1 2026, its #6 holding.
  • GHE LLC first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • GHE LLC's American Express position peaked at $6.66M in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on GHE LLC's 13F filing for Q1 2026, filed 4 May 2026.