Gifford Fong Associates’s American Express AXP Stock Holding History

Gifford Fong Associates’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
2025 Q4	$4.07M	Hold	11,000	–	–	0.81%	37
2025 Q3	$3.65M	Hold	11,000	–	–	0.77%	39
2025 Q2	$3.51M	Hold	11,000	–	–	0.81%	37
2025 Q1	$2.96M	Hold	11,000	–	–	0.74%	45
2024 Q4	$3.27M	Hold	11,000	–	–	0.8%	39
2024 Q3	$2.98M	Hold	11,000	–	–	0.75%	41
2024 Q2	$2.55M	Hold	11,000	–	–	0.67%	47
2024 Q1	$2.5M	Hold	11,000	–	–	0.69%	46
2023 Q4	$2.06M	Hold	11,000	–	–	0.44%	62
2023 Q3	$1.64M	Hold	11,000	–	–	0.39%	66
2023 Q2	$1.92M	Hold	11,000	–	–	0.45%	63
2023 Q1	$1.81M	Hold	11,000	–	–	0.48%	65
2022 Q4	$1.63M	Hold	11,000	–	–	0.37%	69
2022 Q3	$1.48M	Hold	11,000	–	–	0.37%	68
2022 Q2	$1.52M	Hold	11,000	–	–	0.36%	72
2022 Q1	$2.06M	Hold	11,000	–	–	0.38%	63
2021 Q4	$1.8M	Hold	11,000	–	–	0.31%	71
2021 Q3	$1.84M	Hold	11,000	–	–	0.36%	67
2021 Q2	$1.82M	Hold	11,000	–	–	0.35%	70
2021 Q1	$1.56M	Hold	11,000	–	–	0.33%	78
2020 Q4	$1.33M	Hold	11,000	–	–	0.31%	77
2020 Q3	$1.1M	Hold	11,000	–	–	0.3%	75
2020 Q2	$1.05M	Hold	11,000	–	–	0.32%	73
2020 Q1	$942K	Hold	11,000	–	–	0.35%	69
2019 Q4	$1.37M	Hold	11,000	–	–	0.4%	66
2019 Q3	$1.3M	Hold	11,000	–	–	0.43%	63
2019 Q2	$1.36M	Hold	11,000	–	–	0.45%	61
2019 Q1	$1.2M	Hold	11,000	–	–	0.4%	70
2018 Q4	$1.05M	Hold	11,000	–	–	0.4%	69
2018 Q3	$1.17M	Hold	11,000	–	–	0.37%	72
2018 Q2	$1.08M	Hold	11,000	–	–	0.37%	69
2018 Q1	$1.03M	Buy	+11,000	New	+$1.07M	0.42%	60

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gifford Fong Associates's AXP Position: Q4 2025 in Review

Gifford Fong Associates held its American Express (AXP) position steady in Q4 2025 at 11,000 shares worth $4.07M. The position accounts for 0.81% of the portfolio, ranked #37.

Gifford Fong Associates first reported a position in AXP in Q1 2018 and has held it in 32 quarters since. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Gifford Fong Associates held 11,000 shares of American Express worth $4.07M as of Q4 2025.
Gifford Fong Associates left its American Express share count unchanged in Q4 2025.
American Express made up 0.81% of Gifford Fong Associates's portfolio in Q4 2025, its #37 holding.
Gifford Fong Associates first reported a position in American Express in Q1 2018 and has held it in 32 quarters since.
3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.