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Gladstone Institutional Advisory’s American Express AXP Stock Holding History

Gladstone Institutional Advisory’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 		$6.12M Sell
20,223
-3,201
-14% -$1.07M 0.23% 94
2025
Q4 		$8.67M Buy
23,424
+3,994
+21% +$1.43M 0.33% 64
2025
Q3 		$6.45M Buy
19,430
+5,582
+40% +$1.78M 0.25% 93
2025
Q2 		$4.42M Buy
13,848
+3,020
+28% +$850K 0.18% 127
2025
Q1 		$2.91M Sell
10,828
-5,536
-34% -$1.64M 0.14% 166
2024
Q4 		$4.86M Buy
16,364
+5,111
+45% +$1.47M 0.23% 103
2024
Q3 		$3.05M Sell
11,253
-3,104
-22% -$773K 0.15% 166
2024
Q2 		$3.32M Buy
14,357
+3,846
+37% +$891K 0.17% 153
2024
Q1 		$2.39M Sell
10,511
-2,810
-21% -$583K 0.13% 188
2023
Q4 		$2.5M Buy
13,321
+531
+4% +$85.5K 0.14% 183
2023
Q3 		$1.91M Buy
12,790
+689
+6% +$113K 0.12% 188
2023
Q2 		$2.11M Buy
12,101
+205
+2% +$33.1K 0.13% 190
2023
Q1 		$1.96M Sell
11,896
-64
-0.5% -$10.6K 0.13% 196
2022
Q4 		$1.77M Buy
11,960
+5,281
+79% +$782K 0.12% 201
2022
Q3 		$901K Sell
6,679
-1,067
-14% -$162K 0.07% 291
2022
Q2 		$1.07M Buy
7,746
+1,137
+17% +$188K 0.08% 255
2022
Q1 		$1.24M Buy
6,609
+1,017
+18% +$184K 0.08% 256
2021
Q4 		$915K Sell
5,592
-647
-10% -$110K 0.07% 273
2021
Q3 		$1.04M Sell
6,239
-1,989
-24% -$333K 0.1% 225
2021
Q2 		$1.36M Buy
8,228
+368
+5% +$57.6K 0.16% 148
2021
Q1 		$1.11M Buy
+7,860
New +$1.04M 0.17% 134
2020
Q4 		– Sell
-3,578
Closed -$359K – 301
2020
Q3 		$359K Buy
+3,578
New +$352K 0.09% 177
2020
Q1 		– Sell
-1,694
Closed -$211K – 273
2019
Q4 		$211K Sell
1,694
-905
-35% -$108K 0.05% 254
2019
Q3 		$308K Buy
2,599
+229
+10% +$28.1K 0.08% 199
2019
Q2 		$293K Buy
+2,370
New +$278K 0.09% 205

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

Gladstone Institutional Advisory's AXP Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its American Express (AXP) stake by 14% in Q1 2026, selling an estimated $1.07M and leaving 20,223 shares worth $6.12M. The position accounts for 0.23% of the portfolio, ranked #94.

Gladstone Institutional Advisory first reported a position in AXP in Q2 2019 and has held it in 25 quarters since. The position peaked at $8.67M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Gladstone Institutional Advisory held 20,223 shares of American Express worth $6.12M as of Q1 2026.
  • Gladstone Institutional Advisory sold 3,201 American Express shares in Q1 2026, an estimated $1.07M.
  • American Express made up 0.23% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #94 holding.
  • Gladstone Institutional Advisory first reported a position in American Express in Q2 2019 and has held it in 25 quarters since.
  • Gladstone Institutional Advisory's American Express position peaked at $8.67M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.