Glass Jacobson Investment Advisors’s American Express AXP Stock Holding History

Glass Jacobson Investment 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	$302K	Hold	1,000	–	–	0.1%	156
2025 Q4	$370K	Hold	1,000	–	–	0.13%	136
2025 Q3	$332K	Hold	1,000	–	–	0.12%	146
2025 Q2	$319K	Sell	1,000 -85	-8%	-$23.9K	0.12%	144
2025 Q1	$322K	Hold	1,085	–	–	0.11%	188
2024 Q4	$322K	Hold	1,085	–	–	0.11%	188
2024 Q3	$294K	Hold	1,085	–	–	0.1%	192
2024 Q2	$251K	Hold	1,085	–	–	0.09%	193
2024 Q1	$247K	Hold	1,085	–	–	0.09%	195
2023 Q4	$203K	Sell	1,085 -107	-9%	-$17.2K	0.08%	203
2023 Q3	$178K	Hold	1,192	–	–	0.08%	213
2023 Q2	$208K	Buy	+1,192	New	+$192K	0.1%	191
2022 Q4	$160K	Buy	+1,085	New	+$161K	0.08%	210

Other funds holding AXP

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Glass Jacobson Investment Advisors's AXP Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its American Express (AXP) position steady in Q1 2026 at 1,000 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #156.

Glass Jacobson Investment Advisors first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. The position peaked at $370K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Glass Jacobson Investment Advisors held 1,000 shares of American Express worth $302K as of Q1 2026.
Glass Jacobson Investment Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.1% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #156 holding.
Glass Jacobson Investment Advisors first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's American Express position peaked at $370K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.