Goepper Burkhardt’s American Express AXP Stock Holding History

Goepper Burkhardt’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	$257K	Hold	850	–	–	0.09%	85
2025 Q4	$314K	Hold	850	–	–	0.1%	78
2025 Q3	$282K	Hold	850	–	–	0.1%	82
2025 Q2	$271K	Hold	850	–	–	0.1%	82
2025 Q1	$229K	Hold	850	–	–	0.09%	90
2024 Q4	$252K	Hold	850	–	–	0.1%	74
2024 Q3	$231K	Buy	+850	New	+$212K	0.1%	76
2024 Q2	–	Sell	-850	Closed	-$206K	–	80
2024 Q1	$206K	Buy	+850	New	+$176K	0.1%	78

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

Goepper Burkhardt's AXP Position: Q1 2026 in Review

Goepper Burkhardt held its American Express (AXP) position steady in Q1 2026 at 850 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #85.

Goepper Burkhardt first reported a position in AXP in Q1 2024 and has held it in 8 quarters since. The position peaked at $314K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Goepper Burkhardt held 850 shares of American Express worth $257K as of Q1 2026.
Goepper Burkhardt left its American Express share count unchanged in Q1 2026.
American Express made up 0.09% of Goepper Burkhardt's portfolio in Q1 2026, its #85 holding.
Goepper Burkhardt first reported a position in American Express in Q1 2024 and has held it in 8 quarters since.
Goepper Burkhardt's American Express position peaked at $314K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.