Guardian Partners’s American Express AXP Stock Holding History

Guardian Partners’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	$8M	Sell	26,369 -194	-0.7%	-$65K	0.67%	47
2025 Q4	$9.36M	Sell	26,563 -905	-3%	-$324K	0.75%	44
2025 Q3	$9.02M	Sell	27,468 -330	-1%	-$105K	0.76%	46
2025 Q2	$8.82M	Sell	27,798 -39	-0.1%	-$11K	0.79%	42
2025 Q1	$7.24M	Sell	27,837 -882	-3%	-$261K	0.75%	45
2024 Q4	$8.7M	Buy	+28,719	New	+$8.25M	0.89%	41

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

Guardian Partners's AXP Position: Q1 2026 in Review

Guardian Partners reduced its American Express (AXP) stake by 0.73% in Q1 2026, selling an estimated $65K and leaving 26,369 shares worth $8M. The position accounts for 0.67% of the portfolio, ranked #47.

Guardian Partners first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.36M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Guardian Partners held 26,369 shares of American Express worth $8M as of Q1 2026.
Guardian Partners sold 194 American Express shares in Q1 2026, an estimated $65K.
American Express made up 0.67% of Guardian Partners's portfolio in Q1 2026, its #47 holding.
Guardian Partners first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Guardian Partners's American Express position peaked at $9.36M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.