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GW Henssler & Associates’s American Express AXP Stock Holding History

GW Henssler & 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
2026
Q1 		$202K Buy
667
+10
+2% +$3.35K 0.01% 227
2025
Q4 		$243K Sell
657
-3
-0.5% -$1.07K 0.01% 190
2025
Q3 		$219K Buy
660
+18
+3% +$5.72K 0.01% 200
2025
Q2 		$205K Buy
+642
New +$181K 0.01% 175
2022
Q2 		– Sell
-1,979
Closed -$370K – 223
2022
Q1 		$370K Hold
1,979
– – 0.02% 165
2021
Q4 		$324K Buy
+1,979
New +$337K 0.02% 198
2021
Q3 		– Sell
-1,979
Closed -$327K – 118
2021
Q2 		$327K Sell
1,979
-150
-7% -$23.5K 0.02% 189
2021
Q1 		$301K Hold
2,129
– – 0.02% 181
2020
Q4 		$257K Sell
2,129
-160
-7% -$17.7K 0.02% 185
2020
Q3 		$229K Buy
2,289
+157
+7% +$15.4K 0.02% 189
2020
Q2 		$203K Buy
+2,132
New +$196K 0.02% 184
2015
Q2 		– Sell
-87,194
Closed -$6.81M – 167
2015
Q1 		$6.81M Sell
87,194
-43,969
-34% -$3.65M 0.79% 41
2014
Q4 		$12.2M Buy
131,163
+14,204
+12% +$1.27M 1.37% 29
2014
Q3 		$10.2M Sell
116,959
-7,258
-6% -$653K 1.24% 35
2014
Q2 		$11.8M Buy
124,217
+1,248
+1% +$112K 1.43% 28
2014
Q1 		$11.1M Buy
122,969
+120,573
+5,032% +$10.8M 1.3% 31
2013
Q4 		$218K Buy
+2,396
New +$197K 0.03% 152

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

GW Henssler & Associates's AXP Position: Q1 2026 in Review

GW Henssler & Associates increased its American Express (AXP) stake by 1.5% in Q1 2026, buying an estimated $3.35K and bringing the position to 667 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #227.

GW Henssler & Associates first reported a position in AXP in Q4 2013 and has held it in 17 quarters since. The position peaked at $12.2M in Q4 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • GW Henssler & Associates held 667 shares of American Express worth $202K as of Q1 2026.
  • GW Henssler & Associates bought 10 American Express shares in Q1 2026, an estimated $3.35K.
  • American Express made up 0.01% of GW Henssler & Associates's portfolio in Q1 2026, its #227 holding.
  • GW Henssler & Associates first reported a position in American Express in Q4 2013 and has held it in 17 quarters since.
  • GW Henssler & Associates's American Express position peaked at $12.2M in Q4 2014.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.