Harbor Advisors’s American Express AXP Stock Holding History

Harbor 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	$605K	Hold	2,000	–	–	0.09%	110
2025 Q4	$740K	Hold	2,000	–	–	0.11%	99
2025 Q3	$664K	Hold	2,000	–	–	0.1%	103
2025 Q2	$638K	Hold	2,000	–	–	0.1%	102
2025 Q1	$538K	Hold	2,000	–	–	0.09%	109
2024 Q4	$594K	Hold	2,000	–	–	0.09%	102
2024 Q3	$542K	Hold	2,000	–	–	0.09%	106
2024 Q2	$463K	Hold	2,000	–	–	0.08%	114
2024 Q1	$455K	Hold	2,000	–	–	0.08%	113
2023 Q4	$375K	Hold	2,000	–	–	0.07%	119
2023 Q3	$298K	Hold	2,000	–	–	0.06%	123
2023 Q2	$348K	Hold	2,000	–	–	0.07%	102
2023 Q1	$330K	Hold	2,000	–	–	0.08%	105
2022 Q4	$296K	Hold	2,000	–	–	0.07%	118
2022 Q3	$270K	Hold	2,000	–	–	0.07%	123
2022 Q2	$277K	Hold	2,000	–	–	0.07%	124
2022 Q1	$374K	Hold	2,000	–	–	0.08%	112
2021 Q4	$327K	Hold	2,000	–	–	0.06%	124
2021 Q3	$335K	Hold	2,000	–	–	0.07%	119
2021 Q2	$330K	Hold	2,000	–	–	0.07%	121
2021 Q1	$283K	Hold	2,000	–	–	0.06%	137
2020 Q4	$242K	Hold	2,000	–	–	0.05%	138
2020 Q3	$201K	Buy	+2,000	New	+$197K	0.05%	136
2020 Q1	–	Sell	-2,000	Closed	-$249K	–	142
2019 Q4	$249K	Hold	2,000	–	–	0.07%	141
2019 Q3	$237K	Hold	2,000	–	–	0.07%	143
2019 Q2	$247K	Hold	2,000	–	–	0.07%	146
2019 Q1	$219K	Buy	+2,000	New	+$210K	0.07%	148
2018 Q4	–	Sell	-2,000	Closed	-$213K	–	166
2018 Q3	$213K	Buy	+2,000	New	+$208K	0.07%	167

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

Harbor Advisors's AXP Position: Q1 2026 in Review

Harbor Advisors held its American Express (AXP) position steady in Q1 2026 at 2,000 shares worth $605K. The position accounts for 0.09% of the portfolio, ranked #110.

Harbor Advisors first reported a position in AXP in Q3 2018 and has held it in 28 quarters since. The position peaked at $740K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Harbor Advisors held 2,000 shares of American Express worth $605K as of Q1 2026.
Harbor Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.09% of Harbor Advisors's portfolio in Q1 2026, its #110 holding.
Harbor Advisors first reported a position in American Express in Q3 2018 and has held it in 28 quarters since.
Harbor Advisors's American Express position peaked at $740K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Harbor Advisors's 13F filing for Q1 2026, filed 7 May 2026.