Harbour Investment Management’s American Express AXP Stock Holding History

Harbour Investment Management’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	–	Sell	-550	Closed	-$203K	–	103
2025 Q4	$203K	Sell	550 -2,500	-82%	-$895K	0.11%	98
2025 Q3	$1.01M	Hold	3,050	–	–	0.44%	56
2025 Q2	$973K	Hold	3,050	–	–	0.42%	56
2025 Q1	$821K	Hold	3,050	–	–	0.37%	61
2024 Q4	$905K	Buy	3,050 +511	+20%	+$147K	0.4%	57
2024 Q3	$689K	Hold	2,539	–	–	0.31%	60
2024 Q2	$588K	Hold	2,539	–	–	0.27%	59
2024 Q1	$578K	Hold	2,539	–	–	0.27%	62
2023 Q4	$476K	Hold	2,539	–	–	0.25%	60
2023 Q3	$379K	Buy	2,539 +39	+2%	+$6.38K	0.22%	65
2023 Q2	$436K	Hold	2,500	–	–	0.23%	62
2023 Q1	$412K	Hold	2,500	–	–	0.23%	59
2022 Q4	$369K	Hold	2,500	–	–	0.21%	63
2022 Q3	$337K	Hold	2,500	–	–	0.21%	61
2022 Q2	$347K	Hold	2,500	–	–	0.21%	63
2022 Q1	$468K	Hold	2,500	–	–	0.23%	60
2021 Q4	$409K	Hold	2,500	–	–	0.19%	63
2021 Q3	$419K	Sell	2,500 -29	-1%	-$4.85K	0.21%	62
2021 Q2	$418K	Hold	2,529	–	–	0.21%	65
2021 Q1	$358K	Buy	2,529 +29	+1%	+$3.83K	0.19%	66
2020 Q4	$302K	Hold	2,500	–	–	0.17%	64
2020 Q3	$251K	Hold	2,500	–	–	0.16%	66
2020 Q2	$238K	Hold	2,500	–	–	0.17%	67
2020 Q1	$214K	Hold	2,500	–	–	0.17%	66
2019 Q4	$311K	Hold	2,500	–	–	0.2%	64
2019 Q3	$296K	Hold	2,500	–	–	0.21%	64
2019 Q2	$309K	Hold	2,500	–	–	0.22%	62
2019 Q1	$273K	Hold	2,500	–	–	0.2%	63
2018 Q4	$238K	Hold	2,500	–	–	0.2%	62
2018 Q3	$266K	Hold	2,500	–	–	0.19%	61
2018 Q2	$245K	Hold	2,500	–	–	0.19%	62
2018 Q1	$233K	Hold	2,500	–	–	0.17%	65
2017 Q4	$248K	Hold	2,500	–	–	0.17%	66
2017 Q3	$226K	Hold	2,500	–	–	0.16%	68
2017 Q2	$211K	Buy	+2,500	New	+$198K	0.15%	67
2015 Q1	–	Sell	-2,500	Closed	-$233K	–	79
2014 Q4	$233K	Hold	2,500	–	–	0.15%	82
2014 Q3	$219K	Hold	2,500	–	–	0.15%	77
2014 Q2	$237K	Hold	2,500	–	–	0.15%	78
2014 Q1	$225K	Hold	2,500	–	–	0.15%	76
2013 Q4	$227K	Buy	+2,500	New	+$205K	0.15%	75

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

Harbour Investment Management's AXP Position: Q1 2026 in Review

Harbour Investment Management sold out of American Express (AXP) in Q1 2026, closing a stake of 550 shares — an estimated $203K sold.

Harbour Investment Management first reported a position in AXP in Q4 2013 and held it in 40 quarters. The position peaked at $1.01M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Harbour Investment Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Harbour Investment Management sold 550 American Express shares in Q1 2026, an estimated $203K.
Harbour Investment Management first reported a position in American Express in Q4 2013 and held it in 40 quarters.
Harbour Investment Management's American Express position peaked at $1.01M in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Harbour Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.