Hemenway Trust Hemenway Trust’s American Express AXP Stock Holding History

Hemenway Trust Hemenway Trust’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	$17.9M	Buy	59,068 +15,252	+35%	+$5.11M	1.44%	27
2025 Q4	$16.2M	Buy	43,816 +12,477	+40%	+$4.46M	1.24%	28
2025 Q3	$10.4M	Buy	31,339 +10,749	+52%	+$3.42M	0.8%	36
2025 Q2	$6.57M	Buy	20,590 +19,190	+1,371%	+$5.4M	0.51%	38
2025 Q1	$377K	Buy	+1,400	New	+$414K	0.03%	89
2015 Q1	–	Sell	-216	Closed	-$20K	–	215
2014 Q4	$20K	Hold	216	–	–	0.01%	185
2014 Q3	$19K	Sell	216 -150	-41%	-$13.5K	0.01%	185
2014 Q2	$35K	Hold	366	–	–	0.01%	182
2014 Q1	$33K	Buy	+366	New	+$32.7K	0.01%	174

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

Hemenway Trust Hemenway Trust's AXP Position: Q1 2026 in Review

Hemenway Trust Hemenway Trust increased its American Express (AXP) stake by 35% in Q1 2026, buying an estimated $5.11M and bringing the position to 59,068 shares worth $17.9M. The position accounts for 1.44% of the portfolio, ranked #27.

Hemenway Trust Hemenway Trust first reported a position in AXP in Q1 2014 and has held it in 9 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Hemenway Trust Hemenway Trust held 59,068 shares of American Express worth $17.9M as of Q1 2026.
Hemenway Trust Hemenway Trust bought 15,252 American Express shares in Q1 2026, an estimated $5.11M.
American Express made up 1.44% of Hemenway Trust Hemenway Trust's portfolio in Q1 2026, its #27 holding.
Hemenway Trust Hemenway Trust first reported a position in American Express in Q1 2014 and has held it in 9 quarters since.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2026, filed 7 May 2026.