Hendershot Investments’s American Express AXP Stock Holding History

Hendershot Investments’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	$7.23M	Hold	23,903	–	–	0.97%	31
2025 Q4	$8.84M	Sell	23,903 -16	-0.1%	-$5.73K	1.13%	27
2025 Q3	$7.94M	Sell	23,919 -110	-0.5%	-$35K	1%	32
2025 Q2	$7.66M	Sell	24,029 -332	-1%	-$93.4K	1.02%	34
2025 Q1	$6.55M	Sell	24,361 -4	-0%	-$1.18K	0.89%	34
2024 Q4	$7.23M	Sell	24,365 -7	-0%	-$2.01K	0.99%	34
2024 Q3	$6.61M	Sell	24,372 -3,900	-14%	-$971K	0.9%	35
2024 Q2	$6.55M	Sell	28,272 -287	-1%	-$66.5K	0.94%	34
2024 Q1	$6.5M	Hold	28,559	–	–	0.93%	34
2023 Q4	$5.35M	Hold	28,559	–	–	0.82%	35
2023 Q3	$4.26M	Sell	28,559 -31	-0.1%	-$5.07K	0.71%	35
2023 Q2	$4.98M	Sell	28,590 -15	-0.1%	-$2.42K	0.8%	35
2023 Q1	$4.72M	Hold	28,605	–	–	0.79%	35
2022 Q4	$4.23M	Sell	28,605 -25	-0.1%	-$3.7K	0.71%	39
2022 Q3	$3.86M	Hold	28,630	–	–	0.73%	42
2022 Q2	$3.97M	Hold	28,630	–	–	0.7%	42
2022 Q1	$5.35M	Hold	28,630	–	–	0.82%	40
2021 Q4	$4.68M	Sell	28,630 -800	-3%	-$136K	0.71%	43
2021 Q3	$4.93M	Buy	+29,430	New	+$4.92M	0.93%	40

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

Hendershot Investments's AXP Position: Q1 2026 in Review

Hendershot Investments held its American Express (AXP) position steady in Q1 2026 at 23,903 shares worth $7.23M. The position accounts for 0.97% of the portfolio, ranked #31.

Hendershot Investments first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.84M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Hendershot Investments held 23,903 shares of American Express worth $7.23M as of Q1 2026.
Hendershot Investments left its American Express share count unchanged in Q1 2026.
American Express made up 0.97% of Hendershot Investments's portfolio in Q1 2026, its #31 holding.
Hendershot Investments first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
Hendershot Investments's American Express position peaked at $8.84M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.