Henshaw Capital’s American Express AXP Stock Holding History

Henshaw Capital’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	$29.9M	Hold	98,805	–	–	1.11%	33
2025 Q4	$36.6M	Hold	98,805	–	–	1.31%	29
2025 Q3	$32.8M	Hold	98,805	–	–	1.22%	28
2025 Q2	$31.5M	Hold	98,805	–	–	1.25%	27
2025 Q1	$26.6M	Hold	98,805	–	–	1.17%	28
2024 Q4	$29.3M	Hold	98,805	–	–	1.22%	28
2024 Q3	$26.8M	Buy	98,805 +500	+0.5%	+$125K	1.12%	30
2024 Q2	$22.8M	Hold	98,305	–	–	1.03%	30
2024 Q1	$22.4M	Hold	98,305	–	–	1.05%	33
2023 Q4	$18.4M	Hold	98,305	–	–	0.96%	39
2023 Q3	$14.7M	Buy	98,305 +32,300	+49%	+$5.28M	0.85%	44
2023 Q2	$11.5M	Hold	66,005	–	–	0.66%	48
2023 Q1	$10.9M	Hold	66,005	–	–	0.67%	47
2022 Q4	$9.75M	Buy	66,005 +62,500	+1,783%	+$9.26M	0.65%	45
2022 Q3	$473K	Sell	3,505 -96	-3%	-$14.5K	0.03%	147
2022 Q2	$499K	Buy	3,601 +730	+25%	+$121K	0.03%	146
2022 Q1	$537K	Hold	2,871	–	–	0.03%	150
2021 Q4	$470K	Buy	+2,871	New	+$490K	0.03%	180
2021 Q1	–	Sell	-3,125	Closed	-$378K	–	350
2020 Q4	$378K	Buy	+3,125	New	+$346K	0.03%	203

Other funds holding AXP

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM