Howe & Rusling’s American Express AXP Stock Holding History

Howe & Rusling’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	$965K	Hold	3,191	–	–	0.06%	133
2025 Q4	$1.18M	Buy	3,191 +1,576	+98%	+$564K	0.08%	112
2025 Q3	$536K	Sell	1,615 -333	-17%	-$106K	0.04%	172
2025 Q2	$621K	Buy	1,948 +71	+4%	+$20K	0.05%	154
2025 Q1	$505K	Buy	1,877 +43	+2%	+$12.7K	0.04%	160
2024 Q4	$544K	Hold	1,834	–	–	0.05%	144
2024 Q3	$497K	Buy	1,834 +196	+12%	+$48.8K	0.04%	156
2024 Q2	$379K	Sell	1,638 -30	-2%	-$6.95K	0.03%	176
2024 Q1	$380K	Buy	1,668 +13	+0.8%	+$2.7K	0.04%	180
2023 Q4	$310K	Buy	1,655 +9	+0.5%	+$1.45K	0.03%	185
2023 Q3	$246K	Buy	1,646 +16	+1%	+$2.62K	0.03%	200
2023 Q2	$284K	Hold	1,630	–	–	0.03%	188
2023 Q1	$269K	Hold	1,630	–	–	0.03%	191
2022 Q4	$241K	Sell	1,630 -6	-0.4%	-$889	0.03%	191
2022 Q3	$221K	Buy	1,636 +13	+0.8%	+$1.97K	0.03%	194
2022 Q2	$225K	Buy	+1,623	New	+$268K	0.03%	188
2021 Q1	–	Sell	-100	Closed	-$12K	–	945
2020 Q4	$12K	Buy	+100	New	+$11.1K	﹤0.01%	462
2020 Q1	–	Sell	-95	Closed	-$12K	–	776
2019 Q4	$12K	Hold	95	–	–	﹤0.01%	448
2019 Q3	$11K	Buy	95 +18	+23%	+$2.21K	﹤0.01%	454
2019 Q2	$10K	Sell	77 -12	-13%	-$1.41K	﹤0.01%	445
2019 Q1	$10K	Sell	89 -7	-7%	-$736	﹤0.01%	447
2018 Q4	$9K	Sell	96 -15	-14%	-$1.57K	﹤0.01%	451
2018 Q3	$12K	Hold	111	–	–	﹤0.01%	465
2018 Q2	$11K	Hold	111	–	–	﹤0.01%	440
2018 Q1	$10K	Sell	111 -28	-20%	-$2.71K	﹤0.01%	493
2017 Q4	$14K	Hold	139	–	–	﹤0.01%	422
2017 Q3	$13K	Sell	139 -43	-24%	-$3.7K	﹤0.01%	430
2017 Q2	$15K	Buy	182 +43	+31%	+$3.4K	﹤0.01%	403
2017 Q1	$11K	Sell	139 -28	-17%	-$2.19K	﹤0.01%	463
2016 Q4	$12K	Hold	167	–	–	﹤0.01%	447
2016 Q3	$11K	Buy	167 +44	+36%	+$2.83K	﹤0.01%	479
2016 Q2	$7K	Buy	+123	New	+$7.79K	﹤0.01%	546
2015 Q4	–	Sell	-197	Closed	-$15K	–	993
2015 Q3	$15K	Hold	197	–	–	﹤0.01%	425
2015 Q2	$15K	Hold	197	–	–	﹤0.01%	453
2015 Q1	$15K	Buy	197 +167	+557%	+$13.9K	﹤0.01%	434
2014 Q4	$3K	Sell	30 -100	-77%	-$8.96K	﹤0.01%	695
2014 Q3	$11K	Buy	+130	New	+$11.7K	﹤0.01%	475
2014 Q2	–	Sell	-269	Closed	-$24K	–	832
2014 Q1	$24K	Sell	269 -110	-29%	-$9.83K	0.01%	428
2013 Q4	$34K	Sell	379 -15	-4%	-$1.23K	0.01%	339
2013 Q3	$30K	Sell	394 -492	-56%	-$37K	0.01%	409
2013 Q2	$66K	Buy	+886	New	+$63K	0.02%	285

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

Howe & Rusling's AXP Position: Q1 2026 in Review

Howe & Rusling held its American Express (AXP) position steady in Q1 2026 at 3,191 shares worth $965K. The position accounts for 0.06% of the portfolio, ranked #133.

Howe & Rusling first reported a position in AXP in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.18M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Howe & Rusling held 3,191 shares of American Express worth $965K as of Q1 2026.
Howe & Rusling left its American Express share count unchanged in Q1 2026.
American Express made up 0.06% of Howe & Rusling's portfolio in Q1 2026, its #133 holding.
Howe & Rusling first reported a position in American Express in Q2 2013 and has held it in 41 quarters since.
Howe & Rusling's American Express position peaked at $1.18M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.