J. Goldman & Co’s American Express AXP Stock Holding History

J. Goldman & Co’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	$383K	Buy	+1,265	New	+$424K	0.01%	539
2025 Q4	–	Sell	-23,327	Closed	-$7.75M	–	571
2025 Q3	$7.75M	Buy	+23,327	New	+$7.42M	0.19%	145
2023 Q2	–	Sell	-12,555	Closed	-$2.03M	–	377
2023 Q1	$2.07M	Sell	12,555 -10,399	-45%	-$1.73M	0.08%	204
2022 Q4	$3.39M	Buy	+22,954	New	+$3.4M	0.17%	134
2013 Q4	–	Sell	-15,000	Closed	-$1.13M	–	221
2013 Q3	$1.13M	Buy	+15,000	New	+$1.13M	0.11%	187

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

J. Goldman & Co's AXP Position: Q1 2026 in Review

J. Goldman & Co opened a new position in American Express (AXP) in Q1 2026: 1,265 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in AXP as recently as Q3 2025.

J. Goldman & Co first reported a position in AXP in Q3 2013 and has held it in 5 quarters since. The position peaked at $7.75M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

J. Goldman & Co held 1,265 shares of American Express worth $383K as of Q1 2026.
American Express was a new J. Goldman & Co position in Q1 2026.
American Express made up 0.01% of J. Goldman & Co's portfolio in Q1 2026, its #539 holding.
J. Goldman & Co first reported a position in American Express in Q3 2013 and has held it in 5 quarters since.
J. Goldman & Co's American Express position peaked at $7.75M in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.