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	$454K	Buy	+1,500	New	+$503K	0.01%	522
2025 Q2	–	Sell	-2,500	Closed	-$673K	–	462
2025 Q1	$673K	Buy	+2,500	New	+$739K	0.02%	388
2023 Q4	–	Sell	-12,600	Closed	-$1.88M	–	348
2023 Q3	$1.88M	Buy	12,600 +11,900	+1,700%	+$1.95M	0.07%	207
2023 Q2	$122K	Buy	+700	New	+$113K	﹤0.01%	339
2017 Q1	–	Sell	-60,000	Closed	-$4.45M	–	327
2016 Q4	$4.45M	Buy	+60,000	New	+$4.15M	0.29%	105

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.