James J. Burns & Company’s American Express AXP Stock Holding History

James J. Burns & Company’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	$349K	Sell	1,153 -200	-15%	-$67.1K	0.05%	111
2025 Q4	$500K	Sell	1,353 -100	-7%	-$35.8K	0.07%	97
2025 Q3	$483K	Hold	1,453	–	–	0.07%	93
2025 Q2	$463K	Sell	1,453 -2	-0.1%	-$563	0.08%	89
2025 Q1	$391K	Hold	1,455	–	–	0.07%	97
2024 Q4	$432K	Buy	1,455 +296	+26%	+$85K	0.08%	94
2024 Q3	$315K	Hold	1,159	–	–	0.06%	104
2024 Q2	$268K	Buy	+1,159	New	+$268K	0.05%	108
2024 Q1	–	Sell	-1,135	Closed	-$213K	–	87
2023 Q4	$213K	Buy	+1,135	New	+$183K	0.05%	115

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

James J. Burns & Company's AXP Position: Q1 2026 in Review

James J. Burns & Company reduced its American Express (AXP) stake by 15% in Q1 2026, selling an estimated $67.1K and leaving 1,153 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #111.

James J. Burns & Company first reported a position in AXP in Q4 2023 and has held it in 9 quarters since. The position peaked at $500K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

James J. Burns & Company held 1,153 shares of American Express worth $349K as of Q1 2026.
James J. Burns & Company sold 200 American Express shares in Q1 2026, an estimated $67.1K.
American Express made up 0.05% of James J. Burns & Company's portfolio in Q1 2026, its #111 holding.
James J. Burns & Company first reported a position in American Express in Q4 2023 and has held it in 9 quarters since.
James J. Burns & Company's American Express position peaked at $500K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.