Joel Isaacson & Co’s American Express AXP Stock Holding History

Joel Isaacson & 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	$4.22M	Buy	13,942 +56	+0.4%	+$18.8K	0.14%	70
2025 Q4	$5.14M	Buy	13,886 +112	+0.8%	+$40.1K	0.17%	62
2025 Q3	$4.58M	Buy	13,774 +2,047	+17%	+$651K	0.17%	63
2025 Q2	$3.74M	Buy	11,727 +1,503	+15%	+$423K	0.15%	67
2025 Q1	$2.75M	Buy	10,224 +381	+4%	+$113K	0.12%	79
2024 Q4	$2.92M	Hold	9,843	–	–	0.13%	72
2024 Q3	$2.67M	Sell	9,843 -256	-3%	-$63.7K	0.13%	75
2024 Q2	$2.34M	Buy	10,099 +408	+4%	+$94.5K	0.12%	76
2024 Q1	$2.21M	Buy	9,691 +4	+0%	+$829	0.12%	81
2023 Q4	$1.81M	Buy	9,687 +1,904	+24%	+$306K	0.11%	86
2023 Q3	$1.16M	Buy	7,783 +350	+5%	+$57.2K	0.08%	106
2023 Q2	$1.29M	Hold	7,433	–	–	0.09%	101
2023 Q1	$1.23M	Hold	7,433	–	–	0.09%	99
2022 Q4	$1.1M	Sell	7,433 -216	-3%	-$32K	0.08%	99
2022 Q3	$1.03M	Buy	7,649 +92	+1%	+$13.9K	0.09%	102
2022 Q2	$1.05M	Hold	7,557	–	–	0.09%	96
2022 Q1	$1.39M	Hold	7,557	–	–	0.1%	89
2021 Q4	$1.24M	Hold	7,557	–	–	0.08%	103
2021 Q3	$1.27M	Buy	7,557 +6	+0.1%	+$1K	0.1%	97
2021 Q2	$1.25M	Buy	7,551 +356	+5%	+$55.8K	0.1%	88
2021 Q1	$1.02M	Hold	7,195	–	–	0.09%	91
2020 Q4	$870K	Hold	7,195	–	–	0.09%	97
2020 Q3	$721K	Sell	7,195 -17	-0.2%	-$1.67K	0.09%	97
2020 Q2	$687K	Buy	7,212 +654	+10%	+$60.2K	0.1%	95
2020 Q1	$561K	Sell	6,558 -195	-3%	-$22.7K	0.1%	96
2019 Q4	$841K	Hold	6,753	–	–	0.11%	85
2019 Q3	$799K	Sell	6,753 -159	-2%	-$19.5K	0.11%	86
2019 Q2	$853K	Sell	6,912 -3	-0%	-$352	0.12%	81
2019 Q1	$756K	Sell	6,915 -53	-0.8%	-$5.57K	0.11%	99
2018 Q4	$687K	Buy	6,968 +375	+6%	+$39.2K	0.11%	106
2018 Q3	$702K	Sell	6,593 -355	-5%	-$36.9K	0.11%	93
2018 Q2	$681K	Hold	6,948	–	–	0.11%	93
2018 Q1	$648K	Hold	6,948	–	–	0.11%	97
2017 Q4	$690K	Buy	6,948 +150	+2%	+$14.3K	0.12%	91
2017 Q3	$615K	Hold	6,798	–	–	0.11%	93
2017 Q2	$573K	Hold	6,798	–	–	0.11%	91
2017 Q1	$538K	Sell	6,798 -300	-4%	-$23.5K	0.11%	87
2016 Q4	$526K	Sell	7,098 -225	-3%	-$15.6K	0.11%	82
2016 Q3	$469K	Buy	7,323 +230	+3%	+$14.8K	0.1%	93
2016 Q2	$431K	Sell	7,093 -2,703	-28%	-$171K	0.09%	102
2016 Q1	$601K	Sell	9,796 -1,000	-9%	-$58.2K	0.13%	75
2015 Q4	$751K	Hold	10,796	–	–	0.18%	59
2015 Q3	$800K	Hold	10,796	–	–	0.21%	50
2015 Q2	$839K	Buy	10,796 +1,403	+15%	+$111K	0.22%	54
2015 Q1	$734K	Sell	9,393 -225	-2%	-$18.7K	0.19%	61
2014 Q4	$895K	Sell	9,618 -75	-0.8%	-$6.72K	0.24%	54
2014 Q3	$849K	Hold	9,693	–	–	0.26%	50
2014 Q2	$920K	Sell	9,693 -400	-4%	-$36.1K	0.29%	44
2014 Q1	$909K	Sell	10,093 -100	-1%	-$8.93K	0.31%	44
2013 Q4	$925K	Buy	10,193 +45	+0.4%	+$3.7K	0.34%	37
2013 Q3	$766K	Buy	10,148 +666	+7%	+$50.1K	0.31%	41
2013 Q2	$709K	Buy	+9,482	New	+$675K	0.33%	40

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

Joel Isaacson & Co's AXP Position: Q1 2026 in Review

Joel Isaacson & Co increased its American Express (AXP) stake by 0.4% in Q1 2026, buying an estimated $18.8K and bringing the position to 13,942 shares worth $4.22M. The position accounts for 0.14% of the portfolio, ranked #70.

Joel Isaacson & Co first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.14M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Joel Isaacson & Co held 13,942 shares of American Express worth $4.22M as of Q1 2026.
Joel Isaacson & Co bought 56 American Express shares in Q1 2026, an estimated $18.8K.
American Express made up 0.14% of Joel Isaacson & Co's portfolio in Q1 2026, its #70 holding.
Joel Isaacson & Co first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's American Express position peaked at $5.14M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.