JTC Employer Solutions Trustee’s American Express AXP Stock Holding History

JTC Employer Solutions Trustee’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	$6.81M	Hold	22,500	–	–	0.57%	21
2025 Q4	$8.33M	Hold	22,500	–	–	0.57%	21
2025 Q3	$7.47M	Hold	22,500	–	–	0.64%	21
2025 Q2	$7.17M	Sell	22,500 -5,000	-18%	-$1.41M	0.68%	20
2025 Q1	$7.4M	Hold	27,500	–	–	0.61%	20
2024 Q4	$8.18M	Hold	27,500	–	–	0.58%	20
2024 Q3	$7.46M	Hold	27,500	–	–	0.49%	20
2024 Q2	$6.37M	Hold	27,500	–	–	0.43%	21
2024 Q1	$6.26M	Sell	27,500 -10,000	-27%	-$2.07M	0.4%	21
2023 Q4	$7.04M	Hold	37,500	–	–	0.64%	19
2023 Q3	$5.6M	Hold	37,500	–	–	0.52%	21
2023 Q2	$6.53M	Hold	37,500	–	–	0.62%	18
2023 Q1	$6.18M	Hold	37,500	–	–	0.66%	15
2022 Q4	$5.54M	Hold	37,500	–	–	0.47%	19
2022 Q3	$5.06M	Hold	37,500	–	–	0.84%	18
2022 Q2	$5.2M	Hold	37,500	–	–	0.68%	16
2022 Q1	$7.01M	Hold	37,500	–	–	0.78%	17
2021 Q4	$6.13M	Hold	37,500	–	–	0.76%	19
2021 Q3	$6.28M	Buy	+37,500	New	+$6.27M	0.84%	18

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

JTC Employer Solutions Trustee's AXP Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its American Express (AXP) position steady in Q1 2026 at 22,500 shares worth $6.81M. The position accounts for 0.57% of the portfolio, ranked #21.

JTC Employer Solutions Trustee first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.33M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

JTC Employer Solutions Trustee held 22,500 shares of American Express worth $6.81M as of Q1 2026.
JTC Employer Solutions Trustee left its American Express share count unchanged in Q1 2026.
American Express made up 0.57% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #21 holding.
JTC Employer Solutions Trustee first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
JTC Employer Solutions Trustee's American Express position peaked at $8.33M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.