K.J. Harrison & Partners’s American Express AXP Stock Holding History

K.J. Harrison & Partners’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	$1.21M	Buy	+4,003	New	+$1.34M	0.2%	115
2022 Q1	–	Sell	-1,722	Closed	-$282K	–	332
2021 Q4	$282K	Buy	1,722 +140	+9%	+$23.9K	0.04%	236
2021 Q3	$267K	Hold	1,582	–	–	0.04%	243
2021 Q2	$262	Buy	1,582 +32	+2%	+$5.01K	0.03%	246
2021 Q1	$219K	Buy	+1,550	New	+$205K	0.03%	252
2015 Q2	–	Sell	-8,900	Closed	-$695K	–	183
2015 Q1	$695K	Buy	+8,900	New	+$739K	0.2%	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

K.J. Harrison & Partners's AXP Position: Q1 2026 in Review

K.J. Harrison & Partners opened a new position in American Express (AXP) in Q1 2026: 4,003 shares worth $1.21M. The stake represents 0.2% of the portfolio and ranks #115 among its holdings. This is a return to the name: K.J. Harrison & Partners previously reported a position in AXP as recently as Q4 2021.

K.J. Harrison & Partners first reported a position in AXP in Q1 2015 and has held it in 6 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

K.J. Harrison & Partners held 4,003 shares of American Express worth $1.21M as of Q1 2026.
American Express was a new K.J. Harrison & Partners position in Q1 2026.
American Express made up 0.2% of K.J. Harrison & Partners's portfolio in Q1 2026, its #115 holding.
K.J. Harrison & Partners first reported a position in American Express in Q1 2015 and has held it in 6 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.