Kurt F. Somerville’s American Express AXP Stock Holding History

Kurt F. Somerville’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	$5.9M	Sell	19,490 -4,610	-19%	-$1.55M	1.56%	26
2025 Q4	$8.92M	Buy	24,100 +6,186	+35%	+$2.21M	1.51%	24
2025 Q3	$5.95M	Buy	17,914 +5,684	+46%	+$1.81M	0.98%	30
2025 Q2	$3.9M	Buy	12,230 +8,945	+272%	+$2.52M	0.66%	35
2025 Q1	$884K	Buy	3,285 +35	+1%	+$10.3K	0.15%	56
2024 Q4	$965K	Hold	3,250	–	–	0.16%	54
2024 Q3	$881K	Hold	3,250	–	–	0.14%	57
2024 Q2	$753K	Sell	3,250 -35	-1%	-$8.11K	0.13%	60
2024 Q1	$748K	Hold	3,285	–	–	0.13%	61
2023 Q4	$615K	Hold	3,285	–	–	0.12%	60
2023 Q3	$490K	Sell	3,285 -240	-7%	-$39.3K	0.1%	75
2023 Q2	$614K	Sell	3,525 -25	-0.7%	-$4.03K	0.12%	67
2023 Q1	$586K	Sell	3,550 -275	-7%	-$45.6K	0.11%	72
2022 Q4	$565K	Hold	3,825	–	–	0.11%	75
2022 Q3	$516K	Hold	3,825	–	–	0.1%	73
2022 Q2	$530K	Sell	3,825 -200	-5%	-$33K	0.1%	75
2022 Q1	$753K	Sell	4,025 -125	-3%	-$22.6K	0.12%	66
2021 Q4	$679K	Hold	4,150	–	–	0.09%	71
2021 Q3	$696K	Hold	4,150	–	–	0.11%	65
2021 Q2	$686K	Sell	4,150 -150	-3%	-$23.5K	0.1%	66
2021 Q1	$608K	Hold	4,300	–	–	0.1%	71
2020 Q4	$520K	Hold	4,300	–	–	0.08%	70
2020 Q3	$431K	Hold	4,300	–	–	0.08%	76
2020 Q2	$410K	Hold	4,300	–	–	0.08%	82
2020 Q1	$368K	Buy	+4,300	New	+$500K	0.08%	76
2019 Q3	–	Sell	-1,650	Closed	-$204K	–	102
2019 Q2	$204K	Sell	1,650 -2,200	-57%	-$258K	0.04%	102
2019 Q1	$421K	Sell	3,850 -850	-18%	-$89.3K	0.08%	75
2018 Q4	$448K	Sell	4,700 -600	-11%	-$62.8K	0.1%	70
2018 Q3	$564K	Sell	5,300 -125	-2%	-$13K	0.11%	73
2018 Q2	$531K	Sell	5,425 -250	-4%	-$24.6K	0.12%	73
2018 Q1	$529K	Sell	5,675 -425	-7%	-$41.2K	0.12%	71
2017 Q4	$606K	Buy	6,100 +2,800	+85%	+$267K	0.13%	72
2017 Q3	$299K	Hold	3,300	–	–	0.06%	90
2017 Q2	$278K	Sell	3,300 -700	-18%	-$55.4K	0.06%	89
2017 Q1	$316K	Sell	4,000 -500	-11%	-$39.1K	0.07%	87
2016 Q4	$333K	Hold	4,500	–	–	0.07%	88
2016 Q3	$288K	Hold	4,500	–	–	0.06%	95
2016 Q2	$273K	Hold	4,500	–	–	0.06%	96
2016 Q1	$276K	Hold	4,500	–	–	0.06%	95
2015 Q4	$313K	Hold	4,500	–	–	0.07%	99
2015 Q3	$334K	Sell	4,500 -1,265	-22%	-$97.3K	0.09%	94
2015 Q2	$448K	Hold	5,765	–	–	0.1%	83
2015 Q1	$450K	Sell	5,765 -665	-10%	-$55.2K	0.1%	85
2014 Q4	$598K	Buy	6,430 +1,430	+29%	+$128K	0.15%	78
2014 Q3	$438K	Sell	5,000 -500	-9%	-$45K	0.18%	78
2014 Q2	$522K	Hold	5,500	–	–	0.2%	72
2014 Q1	$495K	Sell	5,500 -500	-8%	-$44.7K	0.2%	74
2013 Q4	$544K	Hold	6,000	–	–	0.21%	72
2013 Q3	$453K	Hold	6,000	–	–	0.18%	76
2013 Q2	$449K	Buy	+6,000	New	+$427K	0.19%	76

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

Kurt F. Somerville's AXP Position: Q1 2026 in Review

Kurt F. Somerville reduced its American Express (AXP) stake by 19% in Q1 2026, selling an estimated $1.55M and leaving 19,490 shares worth $5.9M. The position accounts for 1.56% of the portfolio, ranked #26.

Kurt F. Somerville first reported a position in AXP in Q2 2013 and has held it in 50 quarters since. The position peaked at $8.92M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Kurt F. Somerville held 19,490 shares of American Express worth $5.9M as of Q1 2026.
Kurt F. Somerville sold 4,610 American Express shares in Q1 2026, an estimated $1.55M.
American Express made up 1.56% of Kurt F. Somerville's portfolio in Q1 2026, its #26 holding.
Kurt F. Somerville first reported a position in American Express in Q2 2013 and has held it in 50 quarters since.
Kurt F. Somerville's American Express position peaked at $8.92M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.