L.J. Altfest & Co’s American Express AXP Stock Holding History

L.J. Altfest & 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	$1.01M	Buy	3,324 +92	+3%	+$30.8K	0.11%	140
2025 Q4	$1.2M	Sell	3,232 -172	-5%	-$61.5K	0.13%	120
2025 Q3	$1.13M	Sell	3,404 -33	-1%	-$10.5K	0.13%	115
2025 Q2	$1.1M	Buy	3,437 +219	+7%	+$61.6K	0.13%	117
2025 Q1	$866K	Hold	3,218	–	–	0.11%	134
2024 Q4	$955K	Buy	3,218 +3	+0.1%	+$862	0.12%	119
2024 Q3	$872K	Buy	3,215 +3	+0.1%	+$747	0.12%	141
2024 Q2	$744K	Buy	3,212 +21	+0.7%	+$4.86K	0.1%	141
2024 Q1	$727K	Sell	3,191 -49	-2%	-$10.2K	0.1%	143
2023 Q4	$607K	Buy	3,240 +45	+1%	+$7.24K	0.09%	159
2023 Q3	$477K	Hold	3,195	–	–	0.08%	187
2023 Q2	$557K	Sell	3,195 -4	-0.1%	-$645	0.08%	167
2023 Q1	$528K	Buy	3,199 +219	+7%	+$36.3K	0.08%	161
2022 Q4	$440K	Sell	2,980 -101	-3%	-$15K	0.07%	170
2022 Q3	$416K	Hold	3,081	–	–	0.08%	163
2022 Q2	$427K	Hold	3,081	–	–	0.08%	163
2022 Q1	$576K	Hold	3,081	–	–	0.1%	140
2021 Q4	$504K	Sell	3,081 -544	-15%	-$92.8K	0.1%	147
2021 Q3	$607K	Buy	3,625 +1	+0%	+$167	0.13%	118
2021 Q2	$599K	Buy	3,624 +2	+0.1%	+$313	0.13%	121
2021 Q1	$512K	Buy	3,622 +2	+0.1%	+$264	0.12%	134
2020 Q4	$438K	Buy	3,620 +2	+0.1%	+$222	0.11%	145
2020 Q3	$363K	Sell	3,618 -15	-0.4%	-$1.48K	0.1%	149
2020 Q2	$346K	Buy	3,633 +2	+0.1%	+$184	0.1%	149
2020 Q1	$311K	Buy	3,631 +119	+3%	+$13.8K	0.1%	134
2019 Q4	$437K	Hold	3,512	–	–	0.11%	118
2019 Q3	$415K	Sell	3,512 -300	-8%	-$36.8K	0.11%	113
2019 Q2	$471K	Hold	3,812	–	–	0.13%	105
2019 Q1	$417K	Buy	+3,812	New	+$401K	0.1%	115
2018 Q4	–	Sell	-3,712	Closed	-$395K	–	153
2018 Q3	$395K	Sell	3,712 -100	-3%	-$10.4K	0.12%	122
2018 Q2	$374K	Sell	3,812 -258	-6%	-$25.4K	0.14%	118
2018 Q1	$380K	Sell	4,070 -100	-2%	-$9.69K	0.16%	113
2017 Q4	$414K	Sell	4,170 -756	-15%	-$72K	0.16%	113
2017 Q3	$446K	Hold	4,926	–	–	0.22%	103
2017 Q2	$415K	Hold	4,926	–	–	0.25%	96
2017 Q1	$390K	Hold	4,926	–	–	0.15%	94
2016 Q4	$365K	Sell	4,926 -8	-0.2%	-$554	0.18%	97
2016 Q3	$316K	Sell	4,934 -40	-0.8%	-$2.57K	0.21%	96
2016 Q2	$302K	Hold	4,974	–	–	0.21%	97
2016 Q1	$305K	Buy	4,974 +48	+1%	+$2.79K	0.31%	66
2015 Q4	$343K	Sell	4,926 -430	-8%	-$31.3K	0.34%	69
2015 Q3	$397K	Buy	5,356 +124	+2%	+$9.54K	0.39%	65
2015 Q2	$407K	Buy	5,232 +476	+10%	+$37.8K	0.37%	64
2015 Q1	$372K	Sell	4,756 -300	-6%	-$24.9K	0.35%	63
2014 Q4	$470K	Buy	+5,056	New	+$453K	0.38%	72
2014 Q2	–	Sell	-4,000	Closed	-$338K	–	66
2014 Q1	$338K	Hold	4,000	–	–	0.31%	76
2013 Q4	$363K	Buy	+4,000	New	+$329K	0.31%	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

L.J. Altfest & Co's AXP Position: Q1 2026 in Review

L.J. Altfest & Co increased its American Express (AXP) stake by 2.8% in Q1 2026, buying an estimated $30.8K and bringing the position to 3,324 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #140.

L.J. Altfest & Co first reported a position in AXP in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.2M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

L.J. Altfest & Co held 3,324 shares of American Express worth $1.01M as of Q1 2026.
L.J. Altfest & Co bought 92 American Express shares in Q1 2026, an estimated $30.8K.
American Express made up 0.11% of L.J. Altfest & Co's portfolio in Q1 2026, its #140 holding.
L.J. Altfest & Co first reported a position in American Express in Q4 2013 and has held it in 47 quarters since.
L.J. Altfest & Co's American Express position peaked at $1.2M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.