Laird Norton Wetherby Trust Company’s American Express AXP Stock Holding History

Laird Norton Wetherby Trust Company’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	$10M	Sell	33,161 -1,189	-3%	-$399K	0.22%	68
2025 Q4	$12.7M	Buy	+34,350	New	+$12.3M	0.26%	59
2023 Q4	–	Sell	-1,579	Closed	-$236K	–	98
2023 Q3	$236K	Hold	1,579	–	–	0.03%	102
2023 Q2	$275K	Hold	1,579	–	–	0.03%	93
2023 Q1	$260K	Sell	1,579 -13	-0.8%	-$2.16K	0.03%	96
2022 Q4	$235K	Buy	+1,592	New	+$236K	0.03%	99
2022 Q3	–	Sell	-1,743	Closed	-$242K	–	76
2022 Q2	$242K	Buy	1,743 +111	+7%	+$18.3K	0.03%	100
2022 Q1	$305K	Sell	1,632 -40	-2%	-$7.22K	0.03%	143
2021 Q4	$273K	Hold	1,672	–	–	0.03%	157
2021 Q3	$280K	Sell	1,672 -160	-9%	-$26.8K	0.03%	147
2021 Q2	$302K	Sell	1,832 -7	-0.4%	-$1.1K	0.03%	121
2021 Q1	$222K	Hold	1,839	–	–	0.02%	140
2020 Q4	$222K	Buy	+1,839	New	+$204K	0.02%	136

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

Laird Norton Wetherby Trust Company's AXP Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its American Express (AXP) stake by 3.5% in Q1 2026, selling an estimated $399K and leaving 33,161 shares worth $10M. The position accounts for 0.22% of the portfolio, ranked #68.

Laird Norton Wetherby Trust Company first reported a position in AXP in Q4 2020 and has held it in 13 quarters since. The position peaked at $12.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Laird Norton Wetherby Trust Company held 33,161 shares of American Express worth $10M as of Q1 2026.
Laird Norton Wetherby Trust Company sold 1,189 American Express shares in Q1 2026, an estimated $399K.
American Express made up 0.22% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #68 holding.
Laird Norton Wetherby Trust Company first reported a position in American Express in Q4 2020 and has held it in 13 quarters since.
Laird Norton Wetherby Trust Company's American Express position peaked at $12.7M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.