Latitude Advisors’s American Express AXP Stock Holding History

Latitude Advisors’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	–	Sell	-729	Closed	-$270K	–	216
2025 Q4	$270K	Sell	729 -12	-2%	-$4.29K	0.12%	181
2025 Q3	$246K	Sell	741 -30	-4%	-$9.54K	0.11%	187
2025 Q2	$246K	Sell	771 -8	-1%	-$2.25K	0.12%	175
2025 Q1	$210K	Sell	779 -102	-12%	-$30.1K	0.12%	180
2024 Q4	$262K	Sell	881 -12	-1%	-$3.45K	0.15%	147
2024 Q3	$242K	Sell	893 -9	-1%	-$2.24K	0.14%	162
2024 Q2	$209K	Sell	902 -8	-0.9%	-$1.85K	0.13%	169
2024 Q1	$207K	Buy	+910	New	+$189K	0.13%	172
2022 Q3	–	Sell	-1,500	Closed	-$208K	–	149
2022 Q2	$208K	Sell	1,500 -2,838	-65%	-$469K	0.19%	133
2022 Q1	$811K	Buy	4,338 +1,804	+71%	+$326K	0.18%	114
2021 Q4	$415K	Sell	2,534 -2	-0.1%	-$341	0.12%	182
2021 Q3	$425K	Buy	2,536 +1,289	+103%	+$216K	0.13%	152
2021 Q2	$206K	Buy	+1,247	New	+$195K	0.15%	163
2021 Q1	–	Sell	-2,471	Closed	-$299K	–	160
2020 Q4	$299K	Buy	+2,471	New	+$274K	0.26%	93

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

Latitude Advisors's AXP Position: Q1 2026 in Review

Latitude Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 729 shares — an estimated $270K sold.

Latitude Advisors first reported a position in AXP in Q4 2020 and held it in 14 quarters. The position peaked at $811K in Q1 2022. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Latitude Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Latitude Advisors sold 729 American Express shares in Q1 2026, an estimated $270K.
Latitude Advisors first reported a position in American Express in Q4 2020 and held it in 14 quarters.
Latitude Advisors's American Express position peaked at $811K in Q1 2022.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.