Laurie J. Hall Trustee’s American Express AXP Stock Holding History

Laurie J. Hall Trustee’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 Q3	–	Sell	-656	Closed	-$222K	–	99
2026 Q2	$222K	Buy	+656	New	+$210K	0.07%	101
2026 Q1	–	Sell	-656	Closed	-$243K	–	106
2025 Q4	$243K	Sell	656 -33	-5%	-$11.8K	0.08%	98
2025 Q3	$229K	Sell	689 -40	-5%	-$12.7K	0.07%	106
2025 Q2	$233K	Buy	+729	New	+$205K	0.08%	106
2025 Q1	–	Sell	-944	Closed	-$280K	–	120
2024 Q4	$280K	Sell	944 -320	-25%	-$91.9K	0.09%	103
2024 Q3	$343K	Sell	1,264 -40	-3%	-$10K	0.11%	99
2024 Q2	$302K	Hold	1,304	–	–	0.11%	95
2024 Q1	$297K	Sell	1,304 -145	-10%	-$30.1K	0.1%	93
2023 Q4	$271K	Hold	1,449	–	–	0.1%	95
2023 Q3	$216K	Hold	1,449	–	–	0.09%	100
2023 Q2	$252K	Hold	1,449	–	–	0.1%	93
2023 Q1	$239K	Hold	1,449	–	–	0.1%	96
2022 Q4	$214K	Hold	1,449	–	–	0.1%	100
2022 Q3	$195K	Hold	1,449	–	–	0.1%	101
2022 Q2	$201K	Sell	1,449 -130	-8%	-$21.5K	0.09%	102
2022 Q1	$295K	Hold	1,579	–	–	0.11%	93
2021 Q4	$258K	Hold	1,579	–	–	0.09%	102
2021 Q3	$265K	Sell	1,579 -10	-0.6%	-$1.67K	0.1%	92
2021 Q2	$263K	Sell	1,589 -445	-22%	-$69.7K	0.1%	96
2021 Q1	$288K	Hold	2,034	–	–	0.11%	98
2020 Q4	$246K	Hold	2,034	–	–	0.1%	101
2020 Q3	$204K	Buy	+2,034	New	+$200K	0.09%	105
2019 Q4	$291K	Hold	2,339	–	–	0.13%	92
2019 Q3	$277K	Hold	2,339	–	–	0.14%	95
2019 Q2	$289K	Hold	2,339	–	–	0.15%	89
2019 Q1	$256K	Sell	2,339 -105	-4%	-$11K	0.13%	95
2018 Q4	$262K	Sell	2,444 -218	-8%	-$22.8K	0.14%	91
2018 Q3	$283K	Sell	2,662 -56	-2%	-$5.82K	0.15%	89
2018 Q2	$266K	Sell	2,718 -100	-4%	-$9.8K	0.15%	84
2018 Q1	$263K	Sell	2,818 -87	-3%	-$8.43K	0.16%	81
2017 Q4	$288K	Hold	2,905	–	–	0.16%	81
2017 Q3	$263K	Hold	2,905	–	–	0.16%	78
2017 Q2	$245K	Hold	2,905	–	–	0.16%	81
2017 Q1	$226K	Sell	2,905 -530	-15%	-$41.4K	0.14%	84
2016 Q4	$259K	Buy	+3,435	New	+$238K	0.17%	83
2016 Q2	$214K	Hold	3,435	–	–	0.14%	88
2016 Q1	$226K	Hold	3,435	–	–	0.14%	87
2015 Q4	$183K	Sell	3,435 -250	-7%	-$18.2K	0.13%	93
2015 Q3	$273K	Sell	3,685 -1,500	-29%	-$115K	0.22%	74
2015 Q2	$403K	Buy	5,185 +650	+14%	+$51.6K	0.29%	65
2015 Q1	$354K	Hold	4,535	–	–	0.26%	70
2014 Q4	$422K	Hold	4,535	–	–	0.3%	60
2014 Q3	$397K	Buy	+4,535	New	+$408K	0.3%	60
2014 Q2	–	Sell	-4,535	Closed	-$408K	–	87
2014 Q1	$408K	Hold	4,535	–	–	0.32%	60
2013 Q4	$411K	Hold	4,535	–	–	0.32%	62
2013 Q3	$342K	Hold	4,535	–	–	0.29%	64
2013 Q2	$339K	Buy	+4,535	New	+$323K	0.3%	63

Other funds holding AXP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Laurie J. Hall Trustee's AXP Position: Q3 2026 in Review

Laurie J. Hall Trustee sold out of American Express (AXP) in Q3 2026, closing a stake of 656 shares — an estimated $222K sold.

Laurie J. Hall Trustee first reported a position in AXP in Q2 2013 and held it in 47 quarters. The position peaked at $422K in Q4 2014. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Laurie J. Hall Trustee reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
Laurie J. Hall Trustee sold 656 American Express shares in Q3 2026, an estimated $222K.
Laurie J. Hall Trustee first reported a position in American Express in Q2 2013 and held it in 47 quarters.
Laurie J. Hall Trustee's American Express position peaked at $422K in Q4 2014.
2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2026, filed 6 Oct 2026.