Legacy Bridge’s American Express AXP Stock Holding History

Legacy Bridge’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	$194K	Sell	640 -55	-8%	-$18.4K	0.07%	146
2025 Q4	$257K	Buy	695 +55	+9%	+$19.7K	0.1%	131
2025 Q3	$213K	Hold	640	–	–	0.09%	136
2025 Q2	$204K	Hold	640	–	–	0.1%	132
2025 Q1	$172K	Hold	640	–	–	0.1%	137
2024 Q4	$190K	Hold	640	–	–	0.1%	136
2024 Q3	$174K	Hold	640	–	–	0.09%	145
2024 Q2	$148K	Hold	640	–	–	0.09%	141
2024 Q1	$146K	Hold	640	–	–	0.09%	154
2023 Q4	$120K	Sell	640 -225	-26%	-$36.2K	0.08%	159
2023 Q3	$129K	Hold	865	–	–	0.09%	152
2023 Q2	$151K	Hold	865	–	–	0.1%	151
2023 Q1	$143K	Hold	865	–	–	0.1%	151
2022 Q4	$128K	Hold	865	–	–	0.09%	152
2022 Q3	$117K	Hold	865	–	–	0.09%	149
2022 Q2	$120K	Hold	865	–	–	0.09%	156
2022 Q1	$162K	Sell	865 -135	-14%	-$24.4K	0.09%	153
2021 Q4	$164K	Hold	1,000	–	–	0.09%	155
2021 Q3	$168K	Hold	1,000	–	–	0.1%	151
2021 Q2	$165K	Hold	1,000	–	–	0.09%	152
2021 Q1	$141K	Hold	1,000	–	–	0.09%	150
2020 Q4	$121K	Hold	1,000	–	–	0.09%	153
2020 Q3	$100K	Hold	1,000	–	–	0.09%	149
2020 Q2	$95K	Hold	1,000	–	–	0.1%	144
2020 Q1	$86K	Sell	1,000 -190	-16%	-$22.1K	0.11%	145
2019 Q4	$148K	Hold	1,190	–	–	0.12%	149
2019 Q3	$141K	Hold	1,190	–	–	0.13%	143
2019 Q2	$147K	Hold	1,190	–	–	0.14%	141
2019 Q1	$130K	Buy	1,190 +190	+19%	+$20K	0.13%	144
2018 Q4	$95K	Buy	+1,000	New	+$105K	0.12%	146

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

Legacy Bridge's AXP Position: Q1 2026 in Review

Legacy Bridge reduced its American Express (AXP) stake by 7.9% in Q1 2026, selling an estimated $18.4K and leaving 640 shares worth $194K. The position accounts for 0.07% of the portfolio, ranked #146.

Legacy Bridge first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $257K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Legacy Bridge held 640 shares of American Express worth $194K as of Q1 2026.
Legacy Bridge sold 55 American Express shares in Q1 2026, an estimated $18.4K.
American Express made up 0.07% of Legacy Bridge's portfolio in Q1 2026, its #146 holding.
Legacy Bridge first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
Legacy Bridge's American Express position peaked at $257K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.