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Legacy Trust’s American Express AXP Stock Holding History

Legacy Trust’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 		$9.75M Buy
32,239
+922
+3% +$309K 1.87% 17
2025
Q4 		$11.6M Buy
31,317
+628
+2% +$225K 2.17% 12
2025
Q3 		$10.2M Buy
30,689
+1,875
+7% +$596K 2.01% 14
2025
Q2 		$9.19M Sell
28,814
-2,372
-8% -$668K 2.25% 12
2025
Q1 		$8.39M Sell
31,186
-289
-0.9% -$85.4K 2.02% 15
2024
Q4 		$9.34M Sell
31,475
-73
-0.2% -$21K 2.17% 11
2024
Q3 		$8.56M Sell
31,548
-75
-0.2% -$18.7K 1.97% 13
2024
Q2 		$7.32M Sell
31,623
-1,014
-3% -$235K 1.82% 18
2024
Q1 		$7.43M Sell
32,637
-10
-0% -$2.07K 1.85% 15
2023
Q4 		$6.12M Sell
32,647
-75
-0.2% -$12.1K 1.59% 20
2023
Q3 		$4.88M Buy
32,722
+536
+2% +$87.7K 1.42% 23
2023
Q2 		$5.61M Buy
32,186
+438
+1% +$70.7K 1.55% 18
2023
Q1 		$5.24M Sell
31,748
-174
-0.5% -$28.9K 1.56% 19
2022
Q4 		$4.72M Buy
+31,922
New +$4.73M 1.46% 24

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Legacy Trust's AXP Position: Q1 2026 in Review

Legacy Trust increased its American Express (AXP) stake by 2.9% in Q1 2026, buying an estimated $309K and bringing the position to 32,239 shares worth $9.75M. The position accounts for 1.87% of the portfolio, ranked #17.

Legacy Trust first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.6M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Legacy Trust held 32,239 shares of American Express worth $9.75M as of Q1 2026.
  • Legacy Trust bought 922 American Express shares in Q1 2026, an estimated $309K.
  • American Express made up 1.87% of Legacy Trust's portfolio in Q1 2026, its #17 holding.
  • Legacy Trust first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's American Express position peaked at $11.6M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.