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Leith Wheeler Investment Counsel’s American Express AXP Stock Holding History

Leith Wheeler Investment Counsel’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 		$393K Hold
1,300
– – 0.03% 74
2025
Q4 		$481K Buy
+1,300
New +$465K 0.04% 72

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

Leith Wheeler Investment Counsel's AXP Position: Q1 2026 in Review

Leith Wheeler Investment Counsel held its American Express (AXP) position steady in Q1 2026 at 1,300 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #74.

Leith Wheeler Investment Counsel first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $481K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Leith Wheeler Investment Counsel held 1,300 shares of American Express worth $393K as of Q1 2026.
  • Leith Wheeler Investment Counsel left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.03% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #74 holding.
  • Leith Wheeler Investment Counsel first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Leith Wheeler Investment Counsel's American Express position peaked at $481K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.