Letson Investment Management’s American Express AXP Stock Holding History

Letson Investment Management’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	$9.51M	Sell	31,442 -421	-1%	-$141K	3.65%	6
2025 Q4	$11.8M	Sell	31,863 -136	-0.4%	-$48.7K	4.32%	5
2025 Q3	$10.6M	Buy	31,999 +164	+0.5%	+$52.2K	3.81%	6
2025 Q2	$10.2M	Sell	31,835 -12	-0%	-$3.38K	4.01%	6
2025 Q1	$8.57M	Hold	31,847	–	–	3.46%	6
2024 Q4	$9.45M	Hold	31,847	–	–	3.82%	6
2024 Q3	$8.64M	Hold	31,847	–	–	3.39%	6
2024 Q2	$7.37M	Hold	31,847	–	–	3.26%	6
2024 Q1	$7.25M	Buy	31,847 +25	+0.1%	+$5.18K	3.07%	9
2023 Q4	$5.96M	Buy	+31,822	New	+$5.12M	2.77%	9

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

Letson Investment Management's AXP Position: Q1 2026 in Review

Letson Investment Management reduced its American Express (AXP) stake by 1.3% in Q1 2026, selling an estimated $141K and leaving 31,442 shares worth $9.51M. The position accounts for 3.65% of the portfolio, ranked #6.

Letson Investment Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.8M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Letson Investment Management held 31,442 shares of American Express worth $9.51M as of Q1 2026.
Letson Investment Management sold 421 American Express shares in Q1 2026, an estimated $141K.
American Express made up 3.65% of Letson Investment Management's portfolio in Q1 2026, its #6 holding.
Letson Investment Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Letson Investment Management's American Express position peaked at $11.8M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Letson Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.