Limestone Investment Advisors’s American Express AXP Stock Holding History

Limestone Investment Advisors’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	$2.75M	Buy	9,100 +4,900	+117%	+$1.64M	0.22%	76
2025 Q4	$1.55M	Sell	4,200 -3,200	-43%	-$1.15M	0.15%	114
2025 Q3	$2.46M	Sell	7,400 -4,500	-38%	-$1.43M	0.19%	85
2025 Q2	$3.8M	Buy	+11,900	New	+$3.35M	0.33%	64

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

Limestone Investment Advisors's AXP Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in American Express (AXP) in Q1 2026: 2,087 shares worth $631K. The stake represents 0.05% of the portfolio and ranks #191 among its holdings.

2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Limestone Investment Advisors held 2,087 shares of American Express worth $631K as of Q1 2026.
American Express was a new Limestone Investment Advisors position in Q1 2026.
American Express made up 0.05% of Limestone Investment Advisors's portfolio in Q1 2026, its #191 holding.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.