Logan Capital Management’s American Express AXP Stock Holding History

Logan Capital 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	–	Sell	-1,586	Closed	-$532K	–	294
2025 Q4	$587K	Buy	1,586 +1,451	+1,075%	+$519K	0.02%	233
2025 Q3	$44.8K	Buy	135 +45	+50%	+$14.3K	﹤0.01%	313
2025 Q2	$28.7K	Sell	90 -400	-82%	-$113K	﹤0.01%	324
2025 Q1	$132K	Sell	490 -15	-3%	-$4.43K	0.01%	297
2024 Q4	$150K	Buy	505 +2	+0.4%	+$575	0.01%	300
2024 Q3	$136K	Hold	503	–	–	0.01%	304
2024 Q2	$116K	Buy	503 +103	+26%	+$23.9K	0.01%	304
2024 Q1	$91.1K	Hold	400	–	–	﹤0.01%	319
2023 Q4	$74.9K	Hold	400	–	–	﹤0.01%	337
2023 Q3	$59.7K	Sell	400 -265	-40%	-$43.3K	﹤0.01%	335
2023 Q2	$116K	Hold	665	–	–	0.01%	304
2023 Q1	$110K	Hold	665	–	–	0.01%	314
2022 Q4	$98.3K	Hold	665	–	–	0.01%	317
2022 Q3	$90K	Hold	665	–	–	0.01%	305
2022 Q2	$92K	Hold	665	–	–	0.01%	316
2022 Q1	$124K	Hold	665	–	–	0.01%	305
2021 Q4	$109K	Hold	665	–	–	﹤0.01%	319
2021 Q3	$111K	Hold	665	–	–	0.01%	312
2021 Q2	$110K	Hold	665	–	–	0.01%	308
2021 Q1	$94K	Buy	+665	New	+$87.9K	﹤0.01%	311

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

Logan Capital Management's AXP Position: Q1 2026 in Review

Logan Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 1,586 shares — an estimated $532K sold.

Logan Capital Management first reported a position in AXP in Q1 2021 and held it in 20 quarters. The position peaked at $587K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Logan Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 1,586 American Express shares in Q1 2026, an estimated $532K.
Logan Capital Management first reported a position in American Express in Q1 2021 and held it in 20 quarters.
Logan Capital Management's American Express position peaked at $587K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.