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Long Road Investment Counsel’s American Express AXP Stock Holding History

Long Road 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 		– Sell
-573
Closed -$212K – 79
2025
Q4 		$212K Buy
+573
New +$205K 0.08% 77
2022
Q1 		– Sell
-1,233
Closed -$202K – 70
2021
Q4 		$202K Hold
1,233
– – 0.08% 76
2021
Q3 		$207K Hold
1,233
– – 0.09% 73
2021
Q2 		$204K Buy
+1,233
New +$193K 0.09% 74

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

Long Road Investment Counsel's AXP Position: Q1 2026 in Review

Long Road Investment Counsel sold out of American Express (AXP) in Q1 2026, closing a stake of 573 shares — an estimated $212K sold.

Long Road Investment Counsel first reported a position in AXP in Q2 2021 and held it in 4 quarters. The position peaked at $212K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Long Road Investment Counsel reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Long Road Investment Counsel sold 573 American Express shares in Q1 2026, an estimated $212K.
  • Long Road Investment Counsel first reported a position in American Express in Q2 2021 and held it in 4 quarters.
  • Long Road Investment Counsel's American Express position peaked at $212K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.