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Longbow Finance’s American Express AXP Stock Holding History

Longbow Finance’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
-16,524
Closed -$6.11M – 57
2025
Q4 		$6.11M Sell
16,524
-16,754
-50% -$6M 1.04% 34
2025
Q3 		$11.1M Buy
33,278
+5,005
+18% +$1.59M 1.09% 28
2025
Q2 		$9.02M Buy
+28,273
New +$7.96M 0.96% 34
2025
Q1 		– Sell
-23,144
Closed -$6.87M – 84
2024
Q4 		$6.87M Buy
23,144
+1,096
+5% +$315K 0.75% 46
2024
Q3 		$5.98M Buy
22,048
+3,972
+22% +$989K 0.64% 44
2024
Q2 		$4.19M Sell
18,076
-961
-5% -$223K 0.43% 56
2024
Q1 		$4.33M Buy
+19,037
New +$3.95M 0.44% 61
2023
Q3 		– Sell
-95,931
Closed -$16.7M – 62
2023
Q2 		$16.7M Buy
95,931
+33
+0% +$5.32K 1.95% 14
2023
Q1 		$15.8M Buy
95,898
+26,103
+37% +$4.33M 1.99% 15
2022
Q4 		$10.3M Buy
+69,795
New +$10.3M 1.39% 32

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

Longbow Finance's AXP Position: Q1 2026 in Review

Longbow Finance sold out of American Express (AXP) in Q1 2026, closing a stake of 16,524 shares — an estimated $6.11M sold.

Longbow Finance first reported a position in AXP in Q4 2022 and held it in 10 quarters. The position peaked at $16.7M in Q2 2023. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Longbow Finance reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Longbow Finance sold 16,524 American Express shares in Q1 2026, an estimated $6.11M.
  • Longbow Finance first reported a position in American Express in Q4 2022 and held it in 10 quarters.
  • Longbow Finance's American Express position peaked at $16.7M in Q2 2023.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.