Loring Wolcott & Coolidge Fiduciary Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.76M | Buy |
5,600
+208
| +4% | +$69.7K | 0.02% | 128 |
|
|
2025
Q4 | $1.94M | Buy |
5,392
+26
| +0.5% | +$9.3K | 0.02% | 127 |
|
|
2025
Q3 | $1.9M | Sell |
5,366
-15
| -0.3% | -$4.77K | 0.02% | 126 |
|
|
2025
Q2 | $1.72M | Sell |
5,381
-27
| -0.5% | -$7.6K | 0.02% | 130 |
|
|
2025
Q1 | $1.41M | Sell |
5,408
-756
| -12% | -$223K | 0.01% | 139 |
|
|
2024
Q4 | $1.95M | Sell |
6,164
-626
| -9% | -$180K | 0.02% | 133 |
|
|
2024
Q3 | $1.83M | Buy |
6,790
+229
| +3% | +$57K | 0.02% | 137 |
|
|
2024
Q2 | $1.64M | Buy |
6,561
+800
| +14% | +$185K | 0.02% | 124 |
|
|
2024
Q1 | $1.34M | Buy |
5,761
+14
| +0.2% | +$2.9K | 0.01% | 132 |
|
|
2023
Q4 | $1.15M | Sell |
5,747
-32
| -0.6% | -$5.15K | 0.01% | 145 |
|
|
2023
Q3 | $872K | Hold |
5,779
| – | – | 0.01% | 157 |
|
|
2023
Q2 | $1.01M | Sell |
5,779
-470
| -8% | -$75.8K | 0.01% | 153 |
|
|
2023
Q1 | $1.03M | Sell |
6,249
-2
| -0% | -$332 | 0.01% | 152 |
|
|
2022
Q4 | $924K | Sell |
6,251
-508
| -8% | -$75.3K | 0.01% | 154 |
|
|
2022
Q3 | $912K | Sell |
6,759
-1,762
| -21% | -$267K | 0.01% | 153 |
|
|
2022
Q2 | $1.18M | Sell |
8,521
-318
| -4% | -$52.5K | 0.01% | 145 |
|
|
2022
Q1 | $1.65M | Sell |
8,839
-210
| -2% | -$37.9K | 0.02% | 134 |
|
|
2021
Q4 | $1.48M | Buy |
9,049
+210
| +2% | +$35.8K | 0.01% | 144 |
|
|
2021
Q3 | $1.48M | Sell |
8,839
-1,164
| -12% | -$195K | 0.01% | 141 |
|
|
2021
Q2 | $1.65M | Sell |
10,003
-708
| -7% | -$111K | 0.02% | 140 |
|
|
2021
Q1 | $1.51M | Buy |
10,711
+513
| +5% | +$67.8K | 0.02% | 136 |
|
|
2020
Q4 | $1.23M | Buy |
10,198
+450
| +5% | +$49.8K | 0.01% | 146 |
|
|
2020
Q3 | $977K | Hold |
9,748
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $928K | Hold |
9,748
| – | – | 0.01% | 138 |
|
|
2020
Q1 | $835K | Sell |
9,748
-535
| -5% | -$62.2K | 0.01% | 137 |
|
|
2019
Q4 | $1.28M | Buy |
10,283
+500
| +5% | +$59.8K | 0.02% | 140 |
|
|
2019
Q3 | $1.16M | Hold |
9,783
| – | – | 0.02% | 145 |
|
|
2019
Q2 | $1.21M | Sell |
9,783
-1,255
| -11% | -$147K | 0.02% | 141 |
|
|
2019
Q1 | $1.21M | Sell |
11,038
-805
| -7% | -$84.6K | 0.02% | 144 |
|
|
2018
Q4 | $1.13M | Hold |
11,843
| – | – | 0.02% | 139 |
|
|
2018
Q3 | $1.26M | Hold |
11,843
| – | – | 0.02% | 148 |
|
|
2018
Q2 | $1.16M | Sell |
11,843
-1,800
| -13% | -$177K | 0.02% | 151 |
|
|
2018
Q1 | $1.27M | Hold |
13,643
| – | – | 0.02% | 149 |
|
|
2017
Q4 | $1.35M | Sell |
13,643
-310
| -2% | -$29.5K | 0.02% | 142 |
|
|
2017
Q3 | $1.26M | Sell |
13,953
-119
| -0.8% | -$10.2K | 0.02% | 145 |
|
|
2017
Q2 | $1.2M | Hold |
14,072
| – | – | 0.02% | 145 |
|
|
2017
Q1 | $1.11M | Hold |
14,072
| – | – | 0.02% | 147 |
|
|
2016
Q4 | $1.04M | Sell |
14,072
-2,652
| -16% | -$184K | 0.02% | 149 |
|
|
2016
Q3 | $1.07M | Sell |
16,724
-100
| -0.6% | -$6.42K | 0.02% | 151 |
|
|
2016
Q2 | $1.02M | Sell |
16,824
-975
| -5% | -$61.8K | 0.02% | 150 |
|
|
2016
Q1 | $1.09M | Sell |
17,799
-2,000
| -10% | -$116K | 0.03% | 145 |
|
|
2015
Q4 | $1.38M | Sell |
19,799
-2,342
| -11% | -$170K | 0.03% | 136 |
|
|
2015
Q3 | $1.72M | Hold |
22,141
| – | – | 0.04% | 118 |
|
|
2015
Q2 | $1.72M | Sell |
22,141
-7
| -0% | -$555 | 0.04% | 118 |
|
|
2015
Q1 | $1.73M | Buy |
22,148
+5,000
| +29% | +$415K | 0.04% | 118 |
|
|
2014
Q4 | $1.59M | Buy |
17,148
+1,985
| +13% | +$178K | 0.04% | 122 |
|
|
2014
Q3 | $1.33M | Hold |
15,163
| – | – | 0.04% | 130 |
|
|
2014
Q2 | $1.44M | Sell |
15,163
-10
| -0.1% | -$901 | 0.04% | 127 |
|
|
2014
Q1 | $1.37M | Sell |
15,173
-328
| -2% | -$29.3K | 0.04% | 129 |
|
|
2013
Q4 | $1.41M | Sell |
15,501
-115
| -0.7% | -$9.45K | 0.04% | 129 |
|
|
2013
Q3 | $1.18M | Buy |
15,616
+111
| +0.7% | +$8.35K | 0.04% | 138 |
|
|
2013
Q2 | $1.16M | Buy |
+15,505
| New | +$1.1M | 0.04% | 145 |
|
Other funds holding AXP
VCM
VPM
Loring Wolcott & Coolidge Fiduciary Advisors's AXP Position: Q1 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its American Express (AXP) stake by 3.9% in Q1 2026, buying an estimated $69.7K and bringing the position to 5,600 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #128.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.95M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 5,600 shares of American Express worth $1.76M as of Q1 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 208 American Express shares in Q1 2026, an estimated $69.7K.
- American Express made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #128 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's American Express position peaked at $1.95M in Q4 2024.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.