Marietta Investment Partners’s American Express AXP Stock Holding History

Marietta Investment Partners’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	$786K	Hold	2,598	–	–	0.16%	98
2025 Q4	$961K	Sell	2,598 -23	-0.9%	-$8.23K	0.19%	92
2025 Q3	$871K	Buy	2,621 +23	+0.9%	+$7.32K	0.17%	100
2025 Q2	$829K	Sell	2,598 -10	-0.4%	-$2.81K	0.18%	101
2025 Q1	$702K	Sell	2,608 -15	-0.6%	-$4.43K	0.17%	100
2024 Q4	$778K	Sell	2,623 -152	-5%	-$43.7K	0.17%	98
2024 Q3	$753K	Buy	2,775 +25	+0.9%	+$6.22K	0.16%	100
2024 Q2	$637K	Hold	2,750	–	–	0.14%	105
2024 Q1	$626K	Hold	2,750	–	–	0.14%	110
2023 Q4	$515K	Sell	2,750 -50	-2%	-$8.05K	0.13%	109
2023 Q3	$418K	Hold	2,800	–	–	0.12%	120
2023 Q2	$488K	Hold	2,800	–	–	0.13%	115
2023 Q1	$462K	Hold	2,800	–	–	0.13%	122
2022 Q4	$414K	Hold	2,800	–	–	0.12%	129
2022 Q3	$405K	Hold	2,800	–	–	0.12%	124
2022 Q2	$388K	Hold	2,800	–	–	0.12%	128
2022 Q1	$524K	Hold	2,800	–	–	0.12%	125
2021 Q4	$458K	Hold	2,800	–	–	0.1%	143
2021 Q3	$469K	Sell	2,800 -292	-9%	-$48.8K	0.11%	131
2021 Q2	$511K	Hold	3,092	–	–	0.12%	125
2021 Q1	$437K	Buy	3,092 +292	+10%	+$38.6K	0.11%	130
2020 Q4	$339K	Hold	2,800	–	–	0.09%	123
2020 Q3	$281K	Hold	2,800	–	–	0.09%	121
2020 Q2	$267K	Hold	2,800	–	–	0.09%	125
2020 Q1	$240K	Hold	2,800	–	–	0.1%	114
2019 Q4	$349K	Hold	2,800	–	–	0.11%	121
2019 Q3	$331K	Hold	2,800	–	–	0.11%	118
2019 Q2	$346K	Hold	2,800	–	–	0.11%	115
2019 Q1	$306K	Hold	2,800	–	–	0.1%	118
2018 Q4	$267K	Hold	2,800	–	–	0.1%	111
2018 Q3	$298K	Hold	2,800	–	–	0.09%	121
2018 Q2	$274K	Hold	2,800	–	–	0.09%	121
2018 Q1	$261K	Hold	2,800	–	–	0.08%	123
2017 Q4	$278K	Sell	2,800 -150	-5%	-$14.3K	0.08%	125
2017 Q3	$267K	Hold	2,950	–	–	0.08%	118
2017 Q2	$249K	Hold	2,950	–	–	0.08%	122
2017 Q1	$233K	Hold	2,950	–	–	0.08%	126
2016 Q4	$219K	Buy	+2,950	New	+$204K	0.08%	124
2016 Q1	–	Sell	-3,000	Closed	-$209K	–	126
2015 Q4	$209K	Hold	3,000	–	–	0.08%	117
2015 Q3	$222K	Hold	3,000	–	–	0.09%	115
2015 Q2	$233K	Hold	3,000	–	–	0.09%	109
2015 Q1	$234K	Hold	3,000	–	–	0.09%	105
2014 Q4	$279K	Hold	3,000	–	–	0.11%	108
2014 Q3	$263K	Hold	3,000	–	–	0.12%	93
2014 Q2	$285K	Hold	3,000	–	–	0.12%	97
2014 Q1	$270K	Hold	3,000	–	–	0.1%	115
2013 Q4	$272K	Hold	3,000	–	–	0.1%	116
2013 Q3	$227K	Hold	3,000	–	–	0.09%	124
2013 Q2	$224K	Buy	+3,000	New	+$213K	0.1%	119

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

Marietta Investment Partners's AXP Position: Q1 2026 in Review

Marietta Investment Partners held its American Express (AXP) position steady in Q1 2026 at 2,598 shares worth $786K. The position accounts for 0.16% of the portfolio, ranked #98.

Marietta Investment Partners first reported a position in AXP in Q2 2013 and has held it in 49 quarters since. The position peaked at $961K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Marietta Investment Partners held 2,598 shares of American Express worth $786K as of Q1 2026.
Marietta Investment Partners left its American Express share count unchanged in Q1 2026.
American Express made up 0.16% of Marietta Investment Partners's portfolio in Q1 2026, its #98 holding.
Marietta Investment Partners first reported a position in American Express in Q2 2013 and has held it in 49 quarters since.
Marietta Investment Partners's American Express position peaked at $961K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.