MJP
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Michael J. Puzo’s American Express AXP Stock Holding History

Michael J. Puzo’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 		$4.93M Buy
16,286
+1,368
+9% +$459K 1.43% 29
2025
Q4 		$5.52M Buy
14,918
+4,350
+41% +$1.56M 1.5% 28
2025
Q3 		$3.51M Buy
10,568
+2,799
+36% +$890K 0.96% 33
2025
Q2 		$2.48M Buy
7,769
+4,866
+168% +$1.37M 0.71% 35
2025
Q1 		$781K Buy
2,903
+1,603
+123% +$474K 0.22% 48
2024
Q4 		$386K Hold
1,300
– – 0.11% 54
2024
Q3 		$353K Sell
1,300
-100
-7% -$24.9K 0.09% 57
2024
Q2 		$324K Sell
1,400
-100
-7% -$23.2K 0.09% 62
2024
Q1 		$342K Sell
1,500
-100
-6% -$20.7K 0.09% 63
2023
Q4 		$300K Hold
1,600
– – 0.1% 65
2023
Q3 		$239K Hold
1,600
– – 0.08% 70
2023
Q2 		$279K Hold
1,600
– – 0.09% 69
2023
Q1 		$264K Hold
1,600
– – 0.09% 70
2022
Q4 		$236K Hold
1,600
– – 0.09% 71
2022
Q3 		$216K Hold
1,600
– – 0.08% 70
2022
Q2 		$222K Hold
1,600
– – 0.08% 71
2022
Q1 		$299K Hold
1,600
– – 0.09% 69
2021
Q4 		$262K Hold
1,600
– – 0.07% 72
2021
Q3 		$268K Hold
1,600
– – 0.08% 68
2021
Q2 		$264K Hold
1,600
– – 0.08% 69
2021
Q1 		$226K Buy
+1,600
New +$211K 0.07% 73
2020
Q1 		– Sell
-2,000
Closed -$249K – 70
2019
Q4 		$249K Hold
2,000
– – 0.09% 73
2019
Q3 		$237K Hold
2,000
– – 0.09% 73
2019
Q2 		$247K Buy
+2,000
New +$235K 0.09% 76

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

Michael J. Puzo's AXP Position: Q1 2026 in Review

Michael J. Puzo increased its American Express (AXP) stake by 9.2% in Q1 2026, buying an estimated $459K and bringing the position to 16,286 shares worth $4.93M. The position accounts for 1.43% of the portfolio, ranked #29.

Michael J. Puzo first reported a position in AXP in Q2 2019 and has held it in 24 quarters since. The position peaked at $5.52M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Michael J. Puzo held 16,286 shares of American Express worth $4.93M as of Q1 2026.
  • Michael J. Puzo bought 1,368 American Express shares in Q1 2026, an estimated $459K.
  • American Express made up 1.43% of Michael J. Puzo's portfolio in Q1 2026, its #29 holding.
  • Michael J. Puzo first reported a position in American Express in Q2 2019 and has held it in 24 quarters since.
  • Michael J. Puzo's American Express position peaked at $5.52M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.