MMPW
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Mitchell McLeod Pugh & Williams’s American Express AXP Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$3.19M Buy
10,550
+160
+2% +$53.6K 0.47% 43
2025
Q4 		$3.73M Sell
10,390
-112
-1% -$40.1K 0.53% 38
2025
Q3 		$3.79M Sell
10,502
-115
-1% -$36.6K 0.61% 32
2025
Q2 		$3.39M Buy
10,617
+925
+10% +$260K 0.63% 30
2025
Q1 		$2.61M Buy
9,692
+40
+0.4% +$11.8K 0.54% 39
2024
Q4 		$2.86M Sell
9,652
-1,933
-17% -$555K 0.6% 34
2024
Q3 		$3.14M Sell
11,585
-122
-1% -$30.4K 0.66% 31
2024
Q2 		$2.71M Buy
11,707
+26
+0.2% +$6.02K 0.62% 36
2024
Q1 		$2.66M Sell
11,681
-47
-0.4% -$9.75K 0.64% 34
2023
Q4 		$2.2M Buy
11,728
+30
+0.3% +$4.83K 0.58% 37
2023
Q3 		$1.75M Buy
11,698
+2
+0% +$327 0.51% 43
2023
Q2 		$2.04M Buy
11,696
+27
+0.2% +$4.36K 0.59% 39
2023
Q1 		$1.92M Sell
11,669
-450
-4% -$74.7K 0.6% 41
2022
Q4 		$1.79M Sell
12,119
-445
-4% -$65.9K 0.61% 39
2022
Q3 		$1.7M Buy
12,564
+220
+2% +$33.3K 0.65% 35
2022
Q2 		$1.71M Sell
12,344
-55
-0.4% -$9.09K 0.66% 36
2022
Q1 		$2.32M Buy
12,399
+5
+0% +$903 0.78% 30
2021
Q4 		$2.03M Sell
12,394
-137
-1% -$23.4K 0.67% 41
2021
Q3 		$2.1M Hold
12,531
– – 0.78% 27
2021
Q2 		$2.07M Buy
12,531
+100
+0.8% +$15.7K 0.8% 29
2021
Q1 		$1.76M Hold
12,431
– – 0.74% 34
2020
Q4 		$1.5M Hold
12,431
– – 0.69% 39
2020
Q3 		$1.25M Hold
12,431
– – 0.64% 42
2020
Q2 		$1.18M Buy
12,431
+1,365
+12% +$126K 0.67% 44
2020
Q1 		$948K Buy
11,066
+350
+3% +$40.7K 0.73% 42
2019
Q4 		$1.33M Hold
10,716
– – 0.84% 33
2019
Q3 		$1.27M Sell
10,716
-30
-0.3% -$3.68K 0.86% 34
2019
Q2 		$1.33M Buy
10,746
+55
+0.5% +$6.46K 0.91% 28
2019
Q1 		$1.17M Buy
10,691
+380
+4% +$39.9K 0.81% 30
2018
Q4 		$983K Hold
10,311
– – 0.79% 36
2018
Q3 		$1.1M Hold
10,311
– – 0.74% 35
2018
Q2 		$1.01M Hold
10,311
– – 0.71% 38
2018
Q1 		$962K Hold
10,311
– – 0.69% 43
2017
Q4 		$1.02M Sell
10,311
-1,430
-12% -$136K 0.71% 43
2017
Q3 		$1.06M Hold
11,741
– – 0.78% 38
2017
Q2 		$989K Hold
11,741
– – 0.75% 41
2017
Q1 		$928K Sell
11,741
-120
-1% -$9.38K 0.73% 46
2016
Q4 		$878K Buy
11,861
+1,640
+16% +$114K 0.71% 46
2016
Q3 		$655K Buy
10,221
+1,850
+22% +$119K 0.57% 65
2016
Q2 		$509K Hold
8,371
– – 0.46% 78
2016
Q1 		$514K Hold
8,371
– – 0.5% 74
2015
Q4 		$582K Buy
8,371
+100
+1% +$7.28K 0.58% 63
2015
Q3 		$613K Hold
8,271
– – 0.63% 57
2015
Q2 		$642K Sell
8,271
-150
-2% -$11.9K 0.59% 59
2015
Q1 		$657K Sell
8,421
-159
-2% -$13.2K 0.6% 60
2014
Q4 		$798K Buy
+8,580
New +$769K 0.74% 47

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

Mitchell McLeod Pugh & Williams's AXP Position: Q1 2026 in Review

Mitchell McLeod Pugh & Williams increased its American Express (AXP) stake by 1.5% in Q1 2026, buying an estimated $53.6K and bringing the position to 10,550 shares worth $3.19M. The position accounts for 0.47% of the portfolio, ranked #43.

Mitchell McLeod Pugh & Williams first reported a position in AXP in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.79M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Mitchell McLeod Pugh & Williams held 10,550 shares of American Express worth $3.19M as of Q1 2026.
  • Mitchell McLeod Pugh & Williams bought 160 American Express shares in Q1 2026, an estimated $53.6K.
  • American Express made up 0.47% of Mitchell McLeod Pugh & Williams's portfolio in Q1 2026, its #43 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in American Express in Q4 2014 and has held it in 46 quarters since.
  • Mitchell McLeod Pugh & Williams's American Express position peaked at $3.79M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q1 2026, filed 24 Apr 2026.