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Morton Community Bank’s American Express AXP Stock Holding History

Morton Community Bank’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 		$5.15M Buy
17,027
+385
+2% +$129K 1.12% 32
2025
Q4 		$5.86M Sell
16,642
-685
-4% -$245K 1.27% 15
2025
Q3 		$6.25M Sell
17,327
-273
-2% -$86.8K 1.45% 10
2025
Q2 		$5.61M Buy
17,600
+23
+0.1% +$6.47K 1.4% 9
2025
Q1 		$4.73M Sell
17,577
-778
-4% -$230K 1.24% 18
2024
Q4 		$5.45M Sell
18,355
-45
-0.2% -$12.9K 1.44% 8
2024
Q3 		$4.99M Sell
18,400
-615
-3% -$153K 1.3% 14
2024
Q2 		$4.4M Sell
19,015
-51
-0.3% -$11.8K 1.24% 19
2024
Q1 		$4.34M Buy
19,066
+200
+1% +$41.5K 1.25% 19
2023
Q4 		$3.53M Buy
+18,866
New +$3.04M 1.16% 22

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

Morton Community Bank's AXP Position: Q1 2026 in Review

Morton Community Bank increased its American Express (AXP) stake by 2.3% in Q1 2026, buying an estimated $129K and bringing the position to 17,027 shares worth $5.15M. The position accounts for 1.12% of the portfolio, ranked #32.

Morton Community Bank first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.25M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Morton Community Bank held 17,027 shares of American Express worth $5.15M as of Q1 2026.
  • Morton Community Bank bought 385 American Express shares in Q1 2026, an estimated $129K.
  • American Express made up 1.12% of Morton Community Bank's portfolio in Q1 2026, its #32 holding.
  • Morton Community Bank first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Morton Community Bank's American Express position peaked at $6.25M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.