Nancy E. Dempze’s American Express AXP Stock Holding History

Nancy E. Dempze’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	$2.96M	Buy	9,789 +1,778	+22%	+$596K	1.63%	24
2025 Q4	$2.96M	Buy	8,011 +2,953	+58%	+$1.06M	1.54%	24
2025 Q3	$1.68M	Buy	5,058 +1,599	+46%	+$509K	0.92%	35
2025 Q2	$1.1M	Buy	3,459 +2,344	+210%	+$660K	0.64%	41
2025 Q1	$300K	Buy	1,115 +115	+12%	+$34K	0.18%	77
2024 Q4	$297K	Hold	1,000	–	–	0.17%	83
2024 Q3	$271K	Hold	1,000	–	–	0.15%	91
2024 Q2	$232K	Buy	+1,000	New	+$232K	0.16%	74

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

Nancy E. Dempze's AXP Position: Q1 2026 in Review

Nancy E. Dempze increased its American Express (AXP) stake by 22% in Q1 2026, buying an estimated $596K and bringing the position to 9,789 shares worth $2.96M. The position accounts for 1.63% of the portfolio, ranked #24.

Nancy E. Dempze first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.96M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Nancy E. Dempze held 9,789 shares of American Express worth $2.96M as of Q1 2026.
Nancy E. Dempze bought 1,778 American Express shares in Q1 2026, an estimated $596K.
American Express made up 1.63% of Nancy E. Dempze's portfolio in Q1 2026, its #24 holding.
Nancy E. Dempze first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
Nancy E. Dempze's American Express position peaked at $2.96M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Nancy E. Dempze's 13F filing for Q1 2026, filed 14 May 2026.