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O'Brien Greene & Co’s American Express AXP Stock Holding History

O'Brien Greene & Co’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 		$368K Sell
1,217
-28
-2% -$9.39K 0.1% 104
2025
Q4 		$461K Buy
1,245
+570
+84% +$204K 0.14% 93
2025
Q3 		$224K Sell
675
-20
-3% -$6.36K 0.07% 119
2025
Q2 		$222K Buy
+695
New +$196K 0.07% 120
2025
Q1 		– Sell
-721
Closed -$214K – 136
2024
Q4 		$214K Buy
+721
New +$207K 0.07% 124

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

O'Brien Greene & Co's AXP Position: Q1 2026 in Review

O'Brien Greene & Co reduced its American Express (AXP) stake by 2.2% in Q1 2026, selling an estimated $9.39K and leaving 1,217 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #104.

O'Brien Greene & Co first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $461K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • O'Brien Greene & Co held 1,217 shares of American Express worth $368K as of Q1 2026.
  • O'Brien Greene & Co sold 28 American Express shares in Q1 2026, an estimated $9.39K.
  • American Express made up 0.1% of O'Brien Greene & Co's portfolio in Q1 2026, its #104 holding.
  • O'Brien Greene & Co first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • O'Brien Greene & Co's American Express position peaked at $461K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.