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Old Port Advisors’s American Express AXP Stock Holding History

Old Port Advisors’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 		$407K Buy
1,347
+62
+5% +$20.8K 0.09% 180
2025
Q4 		$475K Buy
1,285
+9
+0.7% +$3.22K 0.12% 159
2025
Q3 		$424K Buy
1,276
+38
+3% +$12.1K 0.11% 165
2025
Q2 		$395K Buy
1,238
+73
+6% +$20.5K 0.11% 166
2025
Q1 		$313K Buy
1,165
+41
+4% +$12.1K 0.09% 177
2024
Q4 		$334K Buy
1,124
+2
+0.2% +$575 0.1% 173
2024
Q3 		$304K Buy
1,122
+82
+8% +$20.4K 0.08% 190
2024
Q2 		$241K Buy
+1,040
New +$241K 0.07% 198

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

Old Port Advisors's AXP Position: Q1 2026 in Review

Old Port Advisors increased its American Express (AXP) stake by 4.8% in Q1 2026, buying an estimated $20.8K and bringing the position to 1,347 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #180.

Old Port Advisors first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $475K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Old Port Advisors held 1,347 shares of American Express worth $407K as of Q1 2026.
  • Old Port Advisors bought 62 American Express shares in Q1 2026, an estimated $20.8K.
  • American Express made up 0.09% of Old Port Advisors's portfolio in Q1 2026, its #180 holding.
  • Old Port Advisors first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • Old Port Advisors's American Express position peaked at $475K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.