Orleans Capital Management’s American Express AXP Stock Holding History

Orleans Capital Management’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	$867K	Hold	2,867	–	–	0.59%	53
2025 Q4	$1.06M	Buy	2,867 +152	+6%	+$54.4K	0.66%	46
2025 Q3	$902K	Sell	2,715 -1,230	-31%	-$391K	0.58%	50
2025 Q2	$1.26M	Sell	3,945 -55	-1%	-$15.5K	0.67%	49
2025 Q1	$1.08M	Sell	4,000 -35	-0.9%	-$10.3K	0.63%	49
2024 Q4	$1.25M	Sell	4,035 -280	-6%	-$80.4K	0.7%	46
2024 Q3	$1.17M	Sell	4,315 -50	-1%	-$12.4K	0.66%	50
2024 Q2	$1.01M	Buy	4,365 +550	+14%	+$127K	0.64%	47
2024 Q1	$869K	Buy	3,815 +435	+13%	+$90.2K	0.57%	47
2023 Q4	$633K	Sell	3,380 -325	-9%	-$52.3K	0.43%	50
2023 Q3	$553K	Buy	3,705 +160	+5%	+$26.2K	0.41%	53
2023 Q2	$618K	Buy	3,545 +1,905	+116%	+$307K	0.44%	51
2023 Q1	$271K	Buy	+1,640	New	+$272K	0.2%	71

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

Orleans Capital Management's AXP Position: Q1 2026 in Review

Orleans Capital Management held its American Express (AXP) position steady in Q1 2026 at 2,867 shares worth $867K. The position accounts for 0.59% of the portfolio, ranked #53.

Orleans Capital Management first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q2 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Orleans Capital Management held 2,867 shares of American Express worth $867K as of Q1 2026.
Orleans Capital Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.59% of Orleans Capital Management's portfolio in Q1 2026, its #53 holding.
Orleans Capital Management first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
Orleans Capital Management's American Express position peaked at $1.26M in Q2 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Orleans Capital Management's 13F filing for Q1 2026, filed 14 May 2026.