Oxbow Advisors’s American Express AXP Stock Holding History

Oxbow 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	$500K	Sell	1,653 -19	-1%	-$6.37K	0.04%	172
2025 Q4	$619K	Hold	1,672	–	–	0.05%	160
2025 Q3	$555K	Sell	1,672 -32	-2%	-$10.2K	0.05%	145
2025 Q2	$544K	Buy	1,704 +51	+3%	+$14.4K	0.06%	133
2025 Q1	$445K	Hold	1,653	–	–	0.05%	141
2024 Q4	$491K	Sell	1,653 -39	-2%	-$11.2K	0.06%	140
2024 Q3	$459K	Sell	1,692 -1,986	-54%	-$495K	0.05%	142
2024 Q2	$852K	Sell	3,678 -675	-16%	-$156K	0.1%	109
2024 Q1	$991K	Hold	4,353	–	–	0.14%	89
2023 Q4	$815K	Buy	4,353 +2,700	+163%	+$435K	0.12%	96
2023 Q3	$247K	Hold	1,653	–	–	0.04%	178
2023 Q2	$288K	Hold	1,653	–	–	0.05%	176
2023 Q1	$273K	Hold	1,653	–	–	0.05%	171
2022 Q4	$244K	Sell	1,653 -25	-1%	-$3.7K	0.05%	188
2022 Q3	$226K	Hold	1,678	–	–	0.04%	215
2022 Q2	$233K	Hold	1,678	–	–	0.03%	224
2022 Q1	$314K	Hold	1,678	–	–	0.03%	225
2021 Q4	$275K	Buy	1,678 +283	+20%	+$48.3K	0.03%	242
2021 Q3	$234K	Hold	1,395	–	–	0.02%	254
2021 Q2	$230K	Buy	+1,395	New	+$218K	0.02%	258
2020 Q3	–	Sell	-2,740	Closed	-$261K	–	267
2020 Q2	$261K	Hold	2,740	–	–	0.04%	230
2020 Q1	$235K	Hold	2,740	–	–	0.04%	230
2019 Q4	$341K	Hold	2,740	–	–	0.04%	235
2019 Q3	$324K	Hold	2,740	–	–	0.04%	227
2019 Q2	$338K	Hold	2,740	–	–	0.04%	231
2019 Q1	$299K	Hold	2,740	–	–	0.04%	226
2018 Q4	$261K	Hold	2,740	–	–	0.03%	235
2018 Q3	$292K	Hold	2,740	–	–	0.04%	234
2018 Q2	$269K	Hold	2,740	–	–	0.03%	244
2018 Q1	$256K	Hold	2,740	–	–	0.05%	186
2017 Q4	$272K	Hold	2,740	–	–	0.05%	201
2017 Q3	$248K	Hold	2,740	–	–	0.05%	195
2017 Q2	$231K	Hold	2,740	–	–	0.04%	209
2017 Q1	$217K	Hold	2,740	–	–	0.04%	216
2016 Q4	$203K	Buy	+2,740	New	+$190K	0.03%	233
2015 Q4	–	Sell	-2,740	Closed	-$203K	–	275
2015 Q3	$203K	Hold	2,740	–	–	0.03%	228
2015 Q2	$213K	Hold	2,740	–	–	0.03%	236
2015 Q1	$214K	Hold	2,740	–	–	0.03%	185
2014 Q4	$255K	Hold	2,740	–	–	0.04%	177
2014 Q3	$240K	Hold	2,740	–	–	0.03%	184
2014 Q2	$260K	Sell	2,740 -400	-13%	-$36.1K	0.03%	181
2014 Q1	$283K	Hold	3,140	–	–	0.04%	179
2013 Q4	$285K	Hold	3,140	–	–	0.04%	192
2013 Q3	$237K	Hold	3,140	–	–	0.04%	187
2013 Q2	$235K	Buy	+3,140	New	+$223K	0.04%	173

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

Oxbow Advisors's AXP Position: Q1 2026 in Review

Oxbow Advisors reduced its American Express (AXP) stake by 1.1% in Q1 2026, selling an estimated $6.37K and leaving 1,653 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #172.

Oxbow Advisors first reported a position in AXP in Q2 2013 and has held it in 45 quarters since. The position peaked at $991K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Oxbow Advisors held 1,653 shares of American Express worth $500K as of Q1 2026.
Oxbow Advisors sold 19 American Express shares in Q1 2026, an estimated $6.37K.
American Express made up 0.04% of Oxbow Advisors's portfolio in Q1 2026, its #172 holding.
Oxbow Advisors first reported a position in American Express in Q2 2013 and has held it in 45 quarters since.
Oxbow Advisors's American Express position peaked at $991K in Q1 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.