Parkside Financial Bank & Trust’s American Express AXP Stock Holding History

Parkside Financial Bank & Trust’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	$3.23M	Sell	10,694 -10	-0.1%	-$3.35K	0.25%	61
2025 Q4	$3.96M	Sell	10,704 -49	-0.5%	-$17.5K	0.3%	55
2025 Q3	$3.57M	Buy	10,753 +483	+5%	+$154K	0.28%	60
2025 Q2	$3.28M	Buy	10,270 +574	+6%	+$162K	0.35%	58
2025 Q1	$2.61M	Buy	9,696 +326	+3%	+$96.4K	0.33%	61
2024 Q4	$2.78M	Buy	9,370 +121	+1%	+$34.8K	0.37%	53
2024 Q3	$2.51M	Buy	9,249 +582	+7%	+$145K	0.35%	57
2024 Q2	$2.01M	Buy	8,667 +102	+1%	+$23.6K	0.31%	61
2024 Q1	$1.95M	Buy	8,565 +637	+8%	+$132K	0.31%	61
2023 Q4	$1.49M	Sell	7,928 -25	-0.3%	-$4.02K	0.27%	69
2023 Q3	$1.19M	Buy	7,953 +2,883	+57%	+$472K	0.27%	70
2023 Q2	$883K	Buy	5,070 +6	+0.1%	+$968	0.21%	84
2023 Q1	$835K	Buy	5,064 +51	+1%	+$8.46K	0.22%	77
2022 Q4	$741K	Buy	5,013 +144	+3%	+$21.3K	0.21%	82
2022 Q3	$657K	Sell	4,869 -417	-8%	-$63.1K	0.21%	76
2022 Q2	$733K	Sell	5,286 -38	-0.7%	-$6.28K	0.22%	79
2022 Q1	$996K	Buy	5,324 +376	+8%	+$67.9K	0.27%	63
2021 Q4	$809K	Buy	4,948 +216	+5%	+$36.8K	0.2%	84
2021 Q3	$792K	Sell	4,732 -293	-6%	-$49K	0.23%	61
2021 Q2	$830K	Sell	5,025 -1,618	-24%	-$253K	0.24%	63
2021 Q1	$940K	Sell	6,643 -763	-10%	-$101K	0.28%	51
2020 Q4	$895K	Buy	7,406 +889	+14%	+$98.5K	0.28%	53
2020 Q3	$653K	Sell	6,517 -27	-0.4%	-$2.66K	0.23%	68
2020 Q2	$623K	Buy	6,544 +1	+0%	+$92	0.2%	74
2020 Q1	$560K	Sell	6,543 -147	-2%	-$17.1K	0.21%	65
2019 Q4	$833K	Buy	6,690 +2,257	+51%	+$270K	0.24%	61
2019 Q3	$524K	Sell	4,433 -841	-16%	-$103K	0.17%	88
2019 Q2	$651K	Sell	5,274 -184	-3%	-$21.6K	0.21%	70
2019 Q1	$597K	Buy	5,458 +46	+0.8%	+$4.83K	0.2%	80
2018 Q4	$516K	Buy	5,412 +483	+10%	+$50.5K	0.18%	78
2018 Q3	$525K	Buy	4,929 +50	+1%	+$5.2K	0.18%	89
2018 Q2	$478K	Sell	4,879 -1,124	-19%	-$110K	0.18%	88
2018 Q1	$560K	Buy	6,003 +306	+5%	+$29.6K	0.21%	76
2017 Q4	$566K	Sell	5,697 -4	-0.1%	-$381	0.21%	78
2017 Q3	$516K	Hold	5,701	–	–	0.2%	81
2017 Q2	$480K	Sell	5,701 -750	-12%	-$59.3K	0.2%	87
2017 Q1	$510K	Sell	6,451 -1,335	-17%	-$104K	0.22%	81
2016 Q4	$577K	Sell	7,786 -530	-6%	-$36.7K	0.25%	79
2016 Q3	$532K	Sell	8,316 -598	-7%	-$38.4K	0.24%	80
2016 Q2	$542K	Sell	8,914 -1,752	-16%	-$111K	0.26%	73
2016 Q1	$655K	Buy	10,666 +491	+5%	+$28.6K	0.33%	61
2015 Q4	$708K	Buy	10,175 +1,290	+15%	+$93.9K	0.35%	57
2015 Q3	$659K	Sell	8,885 -494	-5%	-$38K	0.37%	53
2015 Q2	$728K	Buy	9,379 +93	+1%	+$7.38K	0.39%	56
2015 Q1	$726K	Sell	9,286 -312	-3%	-$25.9K	0.39%	62
2014 Q4	$893K	Sell	9,598 -539	-5%	-$48.3K	0.5%	54
2014 Q3	$887K	Buy	10,137 +258	+3%	+$23.2K	0.54%	55
2014 Q2	$937K	Buy	9,879 +257	+3%	+$23.2K	0.56%	57
2014 Q1	$866K	Buy	9,622 +1,330	+16%	+$119K	0.54%	56
2013 Q4	$752K	Sell	8,292 -205	-2%	-$16.8K	0.51%	54
2013 Q3	$642K	Sell	8,497 -777	-8%	-$58.5K	0.5%	58
2013 Q2	$693K	Buy	+9,274	New	+$660K	0.55%	56

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

Parkside Financial Bank & Trust's AXP Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its American Express (AXP) stake by 0.09% in Q1 2026, selling an estimated $3.35K and leaving 10,694 shares worth $3.23M. The position accounts for 0.25% of the portfolio, ranked #61.

Parkside Financial Bank & Trust first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.96M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Parkside Financial Bank & Trust held 10,694 shares of American Express worth $3.23M as of Q1 2026.
Parkside Financial Bank & Trust sold 10 American Express shares in Q1 2026, an estimated $3.35K.
American Express made up 0.25% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #61 holding.
Parkside Financial Bank & Trust first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Parkside Financial Bank & Trust's American Express position peaked at $3.96M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.