&Partners’s American Express AXP Stock Holding History

&Partners’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	$26.1M	Buy	86,343 +2,696	+3%	+$904K	0.13%	148
2025 Q4	$30.9M	Buy	83,647 +22,069	+36%	+$7.9M	0.16%	118
2025 Q3	$20.4M	Buy	61,578 +19,248	+45%	+$6.12M	0.13%	147
2025 Q2	$14.3M	Buy	42,330 +3,662	+9%	+$1.03M	0.11%	179
2025 Q1	$10.3M	Sell	38,668 -4,143	-10%	-$1.22M	0.11%	185
2024 Q4	$12.9M	Buy	42,811 +11,359	+36%	+$3.26M	0.15%	136
2024 Q3	$8.52M	Buy	31,452 +14,530	+86%	+$3.62M	0.16%	139
2024 Q2	$3.92M	Buy	16,922 +4,648	+38%	+$1.08M	0.17%	132
2024 Q1	$2.79M	Buy	12,274 +1,406	+13%	+$292K	0.39%	52
2023 Q4	$2.04M	Buy	10,868 +206	+2%	+$33.2K	0.5%	53
2023 Q3	$1.59M	Buy	+10,662	New	+$1.74M	0.74%	28

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

&Partners's AXP Position: Q1 2026 in Review

&Partners increased its American Express (AXP) stake by 3.2% in Q1 2026, buying an estimated $904K and bringing the position to 86,343 shares worth $26.1M. The position accounts for 0.13% of the portfolio, ranked #148.

&Partners first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. The position peaked at $30.9M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

&Partners held 86,343 shares of American Express worth $26.1M as of Q1 2026.
&Partners bought 2,696 American Express shares in Q1 2026, an estimated $904K.
American Express made up 0.13% of &Partners's portfolio in Q1 2026, its #148 holding.
&Partners first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
&Partners's American Express position peaked at $30.9M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.