Patrick M. Sweeney & Associates’s American Express AXP Stock Holding History

Patrick M. Sweeney & Associates’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	$424K	Buy	1,400 +15	+1%	+$5.03K	0.27%	90
2025 Q4	$512K	Buy	1,385 +46	+3%	+$16.5K	0.32%	77
2025 Q3	$445K	Buy	1,339 +98	+8%	+$31.2K	0.29%	82
2025 Q2	$407K	Buy	1,241 +205	+20%	+$57.7K	0.28%	88
2025 Q1	$279K	Sell	1,036 -50	-5%	-$14.8K	0.21%	121
2024 Q4	$322K	Buy	1,086 +4	+0.4%	+$1.15K	0.24%	108
2024 Q3	$293K	Buy	1,082 +20	+2%	+$4.98K	0.22%	117
2024 Q2	$246K	Buy	1,062 +25	+2%	+$5.79K	0.2%	121
2024 Q1	$236K	Buy	+1,037	New	+$215K	0.19%	121

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

Patrick M. Sweeney & Associates's AXP Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its American Express (AXP) stake by 1.1% in Q1 2026, buying an estimated $5.03K and bringing the position to 1,400 shares worth $424K. The position accounts for 0.27% of the portfolio, ranked #90.

Patrick M. Sweeney & Associates first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $512K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Patrick M. Sweeney & Associates held 1,400 shares of American Express worth $424K as of Q1 2026.
Patrick M. Sweeney & Associates bought 15 American Express shares in Q1 2026, an estimated $5.03K.
American Express made up 0.27% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #90 holding.
Patrick M. Sweeney & Associates first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
Patrick M. Sweeney & Associates's American Express position peaked at $512K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.