PP
AXP icon

Patten & Patten’s American Express AXP Stock Holding History

Patten & Patten’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 		$1.4M Sell
4,644
-84
-2% -$28.2K 0.08% 154
2025
Q4 		$1.75M Sell
4,728
-46
-1% -$16.5K 0.1% 142
2025
Q3 		$1.59M Sell
4,774
-266
-5% -$84.6K 0.09% 145
2025
Q2 		$1.61M Sell
5,040
-50
-1% -$14.1K 0.1% 139
2025
Q1 		$1.37M Sell
5,090
-19
-0.4% -$5.62K 0.09% 145
2024
Q4 		$1.52M Buy
5,109
+147
+3% +$42.2K 0.1% 139
2024
Q3 		$1.35M Sell
4,962
-1,526
-24% -$380K 0.09% 150
2024
Q2 		$1.5M Sell
6,488
-45
-0.7% -$10.4K 0.11% 135
2024
Q1 		$1.49M Sell
6,533
-10
-0.2% -$2.07K 0.11% 137
2023
Q4 		$1.23M Sell
6,543
-350
-5% -$56.3K 0.1% 139
2023
Q3 		$1.03M Buy
6,893
+31
+0.5% +$5.07K 0.09% 141
2023
Q2 		$1.2M Sell
6,862
-84
-1% -$13.6K 0.1% 132
2023
Q1 		$1.15M Buy
6,946
+266
+4% +$44.1K 0.1% 131
2022
Q4 		$987K Sell
6,680
-432
-6% -$64K 0.09% 141
2022
Q3 		$960K Buy
7,112
+173
+2% +$26.2K 0.09% 139
2022
Q2 		$962K Hold
6,939
– – 0.08% 146
2022
Q1 		$1.3M Sell
6,939
-180
-3% -$32.5K 0.09% 135
2021
Q4 		$1.17M Sell
7,119
-600
-8% -$102K 0.08% 143
2021
Q3 		$1.29M Sell
7,719
-282
-4% -$47.1K 0.1% 127
2021
Q2 		$1.32M Sell
8,001
-42
-0.5% -$6.58K 0.1% 127
2021
Q1 		$1.14M Sell
8,043
-245
-3% -$32.4K 0.09% 136
2020
Q4 		$1M Hold
8,288
– – 0.09% 144
2020
Q3 		$831K Buy
8,288
+235
+3% +$23.1K 0.08% 145
2020
Q2 		$767K Hold
8,053
– – 0.08% 145
2020
Q1 		$689K Buy
8,053
+115
+1% +$13.4K 0.09% 143
2019
Q4 		$988K Hold
7,938
– – 0.1% 136
2019
Q3 		$939K Sell
7,938
-10
-0.1% -$1.23K 0.1% 134
2019
Q2 		$981K Hold
7,948
– – 0.11% 133
2019
Q1 		$869K Hold
7,948
– – 0.1% 138
2018
Q4 		$758K Hold
7,948
– – 0.09% 137
2018
Q3 		$846K Sell
7,948
-47
-0.6% -$4.89K 0.08% 148
2018
Q2 		$784K Sell
7,995
-300
-4% -$29.5K 0.08% 150
2018
Q1 		$774K Sell
8,295
-150
-2% -$14.5K 0.08% 153
2017
Q4 		$839K Sell
8,445
-400
-5% -$38.1K 0.08% 150
2017
Q3 		$800K Sell
8,845
-770
-8% -$66.2K 0.08% 147
2017
Q2 		$810K Sell
9,615
-1,670
-15% -$132K 0.09% 137
2017
Q1 		$893K Sell
11,285
-730
-6% -$57.1K 0.1% 130
2016
Q4 		$890K Sell
12,015
-4,270
-26% -$296K 0.11% 124
2016
Q3 		$1.04M Sell
16,285
-5,637
-26% -$362K 0.13% 114
2016
Q2 		$1.33M Sell
21,922
-35,817
-62% -$2.27M 0.18% 95
2016
Q1 		$3.54M Sell
57,739
-3,771
-6% -$219K 0.51% 61
2015
Q4 		$4.28M Sell
61,510
-4,495
-7% -$327K 0.59% 58
2015
Q3 		$4.89M Sell
66,005
-57,095
-46% -$4.39M 0.75% 52
2015
Q2 		$9.57M Buy
123,100
+14,355
+13% +$1.14M 1.39% 16
2015
Q1 		$8.49M Buy
108,745
+19,325
+22% +$1.61M 1.22% 25
2014
Q4 		$8.32M Buy
89,420
+1,160
+1% +$104K 1.26% 25
2014
Q3 		$7.73M Buy
88,260
+2,710
+3% +$244K 1.23% 26
2014
Q2 		$8.12M Sell
85,550
-34,833
-29% -$3.14M 1.32% 25
2014
Q1 		$10.8M Buy
120,383
+690
+0.6% +$61.6K 1.47% 14
2013
Q4 		$10.9M Sell
119,693
-4,595
-4% -$377K 1.51% 12
2013
Q3 		$9.39M Buy
124,288
+6,965
+6% +$524K 1.46% 17
2013
Q2 		$8.77M Buy
+117,323
New +$8.35M 1.44% 20

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Patten & Patten's AXP Position: Q1 2026 in Review

Patten & Patten reduced its American Express (AXP) stake by 1.8% in Q1 2026, selling an estimated $28.2K and leaving 4,644 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #154.

Patten & Patten first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.9M in Q4 2013. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Patten & Patten held 4,644 shares of American Express worth $1.4M as of Q1 2026.
  • Patten & Patten sold 84 American Express shares in Q1 2026, an estimated $28.2K.
  • American Express made up 0.08% of Patten & Patten's portfolio in Q1 2026, its #154 holding.
  • Patten & Patten first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Patten & Patten's American Express position peaked at $10.9M in Q4 2013.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.