Pekin Hardy Strauss’s American Express AXP Stock Holding History

Pekin Hardy Strauss’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	$519K	Sell	1,716 -1,341	-44%	-$450K	0.05%	297
2025 Q4	$1.13M	Buy	3,057 +8	+0.3%	+$2.86K	0.1%	186
2025 Q3	$1.01M	Sell	3,049 -123	-4%	-$39.1K	0.1%	181
2025 Q2	$1.01M	Sell	3,172 -100	-3%	-$28.1K	0.12%	167
2025 Q1	$880K	Buy	3,272 +25	+0.8%	+$7.39K	0.11%	174
2024 Q4	$964K	Buy	3,247 +50	+2%	+$14.4K	0.12%	165
2024 Q3	$867K	Buy	3,197 +65	+2%	+$16.2K	0.11%	167
2024 Q2	$725K	Sell	3,132 -43	-1%	-$9.96K	0.1%	175
2024 Q1	$723K	Buy	3,175 +375	+13%	+$77.8K	0.1%	172
2023 Q4	$525K	Buy	2,800 +10	+0.4%	+$1.61K	0.07%	193
2023 Q3	$416K	Hold	2,790	–	–	0.07%	207
2023 Q2	$486K	Buy	2,790 +57	+2%	+$9.2K	0.05%	198
2023 Q1	$451K	Sell	2,733 -346	-11%	-$57.4K	0.06%	202
2022 Q4	$455K	Sell	3,079 -579	-16%	-$85.8K	0.06%	199
2022 Q3	$494K	Buy	3,658 +113	+3%	+$17.1K	0.08%	188
2022 Q2	$491K	Hold	3,545	–	–	0.07%	205
2022 Q1	$663K	Sell	3,545 -1,013	-22%	-$183K	0.08%	198
2021 Q4	$746K	Buy	4,558 +185	+4%	+$31.5K	0.1%	191
2021 Q3	$733K	Buy	4,373 +115	+3%	+$19.2K	0.1%	191
2021 Q2	$704K	Sell	4,258 -20	-0.5%	-$3.13K	0.1%	190
2021 Q1	$605K	Buy	4,278 +264	+7%	+$34.9K	0.1%	183
2020 Q4	$485K	Hold	4,014	–	–	0.08%	177
2020 Q3	$402K	Hold	4,014	–	–	0.08%	167
2020 Q2	$382K	Buy	4,014 +1,350	+51%	+$124K	0.08%	158
2020 Q1	$228K	Buy	2,664 +25	+0.9%	+$2.91K	0.05%	171
2019 Q4	$329K	Hold	2,639	–	–	0.05%	172
2019 Q3	$312K	Buy	2,639 +200	+8%	+$24.5K	0.06%	164
2019 Q2	$301K	Hold	2,439	–	–	0.06%	160
2019 Q1	$267K	Hold	2,439	–	–	0.02%	166
2018 Q4	$232K	Buy	+2,439	New	+$255K	0.04%	170
2017 Q2	–	Sell	-19,827	Closed	-$1.57M	–	188
2017 Q1	$1.57M	Sell	19,827 -33,309	-63%	-$2.6M	0.31%	62
2016 Q4	$3.94M	Sell	53,136 -5,644	-10%	-$391K	0.35%	32
2016 Q3	$3.76M	Sell	58,780 -4,969	-8%	-$319K	0.64%	37
2016 Q2	$3.87M	Sell	63,749 -3,803	-6%	-$241K	0.85%	32
2016 Q1	$4.15M	Buy	67,552 +14,216	+27%	+$827K	0.96%	30
2015 Q4	$3.71M	Buy	53,336 +7,186	+16%	+$523K	0.84%	34
2015 Q3	$3.42M	Buy	46,150 +42,268	+1,089%	+$3.25M	0.78%	34
2015 Q2	$302K	Buy	3,882 +1	+0%	+$79	0.06%	118
2015 Q1	$303K	Buy	+3,881	New	+$322K	0.06%	114

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

Pekin Hardy Strauss's AXP Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its American Express (AXP) stake by 44% in Q1 2026, selling an estimated $450K and leaving 1,716 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #297.

Pekin Hardy Strauss first reported a position in AXP in Q1 2015 and has held it in 39 quarters since. The position peaked at $4.15M in Q1 2016. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Pekin Hardy Strauss held 1,716 shares of American Express worth $519K as of Q1 2026.
Pekin Hardy Strauss sold 1,341 American Express shares in Q1 2026, an estimated $450K.
American Express made up 0.05% of Pekin Hardy Strauss's portfolio in Q1 2026, its #297 holding.
Pekin Hardy Strauss first reported a position in American Express in Q1 2015 and has held it in 39 quarters since.
Pekin Hardy Strauss's American Express position peaked at $4.15M in Q1 2016.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.