Perigon Wealth Management’s American Express AXP Stock Holding History

Perigon Wealth Management’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	$20.1M	Buy	66,349 +5,576	+9%	+$1.87M	0.36%	59
2025 Q4	$22.5M	Buy	60,773 +723	+1%	+$259K	0.4%	51
2025 Q3	$19.9M	Buy	60,050 +1,451	+2%	+$462K	0.41%	48
2025 Q2	$18.7M	Buy	58,599 +1,005	+2%	+$283K	0.44%	49
2025 Q1	$15.5M	Buy	57,594 +2,151	+4%	+$636K	0.4%	50
2024 Q4	$17.3M	Buy	55,443 +680	+1%	+$195K	0.42%	45
2024 Q3	$14.9M	Sell	54,763 -1,122	-2%	-$279K	0.39%	50
2024 Q2	$12.9M	Buy	55,885 +1,223	+2%	+$283K	0.38%	55
2024 Q1	$12.4M	Sell	54,662 -2,285	-4%	-$474K	0.38%	57
2023 Q4	$10.7M	Buy	56,947 +4,461	+8%	+$718K	0.35%	64
2023 Q3	$7.83M	Buy	52,486 +4,712	+10%	+$771K	0.32%	73
2023 Q2	$8.32M	Sell	47,774 -1,751	-4%	-$283K	0.33%	71
2023 Q1	$8.17M	Buy	49,525 +3,923	+9%	+$651K	0.46%	49
2022 Q4	$6.74M	Buy	45,602 +5,887	+15%	+$872K	0.42%	52
2022 Q3	$5.36M	Buy	39,715 +2,207	+6%	+$334K	0.46%	45
2022 Q2	$5.2M	Buy	37,508 +4,665	+14%	+$771K	0.43%	49
2022 Q1	$6.14M	Sell	32,843 -1,089	-3%	-$197K	0.43%	41
2021 Q4	$5.55M	Buy	33,932 +3,144	+10%	+$536K	0.4%	50
2021 Q3	$5.16M	Buy	30,788 +174	+0.6%	+$29.1K	0.45%	44
2021 Q2	$5.06M	Sell	30,614 -1,655	-5%	-$259K	0.45%	44
2021 Q1	$4.56M	Buy	32,269 +1,781	+6%	+$235K	0.47%	40
2020 Q4	$3.69M	Buy	30,488 +793	+3%	+$87.8K	0.43%	44
2020 Q3	$2.98M	Buy	29,695 +26,064	+718%	+$2.56M	0.42%	47
2020 Q2	$346K	Buy	+3,631	New	+$334K	0.05%	246
2018 Q2	–	Sell	-7	Closed	-$1K	–	263
2018 Q1	$1K	Buy	+7	New	+$678	﹤0.01%	605
2017 Q3	–	Sell	-375	Closed	-$32K	–	646
2017 Q2	$32K	Sell	375 -2,290	-86%	-$181K	0.01%	414
2017 Q1	$211K	Buy	2,665 +215	+9%	+$16.8K	0.04%	249
2016 Q4	$196K	Buy	2,450 +2,215	+943%	+$153K	0.04%	246
2016 Q3	$15K	Buy	+235	New	+$15.1K	﹤0.01%	430
2016 Q2	–	Sell	-34,163	Closed	-$83K	–	447
2016 Q1	$83K	Hold	34,163	–	–	0.03%	169
2015 Q4	$2.38M	Hold	34,163	–	–	0.66%	40
2015 Q3	$2.53M	Sell	34,163 -1,450	-4%	-$112K	0.75%	33
2015 Q2	$2.77M	Sell	35,613 -535	-1%	-$42.4K	0.73%	35
2015 Q1	$2.82M	Sell	36,148 -963	-3%	-$80K	0.77%	34
2014 Q4	$3.45M	Sell	37,111 -1,080	-3%	-$96.8K	1.04%	19
2014 Q3	$3.34M	Buy	38,191 +138	+0.4%	+$12.4K	1%	21
2014 Q2	$3.61M	Buy	38,053 +3,000	+9%	+$270K	1.03%	23
2014 Q1	$3.16M	Sell	35,053 -600	-2%	-$53.6K	1.74%	15
2013 Q4	$3.23M	Buy	+35,653	New	+$2.93M	1.79%	15

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

Perigon Wealth Management's AXP Position: Q1 2026 in Review

Perigon Wealth Management increased its American Express (AXP) stake by 9.2% in Q1 2026, buying an estimated $1.87M and bringing the position to 66,349 shares worth $20.1M. The position accounts for 0.36% of the portfolio, ranked #59.

Perigon Wealth Management first reported a position in AXP in Q4 2013 and has held it in 39 quarters since. The position peaked at $22.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Perigon Wealth Management held 66,349 shares of American Express worth $20.1M as of Q1 2026.
Perigon Wealth Management bought 5,576 American Express shares in Q1 2026, an estimated $1.87M.
American Express made up 0.36% of Perigon Wealth Management's portfolio in Q1 2026, its #59 holding.
Perigon Wealth Management first reported a position in American Express in Q4 2013 and has held it in 39 quarters since.
Perigon Wealth Management's American Express position peaked at $22.5M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.