Pettyjohn Wood & White’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $566K | Hold |
1,870
| – | – | 0.09% | 125 |
|
|
2025
Q4 | $692K | Buy |
1,870
+267
| +17% | +$95.5K | 0.11% | 116 |
|
|
2025
Q3 | $532K | Hold |
1,603
| – | – | 0.09% | 129 |
|
|
2025
Q2 | $511K | Hold |
1,603
| – | – | 0.09% | 127 |
|
|
2025
Q1 | $431K | Sell |
1,603
-1,600
| -50% | -$473K | 0.08% | 134 |
|
|
2024
Q4 | $951K | Buy |
3,203
+1,000
| +45% | +$287K | 0.17% | 89 |
|
|
2024
Q3 | $597K | Hold |
2,203
| – | – | 0.11% | 112 |
|
|
2024
Q2 | $510K | Hold |
2,203
| – | – | 0.1% | 117 |
|
|
2024
Q1 | $502K | Hold |
2,203
| – | – | 0.1% | 116 |
|
|
2023
Q4 | $413K | Hold |
2,203
| – | – | 0.09% | 129 |
|
|
2023
Q3 | $329K | Hold |
2,203
| – | – | 0.08% | 144 |
|
|
2023
Q2 | $384K | Hold |
2,203
| – | – | 0.09% | 127 |
|
|
2023
Q1 | $363K | Hold |
2,203
| – | – | 0.09% | 128 |
|
|
2022
Q4 | $325K | Hold |
2,203
| – | – | 0.08% | 135 |
|
|
2022
Q3 | $297K | Hold |
2,203
| – | – | 0.08% | 137 |
|
|
2022
Q2 | $305K | Buy |
2,203
+806
| +58% | +$133K | 0.07% | 141 |
|
|
2022
Q1 | $261K | Hold |
1,397
| – | – | 0.06% | 144 |
|
|
2021
Q4 | $229K | Sell |
1,397
-122
| -8% | -$20.8K | 0.05% | 157 |
|
|
2021
Q3 | $254K | Hold |
1,519
| – | – | 0.06% | 145 |
|
|
2021
Q2 | $251K | Hold |
1,519
| – | – | 0.06% | 145 |
|
|
2021
Q1 | $215K | Buy |
+1,519
| New | +$201K | 0.05% | 150 |
|
|
2020
Q3 | – | Sell |
-2,169
| Closed | -$206K | – | 142 |
|
|
2020
Q2 | $206K | Buy |
+2,169
| New | +$200K | 0.07% | 138 |
|
|
2020
Q1 | – | Sell |
-2,169
| Closed | -$270K | – | 132 |
|
|
2019
Q4 | $270K | Sell |
2,169
-81
| -4% | -$9.68K | 0.08% | 129 |
|
|
2019
Q3 | $266K | Hold |
2,250
| – | – | 0.08% | 130 |
|
|
2019
Q2 | $278K | Hold |
2,250
| – | – | 0.09% | 127 |
|
|
2019
Q1 | $246K | Hold |
2,250
| – | – | 0.08% | 129 |
|
|
2018
Q4 | $214K | Hold |
2,250
| – | – | 0.08% | 135 |
|
|
2018
Q3 | $240K | Hold |
2,250
| – | – | 0.08% | 138 |
|
|
2018
Q2 | $221K | Hold |
2,250
| – | – | 0.08% | 143 |
|
|
2018
Q1 | $210K | Hold |
2,250
| – | – | 0.08% | 145 |
|
|
2017
Q4 | $223K | Hold |
2,250
| – | – | 0.08% | 142 |
|
|
2017
Q3 | $204K | Buy |
+2,250
| New | +$193K | 0.08% | 138 |
|
|
2015
Q3 | – | Sell |
-3,850
| Closed | -$299K | – | 126 |
|
|
2015
Q2 | $299K | Sell |
3,850
-930
| -19% | -$73.8K | 0.13% | 106 |
|
|
2015
Q1 | $373K | Sell |
4,780
-300
| -6% | -$24.9K | 0.15% | 96 |
|
|
2014
Q4 | $473K | Hold |
5,080
| – | – | 0.2% | 90 |
|
|
2014
Q3 | $445K | Hold |
5,080
| – | – | 0.19% | 89 |
|
|
2014
Q2 | $482K | Sell |
5,080
-150
| -3% | -$13.5K | 0.21% | 88 |
|
|
2014
Q1 | $471K | Buy |
+5,230
| New | +$467K | 0.22% | 92 |
|
Other funds holding AXP
VCM
VPM
Pettyjohn Wood & White's AXP Position: Q1 2026 in Review
Pettyjohn Wood & White held its American Express (AXP) position steady in Q1 2026 at 1,870 shares worth $566K. The position accounts for 0.09% of the portfolio, ranked #125.
Pettyjohn Wood & White first reported a position in AXP in Q1 2014 and has held it in 38 quarters since. The position peaked at $951K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Pettyjohn Wood & White held 1,870 shares of American Express worth $566K as of Q1 2026.
- Pettyjohn Wood & White left its American Express share count unchanged in Q1 2026.
- American Express made up 0.09% of Pettyjohn Wood & White's portfolio in Q1 2026, its #125 holding.
- Pettyjohn Wood & White first reported a position in American Express in Q1 2014 and has held it in 38 quarters since.
- Pettyjohn Wood & White's American Express position peaked at $951K in Q4 2024.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.