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PGIM Custom Harvest’s American Express AXP Stock Holding History

PGIM Custom Harvest’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 		$1.31M Buy
4,317
+951
+28% +$319K 0.02% 118
2025
Q4 		$1.25M Buy
3,366
+110
+3% +$39.4K 0.02% 118
2025
Q3 		$1.08M Buy
3,256
+59
+2% +$18.8K 0.02% 124
2025
Q2 		$1.02M Sell
3,197
-1,589
-33% -$447K 0.02% 112
2025
Q1 		$1.29M Buy
4,786
+1,874
+64% +$554K 0.03% 98
2024
Q4 		$864K Sell
2,912
-1,634
-36% -$469K 0.02% 125
2024
Q3 		$1.23M Buy
4,546
+239
+6% +$59.5K 0.03% 105
2024
Q2 		$997K Buy
+4,307
New +$997K 0.02% 110
2023
Q2 		– Sell
-2,957
Closed -$488K – 172
2023
Q1 		$488K Sell
2,957
-3
-0.1% -$498 0.02% 130
2022
Q4 		$437K Buy
+2,960
New +$439K 0.02% 138
2021
Q3 		$439K Buy
2,622
+11
+0.4% +$1.84K 0.07% 133
2021
Q2 		$431K Buy
2,611
+21
+0.8% +$3.29K 0.08% 122
2021
Q1 		$366K Buy
+2,590
New +$342K 0.09% 114

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

PGIM Custom Harvest's AXP Position: Q1 2026 in Review

PGIM Custom Harvest increased its American Express (AXP) stake by 28% in Q1 2026, buying an estimated $319K and bringing the position to 4,317 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #118.

PGIM Custom Harvest first reported a position in AXP in Q1 2021 and has held it in 13 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • PGIM Custom Harvest held 4,317 shares of American Express worth $1.31M as of Q1 2026.
  • PGIM Custom Harvest bought 951 American Express shares in Q1 2026, an estimated $319K.
  • American Express made up 0.02% of PGIM Custom Harvest's portfolio in Q1 2026, its #118 holding.
  • PGIM Custom Harvest first reported a position in American Express in Q1 2021 and has held it in 13 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.