Principal Street Partners’s American Express AXP Stock Holding History

Principal Street Partners’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	–	Sell	-585	Closed	-$217K	–	251
2025 Q4	$217K	Buy	+585	New	+$209K	0.04%	214
2025 Q3	–	Sell	-944	Closed	-$301K	–	283
2025 Q2	$301K	Buy	+944	New	+$266K	0.03%	275

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

Principal Street Partners's AXP Position: Q1 2026 in Review

Principal Street Partners sold out of American Express (AXP) in Q1 2026, closing a stake of 585 shares — an estimated $217K sold.

Principal Street Partners first reported a position in AXP in Q2 2025 and held it in 2 quarters. The position peaked at $301K in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Principal Street Partners reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Principal Street Partners sold 585 American Express shares in Q1 2026, an estimated $217K.
Principal Street Partners first reported a position in American Express in Q2 2025 and held it in 2 quarters.
Principal Street Partners's American Express position peaked at $301K in Q2 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.