Richard W. Paul & Associates’s American Express AXP Stock Holding History

Richard W. Paul & Associates’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	$443K	Sell	1,464 -26	-2%	-$8.72K	0.15%	120
2025 Q4	$551K	Sell	1,490 -120	-7%	-$42.9K	0.18%	112
2025 Q3	$535K	Sell	1,610 -11	-0.7%	-$3.5K	0.18%	116
2025 Q2	$517K	Sell	1,621 -10	-0.6%	-$2.81K	0.19%	111
2025 Q1	$439K	Sell	1,631 -20	-1%	-$5.91K	0.17%	121
2024 Q4	$490K	Sell	1,651 -83	-5%	-$23.8K	0.18%	121
2024 Q3	$470K	Sell	1,734 -41	-2%	-$10.2K	0.17%	123
2024 Q2	$411K	Sell	1,775 -23	-1%	-$5.33K	0.16%	128
2024 Q1	$409K	Sell	1,798 -75	-4%	-$15.6K	0.16%	129
2023 Q4	$351K	Sell	1,873 -64	-3%	-$10.3K	0.15%	137
2023 Q3	$289K	Sell	1,937 -76	-4%	-$12.4K	0.13%	143
2023 Q2	$351K	Sell	2,013 -32	-2%	-$5.16K	0.15%	141
2023 Q1	$337K	Sell	2,045 -139	-6%	-$23.1K	0.16%	142
2022 Q4	$323K	Buy	+2,184	New	+$324K	0.16%	138

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

Richard W. Paul & Associates's AXP Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its American Express (AXP) stake by 1.7% in Q1 2026, selling an estimated $8.72K and leaving 1,464 shares worth $443K. The position accounts for 0.15% of the portfolio, ranked #120.

Richard W. Paul & Associates first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $551K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Richard W. Paul & Associates held 1,464 shares of American Express worth $443K as of Q1 2026.
Richard W. Paul & Associates sold 26 American Express shares in Q1 2026, an estimated $8.72K.
American Express made up 0.15% of Richard W. Paul & Associates's portfolio in Q1 2026, its #120 holding.
Richard W. Paul & Associates first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's American Express position peaked at $551K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.