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Ross\Johnson & Associates’s American Express AXP Stock Holding History

Ross\Johnson & 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 		$30.2K Hold
100
– – 0.55% 23
2025
Q4 		$37K Hold
100
– – 0.69% 21
2025
Q3 		$33.2K Hold
100
– – 0.63% 23
2025
Q2 		$31.9K Sell
100
-25
-20% -$7.04K 0.66% 20
2025
Q1 		$33.6K Buy
125
+25
+25% +$7.39K 0.58% 27
2024
Q4 		$29.7K Buy
+100
New +$28.7K 0.69% 16

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

Ross\Johnson & Associates's AXP Position: Q1 2026 in Review

Ross\Johnson & Associates held its American Express (AXP) position steady in Q1 2026 at 100 shares worth $30.2K. The position accounts for 0.55% of the portfolio, ranked #23.

Ross\Johnson & Associates first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $37K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Ross\Johnson & Associates held 100 shares of American Express worth $30.2K as of Q1 2026.
  • Ross\Johnson & Associates left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.55% of Ross\Johnson & Associates's portfolio in Q1 2026, its #23 holding.
  • Ross\Johnson & Associates first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's American Express position peaked at $37K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.