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S.A. Mason’s American Express AXP Stock Holding History

S.A. Mason’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 		$1.54M Buy
5,103
+1
+0% +$335 0.58% 45
2025
Q4 		$1.89M Sell
5,102
-11
-0.2% -$3.94K 0.75% 35
2025
Q3 		$1.7M Buy
5,113
+1
+0% +$318 0.75% 31
2025
Q2 		$1.63M Sell
5,112
-94
-2% -$26.5K 0.79% 30
2025
Q1 		$1.4M Hold
5,206
– – 0.74% 36
2024
Q4 		$1.54M Sell
5,206
-74
-1% -$21.3K 0.81% 29
2024
Q3 		$1.43M Buy
5,280
+1
+0% +$249 0.76% 33
2024
Q2 		$1.22M Buy
5,279
+121
+2% +$28K 0.7% 34
2024
Q1 		$1.17M Buy
5,158
+12
+0.2% +$2.49K 0.71% 38
2023
Q4 		$964K Buy
5,146
+91
+2% +$14.6K 0.65% 42
2023
Q3 		$754K Buy
5,055
+2
+0% +$327 0.54% 47
2023
Q2 		$833K Hold
5,053
– – 0.61% 44
2023
Q1 		$833K Buy
5,053
+1
+0% +$166 0.61% 44
2022
Q4 		$746K Buy
5,052
+1
+0% +$148 0.56% 47
2022
Q3 		$681K Sell
5,051
-49
-1% -$7.42K 0.54% 47
2022
Q2 		$707K Buy
5,100
+1
+0% +$165 0.52% 51
2022
Q1 		$953K Buy
5,099
+1
+0% +$181 0.59% 41
2021
Q4 		$834K Buy
5,098
+1
+0% +$171 0.5% 53
2021
Q3 		$854K Buy
5,097
+303
+6% +$50.7K 0.56% 51
2021
Q2 		$792K Hold
4,794
– – 0.54% 50
2021
Q1 		$678K Buy
4,794
+250
+6% +$33K 0.51% 56
2020
Q4 		$549K Sell
4,544
-250
-5% -$27.7K 0.46% 63
2020
Q3 		$481K Sell
4,794
-3
-0.1% -$295 0.46% 62
2020
Q2 		$457K Sell
4,797
-600
-11% -$55.2K 0.48% 59
2020
Q1 		$462K Sell
5,397
-188
-3% -$21.9K 0.56% 50
2019
Q4 		$695K Buy
+5,585
New +$667K 0.66% 37

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

S.A. Mason's AXP Position: Q1 2026 in Review

S.A. Mason increased its American Express (AXP) stake by 0.02% in Q1 2026, buying an estimated $335 and bringing the position to 5,103 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #45.

S.A. Mason first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.89M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • S.A. Mason held 5,103 shares of American Express worth $1.54M as of Q1 2026.
  • S.A. Mason bought 1 American Express share in Q1 2026, an estimated $335.
  • American Express made up 0.58% of S.A. Mason's portfolio in Q1 2026, its #45 holding.
  • S.A. Mason first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's American Express position peaked at $1.89M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.