Sand Hill Global Advisors’s American Express AXP Stock Holding History

Sand Hill Global Advisors’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	$331K	Buy	1,094 +118	+12%	+$39.6K	0.01%	161
2025 Q4	$361K	Buy	976 +3	+0.3%	+$1.07K	0.01%	159
2025 Q3	$323K	Sell	973 -1,099	-53%	-$350K	0.01%	163
2025 Q2	$661K	Sell	2,072 -10	-0.5%	-$2.81K	0.02%	136
2025 Q1	$560K	Sell	2,082 -13	-0.6%	-$3.84K	0.02%	142
2024 Q4	$622K	Hold	2,095	–	–	0.03%	130
2024 Q3	$568K	Sell	2,095 -25	-1%	-$6.22K	0.02%	134
2024 Q2	$491K	Buy	2,120 +921	+77%	+$213K	0.02%	139
2024 Q1	$273K	Sell	1,199 -53	-4%	-$11K	0.01%	146
2023 Q4	$235K	Buy	+1,252	New	+$202K	0.01%	154
2015 Q1	–	Sell	-2,309	Closed	-$215K	–	79
2014 Q4	$215K	Buy	+2,309	New	+$207K	0.04%	80
2014 Q1	–	Sell	-2,362	Closed	-$214K	–	76
2013 Q4	$214K	Buy	+2,362	New	+$194K	0.05%	74

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

Sand Hill Global Advisors's AXP Position: Q1 2026 in Review

Sand Hill Global Advisors increased its American Express (AXP) stake by 12% in Q1 2026, buying an estimated $39.6K and bringing the position to 1,094 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #161.

Sand Hill Global Advisors first reported a position in AXP in Q4 2013 and has held it in 12 quarters since. The position peaked at $661K in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sand Hill Global Advisors held 1,094 shares of American Express worth $331K as of Q1 2026.
Sand Hill Global Advisors bought 118 American Express shares in Q1 2026, an estimated $39.6K.
American Express made up 0.01% of Sand Hill Global Advisors's portfolio in Q1 2026, its #161 holding.
Sand Hill Global Advisors first reported a position in American Express in Q4 2013 and has held it in 12 quarters since.
Sand Hill Global Advisors's American Express position peaked at $661K in Q2 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.