Schulhoff & Co’s American Express AXP Stock Holding History

Schulhoff & Co’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	$1.3M	Hold	4,300	–	–	0.53%	47
2025 Q4	$1.59M	Hold	4,300	–	–	0.67%	40
2025 Q3	$1.43M	Hold	4,300	–	–	0.61%	41
2025 Q2	$1.37M	Hold	4,300	–	–	0.61%	42
2025 Q1	$1.16M	Hold	4,300	–	–	0.51%	49
2024 Q4	$1.28M	Sell	4,300 -70	-2%	-$20.1K	0.47%	45
2024 Q3	$1.19M	Hold	4,370	–	–	0.49%	51
2024 Q2	$1.01M	Hold	4,370	–	–	0.46%	54
2024 Q1	$995K	Hold	4,370	–	–	0.44%	56
2023 Q4	$819K	Sell	4,370 -120	-3%	-$19.3K	0.39%	59
2023 Q3	$670K	Hold	4,490	–	–	0.34%	62
2023 Q2	$782K	Hold	4,490	–	–	0.36%	60
2023 Q1	$741K	Hold	4,490	–	–	0.34%	64
2022 Q4	$663K	Hold	4,490	–	–	0.31%	65
2022 Q3	$605K	Sell	4,490 -100	-2%	-$15.1K	0.32%	64
2022 Q2	$636K	Sell	4,590 -35	-0.8%	-$5.78K	0.3%	63
2022 Q1	$864K	Hold	4,625	–	–	0.36%	58
2021 Q4	$756K	Hold	4,625	–	–	0.31%	64
2021 Q3	$774K	Hold	4,625	–	–	0.35%	61
2021 Q2	$764K	Sell	4,625 -25	-0.5%	-$3.92K	0.34%	61
2021 Q1	$657K	Hold	4,650	–	–	0.3%	66
2020 Q4	$562K	Hold	4,650	–	–	0.28%	68
2020 Q3	$466K	Hold	4,650	–	–	0.25%	67
2020 Q2	$442K	Hold	4,650	–	–	0.26%	68
2020 Q1	$398K	Hold	4,650	–	–	0.25%	67
2019 Q4	$578K	Hold	4,650	–	–	0.27%	70
2019 Q3	$550K	Hold	4,650	–	–	0.27%	70
2019 Q2	$573K	Hold	4,650	–	–	0.3%	67
2019 Q1	$508K	Hold	4,650	–	–	0.27%	67
2018 Q4	$443K	Hold	4,650	–	–	0.28%	66
2018 Q3	$495K	Hold	4,650	–	–	0.28%	67
2018 Q2	$455K	Hold	4,650	–	–	0.27%	69
2018 Q1	$433K	Hold	4,650	–	–	0.25%	69
2017 Q4	$461K	Hold	4,650	–	–	0.26%	66
2017 Q3	$420K	Hold	4,650	–	–	0.25%	67
2017 Q2	$391K	Hold	4,650	–	–	0.24%	74
2017 Q1	$367K	Hold	4,650	–	–	0.23%	77
2016 Q4	$344K	Hold	4,650	–	–	0.21%	78
2016 Q3	$297K	Sell	4,650 -100	-2%	-$6.42K	0.18%	86
2016 Q2	$288K	Hold	4,750	–	–	0.18%	86
2016 Q1	$291K	Buy	4,750 +400	+9%	+$23.3K	0.19%	81
2015 Q4	$302K	Hold	4,350	–	–	0.2%	78
2015 Q3	$322K	Sell	4,350 -900	-17%	-$69.2K	0.23%	76
2015 Q2	$408K	Buy	5,250 +500	+11%	+$39.7K	0.26%	70
2015 Q1	$371K	Hold	4,750	–	–	0.23%	78
2014 Q4	$441K	Sell	4,750 -200	-4%	-$17.9K	0.27%	67
2014 Q3	$433K	Hold	4,950	–	–	0.27%	72
2014 Q2	$469K	Hold	4,950	–	–	0.29%	66
2014 Q1	$446K	Sell	4,950 -254	-5%	-$22.7K	0.3%	60
2013 Q4	$472K	Hold	5,204	–	–	0.32%	57
2013 Q3	$393K	Sell	5,204 -1,000	-16%	-$75.2K	0.28%	62
2013 Q2	$464K	Buy	+6,204	New	+$441K	0.35%	54

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

Schulhoff & Co's AXP Position: Q1 2026 in Review

Schulhoff & Co held its American Express (AXP) position steady in Q1 2026 at 4,300 shares worth $1.3M. The position accounts for 0.53% of the portfolio, ranked #47.

Schulhoff & Co first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.59M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Schulhoff & Co held 4,300 shares of American Express worth $1.3M as of Q1 2026.
Schulhoff & Co left its American Express share count unchanged in Q1 2026.
American Express made up 0.53% of Schulhoff & Co's portfolio in Q1 2026, its #47 holding.
Schulhoff & Co first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Schulhoff & Co's American Express position peaked at $1.59M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Schulhoff & Co's 13F filing for Q1 2026, filed 11 May 2026.