Searle & Co’s American Express AXP Stock Holding History

Searle & 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	$12.6M	Hold	41,714	–	–	3.17%	5
2025 Q4	$15.4M	Hold	41,714	–	–	3.98%	3
2025 Q3	$13.9M	Sell	41,714 -455	-1%	-$145K	3.67%	3
2025 Q2	$13.5M	Sell	42,169 -30	-0.1%	-$8.44K	3.8%	3
2025 Q1	$11.4M	Hold	42,199	–	–	3.24%	3
2024 Q4	$12.5M	Buy	42,199 +670	+2%	+$192K	3.61%	3
2024 Q3	$11.3M	Sell	41,529 -7,365	-15%	-$1.83M	2.81%	4
2024 Q2	$11.3M	Buy	48,894 +7,537	+18%	+$1.75M	2.65%	6
2024 Q1	$9.42M	Hold	41,357	–	–	2.4%	6
2023 Q4	$7.75M	Buy	41,357 +7,267	+21%	+$1.17M	2.12%	9
2023 Q3	$5.09M	Hold	34,090	–	–	1.73%	15
2023 Q2	$5.76M	Hold	34,090	–	–	1.78%	14
2023 Q1	$5.5M	Hold	34,090	–	–	1.8%	13
2022 Q4	$5.04M	Hold	34,090	–	–	1.72%	12
2022 Q3	$4.6M	Hold	34,090	–	–	1.77%	10
2022 Q2	$4.73M	Hold	34,090	–	–	1.86%	11
2022 Q1	$6.38M	Hold	34,090	–	–	2.35%	7
2021 Q4	$5.58M	Hold	34,090	–	–	2.03%	8
2021 Q3	$5.71M	Hold	34,090	–	–	2.34%	6
2021 Q2	$5.63M	Hold	34,090	–	–	2.3%	6
2021 Q1	$4.82M	Hold	34,090	–	–	2.15%	7
2020 Q4	$4.12M	Buy	34,090 +180	+0.5%	+$19.9K	1.98%	11
2020 Q3	$3.4M	Hold	33,910	–	–	1.85%	11
2020 Q2	$3.23M	Hold	33,910	–	–	1.87%	12
2020 Q1	$2.9M	Hold	33,910	–	–	2.06%	11
2019 Q4	$4.22M	Hold	33,910	–	–	2.32%	8
2019 Q3	$4.01M	Hold	33,910	–	–	2.37%	10
2019 Q2	$4.19M	Hold	33,910	–	–	2.55%	6
2019 Q1	$3.71M	Buy	33,910 +110	+0.3%	+$11.6K	2.31%	8
2018 Q4	$3.22M	Hold	33,800	–	–	2.27%	9
2018 Q3	$3.6M	Hold	33,800	–	–	2.11%	9
2018 Q2	$3.31M	Hold	33,800	–	–	2.1%	9
2018 Q1	$3.15M	Hold	33,800	–	–	2.05%	10
2017 Q4	$3.36M	Hold	33,800	–	–	2.11%	9
2017 Q3	$3.06M	Hold	33,800	–	–	2.02%	9
2017 Q2	$2.85M	Sell	33,800 -700	-2%	-$55.4K	1.95%	8
2017 Q1	$2.73M	Buy	34,500 +13,100	+61%	+$1.02M	1.91%	9
2016 Q4	$1.58M	Sell	21,400 -3,000	-12%	-$208K	1.31%	21
2016 Q3	$1.56M	Buy	+24,400	New	+$1.57M	1.35%	21
2016 Q2	–	Sell	-24,400	Closed	-$1.49M	–	30
2016 Q1	$1.49M	Hold	24,400	–	–	1.37%	22
2015 Q4	$1.65M	Buy	24,400 +1,500	+7%	+$109K	1.58%	16
2015 Q3	$1.7M	Sell	22,900 -1,600	-7%	-$123K	1.74%	13
2015 Q2	$1.9M	Sell	24,500 -100	-0.4%	-$7.93K	1.59%	14
2015 Q1	$1.92M	Buy	+24,600	New	+$2.04M	1.65%	14

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

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

Searle & Co held its American Express (AXP) position steady in Q1 2026 at 41,714 shares worth $12.6M. The position accounts for 3.17% of the portfolio, ranked #5.

Searle & Co first reported a position in AXP in Q1 2015 and has held it in 44 quarters since. The position peaked at $15.4M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Searle & Co held 41,714 shares of American Express worth $12.6M as of Q1 2026.
Searle & Co left its American Express share count unchanged in Q1 2026.
American Express made up 3.17% of Searle & Co's portfolio in Q1 2026, its #5 holding.
Searle & Co first reported a position in American Express in Q1 2015 and has held it in 44 quarters since.
Searle & Co's American Express position peaked at $15.4M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.