Security National Bank of So Dak’s American Express AXP Stock Holding History

Security National Bank of So Dak’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	$665K	Hold	2,200	–	–	0.32%	72
2025 Q4	$814K	Hold	2,200	–	–	0.4%	62
2025 Q3	$731K	Hold	2,200	–	–	0.37%	67
2025 Q2	$702K	Hold	2,200	–	–	0.38%	65
2025 Q1	$592K	Buy	2,200 +100	+5%	+$29.6K	0.33%	71
2024 Q4	$623K	Hold	2,100	–	–	0.35%	66
2024 Q3	$570K	Hold	2,100	–	–	0.32%	67
2024 Q2	$486K	Hold	2,100	–	–	0.29%	69
2024 Q1	$478K	Hold	2,100	–	–	0.29%	70
2023 Q4	$393K	Hold	2,100	–	–	0.26%	72
2023 Q3	$313K	Hold	2,100	–	–	0.23%	83
2023 Q2	$366K	Buy	+2,100	New	+$339K	0.26%	75
2022 Q4	$340K	Buy	2,300 +800	+53%	+$119K	0.25%	76
2022 Q3	$202K	Sell	1,500 -200	-12%	-$30.3K	0.18%	88
2022 Q2	$236K	Hold	1,700	–	–	0.2%	85
2022 Q1	$318K	Buy	+1,700	New	+$307K	0.22%	82

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

Security National Bank of So Dak's AXP Position: Q1 2026 in Review

Security National Bank of So Dak held its American Express (AXP) position steady in Q1 2026 at 2,200 shares worth $665K. The position accounts for 0.32% of the portfolio, ranked #72.

Security National Bank of So Dak first reported a position in AXP in Q1 2022 and has held it in 16 quarters since. The position peaked at $814K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Security National Bank of So Dak held 2,200 shares of American Express worth $665K as of Q1 2026.
Security National Bank of So Dak left its American Express share count unchanged in Q1 2026.
American Express made up 0.32% of Security National Bank of So Dak's portfolio in Q1 2026, its #72 holding.
Security National Bank of So Dak first reported a position in American Express in Q1 2022 and has held it in 16 quarters since.
Security National Bank of So Dak's American Express position peaked at $814K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.