Shepherd Financial Partners’s American Express AXP Stock Holding History

Shepherd Financial Partners’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	$326K	Buy	1,078 +10	+0.9%	+$3.35K	0.03%	195
2025 Q4	$395K	Sell	1,068 -1	-0.1%	-$358	0.04%	181
2025 Q3	$355K	Buy	1,069 +15	+1%	+$4.77K	0.03%	187
2025 Q2	$336K	Buy	1,054 +9	+0.9%	+$2.53K	0.04%	190
2025 Q1	$281K	Hold	1,045	–	–	0.03%	198
2024 Q4	$310K	Buy	1,045 +17	+2%	+$4.88K	0.04%	175
2024 Q3	$279K	Hold	1,028	–	–	0.03%	186
2024 Q2	$238K	Sell	1,028 -19	-2%	-$4.4K	0.03%	194
2024 Q1	$238K	Buy	+1,047	New	+$217K	0.03%	197

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

Shepherd Financial Partners's AXP Position: Q1 2026 in Review

Shepherd Financial Partners increased its American Express (AXP) stake by 0.94% in Q1 2026, buying an estimated $3.35K and bringing the position to 1,078 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #195.

Shepherd Financial Partners first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $395K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Shepherd Financial Partners held 1,078 shares of American Express worth $326K as of Q1 2026.
Shepherd Financial Partners bought 10 American Express shares in Q1 2026, an estimated $3.35K.
American Express made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #195 holding.
Shepherd Financial Partners first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
Shepherd Financial Partners's American Express position peaked at $395K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.