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Shepherd Street Advisors’s American Express AXP Stock Holding History

Shepherd Street 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 		$363K Hold
1,200
– – 0.36% 72
2025
Q4 		$444K Buy
+1,200
New +$429K 0.43% 60

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Shepherd Street Advisors's AXP Position: Q1 2026 in Review

Shepherd Street Advisors held its American Express (AXP) position steady in Q1 2026 at 1,200 shares worth $363K. The position accounts for 0.36% of the portfolio, ranked #72.

Shepherd Street Advisors first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $444K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Shepherd Street Advisors held 1,200 shares of American Express worth $363K as of Q1 2026.
  • Shepherd Street Advisors left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.36% of Shepherd Street Advisors's portfolio in Q1 2026, its #72 holding.
  • Shepherd Street Advisors first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Shepherd Street Advisors's American Express position peaked at $444K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Shepherd Street Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.