Sigma Investment Counselors’s American Express AXP Stock Holding History

Sigma Investment Counselors’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	$1.02M	Sell	3,376 -2	-0.1%	-$671	0.05%	107
2025 Q4	$1.25M	Hold	3,378	–	–	0.06%	106
2025 Q3	$1.12M	Buy	3,378 +2	+0.1%	+$636	0.06%	107
2025 Q2	$1.08M	Buy	3,376 +70	+2%	+$19.7K	0.06%	105
2025 Q1	$889K	Hold	3,306	–	–	0.05%	106
2024 Q4	$981K	Hold	3,306	–	–	0.06%	106
2024 Q3	$897K	Buy	3,306 +33	+1%	+$8.22K	0.05%	106
2024 Q2	$758K	Hold	3,273	–	–	0.05%	113
2024 Q1	$745K	Hold	3,273	–	–	0.05%	114
2023 Q4	$613K	Sell	3,273 -372	-10%	-$59.9K	0.04%	118
2023 Q3	$544K	Buy	3,645 +118	+3%	+$19.3K	0.04%	120
2023 Q2	$614K	Hold	3,527	–	–	0.05%	115
2023 Q1	$582K	Hold	3,527	–	–	0.05%	120
2022 Q4	$521K	Sell	3,527 -24	-0.7%	-$3.56K	0.04%	120
2022 Q3	$479K	Sell	3,551 -10	-0.3%	-$1.51K	0.04%	119
2022 Q2	$494K	Buy	3,561 +34	+1%	+$5.62K	0.04%	122
2022 Q1	$660K	Hold	3,527	–	–	0.05%	116
2021 Q4	$577K	Hold	3,527	–	–	0.04%	124
2021 Q3	$591K	Hold	3,527	–	–	0.04%	118
2021 Q2	$583K	Hold	3,527	–	–	0.04%	118
2021 Q1	$499K	Hold	3,527	–	–	0.04%	124
2020 Q4	$426K	Buy	3,527 +504	+17%	+$55.8K	0.04%	125
2020 Q3	$303K	Sell	3,023 -646	-18%	-$63.6K	0.06%	106
2020 Q2	$349K	Hold	3,669	–	–	0.04%	120
2020 Q1	$314K	Sell	3,669 -150	-4%	-$17.5K	0.04%	115
2019 Q4	$475K	Hold	3,819	–	–	0.05%	103
2019 Q3	$452K	Buy	3,819 +364	+11%	+$44.6K	0.05%	106
2019 Q2	$426K	Hold	3,455	–	–	0.05%	107
2019 Q1	$378K	Sell	3,455 -250	-7%	-$26.3K	0.05%	109
2018 Q4	$353K	Buy	3,705 +261	+8%	+$27.3K	0.05%	108
2018 Q3	$367K	Sell	3,444 -153	-4%	-$15.9K	0.05%	103
2018 Q2	$353K	Buy	3,597 +153	+4%	+$15K	0.05%	97
2018 Q1	$321K	Sell	3,444 -55	-2%	-$5.33K	0.04%	100
2017 Q4	$347K	Buy	3,499 +9	+0.3%	+$857	0.05%	96
2017 Q3	$316K	Hold	3,490	–	–	0.04%	109
2017 Q2	$294K	Buy	3,490 +40	+1%	+$3.17K	0.05%	116
2017 Q1	$273K	Sell	3,450 -300	-8%	-$23.5K	0.04%	117
2016 Q4	$278K	Buy	3,750 +500	+15%	+$34.6K	0.04%	107
2016 Q3	$208K	Sell	3,250 -1,460	-31%	-$93.8K	0.03%	118
2016 Q2	$286K	Sell	4,710 -890	-16%	-$56.4K	0.05%	104
2016 Q1	$344K	Sell	5,600 -380	-6%	-$22.1K	0.06%	95
2015 Q4	$416K	Sell	5,980 -500	-8%	-$36.4K	0.08%	88
2015 Q3	$480K	Sell	6,480 -355	-5%	-$27.3K	0.09%	81
2015 Q2	$531K	Sell	6,835 -26,848	-80%	-$2.13M	0.1%	82
2015 Q1	$2.63M	Sell	33,683 -449	-1%	-$37.3K	0.49%	48
2014 Q4	$3.18M	Buy	34,132 +435	+1%	+$39K	0.6%	45
2014 Q3	$2.95M	Sell	33,697 -54	-0.2%	-$4.86K	0.57%	44
2014 Q2	$3.2M	Sell	33,751 -1,487	-4%	-$134K	0.63%	41
2014 Q1	$3.17M	Sell	35,238 -353	-1%	-$31.5K	0.64%	40
2013 Q4	$3.23M	Sell	35,591 -2,350	-6%	-$193K	0.7%	40
2013 Q3	$2.87M	Sell	37,941 -128	-0.3%	-$9.63K	0.66%	45
2013 Q2	$2.85M	Buy	+38,069	New	+$2.71M	0.74%	36

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

Sigma Investment Counselors's AXP Position: Q1 2026 in Review

Sigma Investment Counselors reduced its American Express (AXP) stake by 0.06% in Q1 2026, selling an estimated $671 and leaving 3,376 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #107.

Sigma Investment Counselors first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.23M in Q4 2013. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sigma Investment Counselors held 3,376 shares of American Express worth $1.02M as of Q1 2026.
Sigma Investment Counselors sold 2 American Express shares in Q1 2026, an estimated $671.
American Express made up 0.05% of Sigma Investment Counselors's portfolio in Q1 2026, its #107 holding.
Sigma Investment Counselors first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Sigma Investment Counselors's American Express position peaked at $3.23M in Q4 2013.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.