Sippican Capital Advisors’s American Express AXP Stock Holding History

Sippican Capital 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	$609K	Hold	2,014	–	–	0.42%	71
2025 Q4	$745K	Sell	2,014 -470	-19%	-$168K	0.48%	67
2025 Q3	$825K	Sell	2,484 -75	-3%	-$23.9K	0.55%	65
2025 Q2	$816K	Hold	2,559	–	–	0.59%	60
2025 Q1	$688K	Hold	2,559	–	–	0.52%	62
2024 Q4	$759K	Hold	2,559	–	–	0.55%	61
2024 Q3	$694K	Hold	2,559	–	–	0.48%	65
2024 Q2	$593K	Hold	2,559	–	–	0.47%	72
2024 Q1	$583K	Sell	2,559 -2,100	-45%	-$435K	0.45%	77
2023 Q4	$873K	Buy	4,659 +2,206	+90%	+$355K	0.68%	55
2023 Q3	$366K	Sell	2,453 -25	-1%	-$4.09K	0.33%	82
2023 Q2	$432K	Hold	2,478	–	–	0.4%	76
2023 Q1	$409K	Hold	2,478	–	–	0.39%	78
2022 Q4	$366K	Hold	2,478	–	–	0.35%	78
2022 Q3	$334K	Hold	2,478	–	–	0.35%	79
2022 Q2	$344K	Hold	2,478	–	–	0.34%	81
2022 Q1	$463K	Sell	2,478 -25	-1%	-$4.51K	0.38%	78
2021 Q4	$409K	Sell	2,503 -2,334	-48%	-$398K	0.35%	78
2021 Q3	$810K	Sell	4,837 -140	-3%	-$23.4K	0.7%	58
2021 Q2	$822K	Sell	4,977 -25	-0.5%	-$3.92K	0.72%	55
2021 Q1	$707K	Sell	5,002 -25	-0.5%	-$3.3K	0.65%	55
2020 Q4	$608K	Sell	5,027 -2,542	-34%	-$282K	0.66%	62
2020 Q3	$759K	Buy	7,569 +1,296	+21%	+$127K	0.94%	44
2020 Q2	$597K	Sell	6,273 -175	-3%	-$16.1K	0.8%	53
2020 Q1	$552K	Sell	6,448 -50	-0.8%	-$5.82K	0.9%	48
2019 Q4	$809K	Sell	6,498 -52	-0.8%	-$6.21K	0.9%	41
2019 Q3	$775K	Sell	6,550 -75	-1%	-$9.2K	0.94%	43
2019 Q2	$818K	Hold	6,625	–	–	0.96%	40
2019 Q1	$724K	Buy	6,625 +675	+11%	+$70.9K	0.86%	44
2018 Q4	$567K	Buy	5,950 +950	+19%	+$99.4K	0.77%	49
2018 Q3	$543K	Sell	5,000 -2,150	-30%	-$224K	0.63%	55
2018 Q2	$701K	Hold	7,150	–	–	0.7%	52
2018 Q1	$667K	Hold	7,150	–	–	0.69%	53
2017 Q4	$710K	Hold	7,150	–	–	0.69%	56
2017 Q3	$647K	Hold	7,150	–	–	0.66%	57
2017 Q2	$602K	Sell	7,150 -50	-0.7%	-$3.96K	0.65%	57
2017 Q1	$570K	Sell	7,200 -500	-6%	-$39.1K	0.61%	58
2016 Q4	$570K	Sell	7,700 -75	-1%	-$5.19K	0.6%	57
2016 Q3	$498K	Buy	7,775 +1,000	+15%	+$64.2K	0.57%	60
2016 Q2	$412K	Buy	6,775 +125	+2%	+$7.92K	0.49%	66
2016 Q1	$408K	Sell	6,650 -350	-5%	-$20.4K	0.52%	65
2015 Q4	$487K	Hold	7,000	–	–	0.61%	55
2015 Q3	$519K	Hold	7,000	–	–	0.66%	56
2015 Q2	$544K	Hold	7,000	–	–	0.55%	63
2015 Q1	$547K	Hold	7,000	–	–	0.56%	62
2014 Q4	$651K	Hold	7,000	–	–	0.65%	58
2014 Q3	$613K	Buy	+7,000	New	+$630K	0.62%	63

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

Sippican Capital Advisors's AXP Position: Q1 2026 in Review

Sippican Capital Advisors held its American Express (AXP) position steady in Q1 2026 at 2,014 shares worth $609K. The position accounts for 0.42% of the portfolio, ranked #71.

Sippican Capital Advisors first reported a position in AXP in Q3 2014 and has held it in 47 quarters since. The position peaked at $873K in Q4 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sippican Capital Advisors held 2,014 shares of American Express worth $609K as of Q1 2026.
Sippican Capital Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.42% of Sippican Capital Advisors's portfolio in Q1 2026, its #71 holding.
Sippican Capital Advisors first reported a position in American Express in Q3 2014 and has held it in 47 quarters since.
Sippican Capital Advisors's American Express position peaked at $873K in Q4 2023.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.