South Street Advisors’s American Express AXP Stock Holding History

South 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	$284K	Hold	938	–	–	0.04%	71
2025 Q4	$347K	Buy	938 +54	+6%	+$19.3K	0.05%	65
2025 Q3	$294K	Buy	+884	New	+$281K	0.04%	69
2015 Q4	–	Sell	-11,000	Closed	-$815K	–	59
2015 Q3	$815K	Hold	11,000	–	–	0.28%	39
2015 Q2	$854K	Hold	11,000	–	–	0.27%	42
2015 Q1	$859	Hold	11,000	–	–	0.25%	42
2014 Q4	$1.02M	Hold	11,000	–	–	0.34%	39
2014 Q3	$962K	Sell	11,000 -100,240	-90%	-$9.02M	0.35%	40
2014 Q2	$10.6K	Buy	111,240 +4,410	+4%	+$398K	2.99%	6
2014 Q1	$9.62M	Buy	106,830 +12,720	+14%	+$1.14M	3.82%	6
2013 Q4	$8.54M	Buy	94,110 +6,480	+7%	+$532K	3.57%	9
2013 Q3	$6.62M	Buy	87,630 +1,730	+2%	+$130K	3.17%	13
2013 Q2	$6.42M	Buy	+85,900	New	+$6.11M	3.37%	14

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

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

South Street Advisors held its American Express (AXP) position steady in Q1 2026 at 938 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #71.

South Street Advisors first reported a position in AXP in Q2 2013 and has held it in 13 quarters since. The position peaked at $9.62M in Q1 2014. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

South Street Advisors held 938 shares of American Express worth $284K as of Q1 2026.
South Street Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.04% of South Street Advisors's portfolio in Q1 2026, its #71 holding.
South Street Advisors first reported a position in American Express in Q2 2013 and has held it in 13 quarters since.
South Street Advisors's American Express position peaked at $9.62M in Q1 2014.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on South Street Advisors's 13F filing for Q1 2026, filed 13 May 2026.