SRH Advisors’s American Express AXP Stock Holding History

SRH 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	$60.5K	Hold	200	–	–	0.02%	128
2025 Q4	$74K	Hold	200	–	–	0.02%	114
2025 Q3	$66.4K	Hold	200	–	–	0.02%	117
2025 Q2	$63.8K	Hold	200	–	–	0.02%	113
2025 Q1	$53.8K	Hold	200	–	–	0.02%	124
2024 Q4	$59.4K	Hold	200	–	–	0.02%	117
2024 Q3	$54.2K	Hold	200	–	–	0.02%	123
2024 Q2	$46.3K	Hold	200	–	–	0.02%	121
2024 Q1	$45.5K	Hold	200	–	–	0.01%	132
2023 Q4	$37.5K	Hold	200	–	–	0.01%	139
2023 Q3	$29.8K	Hold	200	–	–	0.01%	142
2023 Q2	$33K	Hold	200	–	–	0.02%	135
2023 Q1	$33K	Hold	200	–	–	0.02%	135
2022 Q4	$30K	Hold	200	–	–	0.02%	140
2022 Q3	$27K	Sell	200 -300	-60%	-$45.4K	0.04%	148
2022 Q2	$69K	Hold	500	–	–	0.09%	102
2022 Q1	$94K	Hold	500	–	–	0.1%	95
2021 Q4	$82K	Hold	500	–	–	0.09%	101
2021 Q3	$84K	Hold	500	–	–	0.1%	93
2021 Q2	$83K	Hold	500	–	–	0.1%	91
2021 Q1	$71K	Hold	500	–	–	0.1%	88
2020 Q4	$60K	Hold	500	–	–	0.1%	95
2020 Q3	$50K	Buy	500 +300	+150%	+$29.5K	0.1%	100
2020 Q2	$19K	Hold	200	–	–	0.05%	125
2020 Q1	$17K	Hold	200	–	–	0.05%	118
2019 Q4	$25K	Hold	200	–	–	0.08%	111
2019 Q3	$24K	Hold	200	–	–	0.08%	109
2019 Q2	$25K	Hold	200	–	–	0.09%	112
2019 Q1	$22K	Hold	200	–	–	0.08%	111
2018 Q4	$19K	Hold	200	–	–	0.07%	117
2018 Q3	$21K	Hold	200	–	–	0.07%	133
2018 Q2	$20K	Hold	200	–	–	0.08%	128
2018 Q1	$19K	Hold	200	–	–	0.08%	114
2017 Q4	$20K	Hold	200	–	–	0.08%	107
2017 Q3	$18K	Hold	200	–	–	0.08%	108
2017 Q2	$17K	Hold	200	–	–	0.08%	90
2017 Q1	$16K	Hold	200	–	–	0.07%	90
2016 Q4	$15K	Hold	200	–	–	0.07%	92
2016 Q3	$13K	Hold	200	–	–	0.07%	93
2016 Q2	$12K	Buy	200 +182	+1,011%	+$11.5K	0.06%	97
2016 Q1	$1K	Hold	18	–	–	0.01%	216
2015 Q4	$1K	Hold	18	–	–	0.01%	214
2015 Q3	$1K	Hold	18	–	–	0.01%	220
2015 Q2	$1K	Hold	18	–	–	0.01%	223
2015 Q1	$1K	Hold	18	–	–	0.01%	213
2014 Q4	$2K	Hold	18	–	–	0.01%	157
2014 Q3	$2K	Buy	+18	New	+$1.62K	0.02%	145

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

SRH Advisors's AXP Position: Q1 2026 in Review

SRH Advisors held its American Express (AXP) position steady in Q1 2026 at 200 shares worth $60.5K. The position accounts for 0.02% of the portfolio, ranked #128.

SRH Advisors first reported a position in AXP in Q3 2014 and has held it in 47 quarters since. The position peaked at $94K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

SRH Advisors held 200 shares of American Express worth $60.5K as of Q1 2026.
SRH Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.02% of SRH Advisors's portfolio in Q1 2026, its #128 holding.
SRH Advisors first reported a position in American Express in Q3 2014 and has held it in 47 quarters since.
SRH Advisors's American Express position peaked at $94K in Q1 2022.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.