Stone House Investment Management’s American Express AXP Stock Holding History

Stone House Investment Management’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	$13.1K	Sell	43 -3	-7%	-$1.01K	﹤0.01%	317
2025 Q4	$17.1K	Buy	46 +2	+5%	+$716	﹤0.01%	264
2025 Q3	$14.7K	Buy	44 +2	+5%	+$636	﹤0.01%	251
2025 Q2	$13.5K	Hold	42	–	–	﹤0.01%	240
2025 Q1	$11.4K	Buy	+42	New	+$12.4K	﹤0.01%	241
2024 Q4	–	Sell	-42	Closed	-$11.5K	–	73
2024 Q3	$11.5K	Hold	42	–	–	﹤0.01%	216
2024 Q2	$9.8K	Hold	42	–	–	﹤0.01%	224
2024 Q1	$9.63K	Hold	42	–	–	﹤0.01%	238
2023 Q4	$7.9K	Hold	42	–	–	﹤0.01%	173
2023 Q3	$6.27K	Hold	42	–	–	﹤0.01%	187
2023 Q2	$7.29K	Hold	42	–	–	﹤0.01%	181
2023 Q1	$6.88K	Buy	+42	New	+$6.97K	﹤0.01%	189

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

Stone House Investment Management's AXP Position: Q1 2026 in Review

Stone House Investment Management reduced its American Express (AXP) stake by 6.5% in Q1 2026, selling an estimated $1.01K and leaving 43 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Stone House Investment Management first reported a position in AXP in Q1 2023 and has held it in 12 quarters since. The position peaked at $17.1K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Stone House Investment Management held 43 shares of American Express worth $13.1K as of Q1 2026.
Stone House Investment Management sold 3 American Express shares in Q1 2026, an estimated $1.01K.
American Express made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #317 holding.
Stone House Investment Management first reported a position in American Express in Q1 2023 and has held it in 12 quarters since.
Stone House Investment Management's American Express position peaked at $17.1K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.