Summit Asset Management’s American Express AXP Stock Holding History

Summit Asset 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	$383K	Hold	1,265	–	–	0.05%	125
2025 Q4	$468K	Sell	1,265 -85	-6%	-$30.4K	0.07%	111
2025 Q3	$448K	Hold	1,350	–	–	0.07%	110
2025 Q2	$431K	Buy	1,350 +35	+3%	+$9.85K	0.07%	112
2025 Q1	$354K	Hold	1,315	–	–	0.06%	127
2024 Q4	$390K	Hold	1,315	–	–	0.07%	118
2024 Q3	$357K	Hold	1,315	–	–	0.07%	121
2024 Q2	$304K	Hold	1,315	–	–	0.06%	125
2024 Q1	$299K	Hold	1,315	–	–	0.06%	128
2023 Q4	$246K	Buy	+1,315	New	+$212K	0.06%	137
2023 Q3	–	Sell	-1,315	Closed	-$229K	–	151
2023 Q2	$229K	Hold	1,315	–	–	0.06%	143
2023 Q1	$217K	Buy	+1,315	New	+$218K	0.06%	144
2022 Q2	–	Sell	-1,315	Closed	-$246K	–	155
2022 Q1	$246K	Hold	1,315	–	–	0.07%	146
2021 Q4	$215K	Buy	1,315 +45	+4%	+$7.67K	0.06%	149
2021 Q3	$213K	Hold	1,270	–	–	0.07%	143
2021 Q2	$210K	Buy	+1,270	New	+$199K	0.07%	141

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

Summit Asset Management's AXP Position: Q1 2026 in Review

Summit Asset Management held its American Express (AXP) position steady in Q1 2026 at 1,265 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #125.

Summit Asset Management first reported a position in AXP in Q2 2021 and has held it in 16 quarters since. The position peaked at $468K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Summit Asset Management held 1,265 shares of American Express worth $383K as of Q1 2026.
Summit Asset Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.05% of Summit Asset Management's portfolio in Q1 2026, its #125 holding.
Summit Asset Management first reported a position in American Express in Q2 2021 and has held it in 16 quarters since.
Summit Asset Management's American Express position peaked at $468K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.