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Summit Trail Advisors’s American Express AXP Stock Holding History

Summit Trail 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 		$9.29M Buy
30,729
+9,666
+46% +$3.24M 0.13% 89
2025
Q4 		$7.79M Sell
21,063
-2,982
-12% -$1.07M 0.13% 93
2025
Q3 		$7.99M Sell
24,045
-627
-3% -$199K 0.11% 98
2025
Q2 		$7.87M Buy
+24,672
New +$6.94M 0.14% 89
2024
Q4 		– Sell
-11,906
Closed -$3.23M – 431
2024
Q3 		$3.23M Buy
11,906
+1,036
+10% +$258K 0.08% 115
2024
Q2 		$2.52M Sell
10,870
-171
-2% -$39.6K 0.07% 123
2024
Q1 		$2.51M Buy
11,041
+3,295
+43% +$683K 0.07% 110
2023
Q4 		$1.45M Buy
7,746
+414
+6% +$66.6K 0.05% 129
2023
Q3 		$1.09M Sell
7,332
-378
-5% -$61.8K 0.04% 147
2023
Q2 		$1.34M Buy
7,710
+1,809
+31% +$292K 0.05% 133
2023
Q1 		$973K Buy
5,901
+761
+15% +$126K 0.04% 130
2022
Q4 		$759K Buy
5,140
+795
+18% +$118K 0.03% 137
2022
Q3 		$586K Buy
4,345
+70
+2% +$10.6K 0.03% 154
2022
Q2 		$595K Buy
4,275
+1,877
+78% +$310K 0.04% 163
2022
Q1 		$448K Buy
+2,398
New +$433K 0.04% 190
2019
Q1 		– Sell
-7,574
Closed -$722K – 96
2018
Q4 		$722K Sell
7,574
-1,866
-20% -$195K 0.26% 44
2018
Q3 		$1M Buy
+9,440
New +$982K 0.22% 57
2018
Q2 		– Sell
-3,843
Closed -$347K – 499
2018
Q1 		$347K Buy
3,843
+741
+24% +$71.8K 0.06% 247
2017
Q4 		$308K Buy
+3,102
New +$295K 0.04% 313

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Summit Trail Advisors's AXP Position: Q1 2026 in Review

Summit Trail Advisors increased its American Express (AXP) stake by 46% in Q1 2026, buying an estimated $3.24M and bringing the position to 30,729 shares worth $9.29M. The position accounts for 0.13% of the portfolio, ranked #89.

Summit Trail Advisors first reported a position in AXP in Q4 2017 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Summit Trail Advisors held 30,729 shares of American Express worth $9.29M as of Q1 2026.
  • Summit Trail Advisors bought 9,666 American Express shares in Q1 2026, an estimated $3.24M.
  • American Express made up 0.13% of Summit Trail Advisors's portfolio in Q1 2026, its #89 holding.
  • Summit Trail Advisors first reported a position in American Express in Q4 2017 and has held it in 19 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.