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AXP icon

TOBAM’s American Express AXP Stock Holding History

TOBAM’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 		$1.36M Buy
4,512
+937
+26% +$314K 0.36% 71
2025
Q4 		$1.32M Buy
3,575
+3,214
+890% +$1.15M 0.32% 80
2025
Q3 		$120K Sell
361
-301
-45% -$95.7K 0.04% 116
2025
Q2 		$211K Sell
662
-301
-31% -$84.7K 0.08% 111
2025
Q1 		$259K Sell
963
-873
-48% -$258K 0.11% 111
2024
Q4 		$545K Sell
1,836
-633
-26% -$182K 0.17% 98
2024
Q3 		$670K Buy
2,469
+729
+42% +$182K 0.12% 107
2024
Q2 		$403K Sell
1,740
-742
-30% -$172K 0.06% 124
2024
Q1 		$565K Sell
2,482
-844
-25% -$175K 0.05% 135
2023
Q4 		$623K Buy
3,326
+101
+3% +$16.3K 0.05% 117
2023
Q3 		$481K Buy
3,225
+261
+9% +$42.7K 0.04% 140
2023
Q2 		$516K Buy
2,964
+534
+22% +$86.2K 0.04% 142
2023
Q1 		$401K Hold
2,430
– – 0.03% 156
2022
Q4 		$359K Sell
2,430
-151
-6% -$22.4K 0.02% 165
2022
Q3 		$348K Sell
2,581
-204
-7% -$30.9K 0.02% 173
2022
Q2 		$386K Buy
2,785
+1,152
+71% +$190K 0.02% 187
2022
Q1 		$305K Buy
1,633
+491
+43% +$88.7K 0.02% 204
2021
Q4 		$187K Buy
1,142
+300
+36% +$51.2K 0.01% 202
2021
Q3 		$141K Buy
842
+374
+80% +$62.5K 0.01% 220
2021
Q2 		$77K Hold
468
– – ﹤0.01% 290
2021
Q1 		$66K Hold
468
– – ﹤0.01% 300
2020
Q4 		$57K Buy
+468
New +$51.8K ﹤0.01% 302
2017
Q1 		– Sell
-29,554
Closed -$2.19M – 126
2016
Q4 		$2.19M Buy
29,554
+4,019
+16% +$278K 0.09% 99
2016
Q3 		$1.64M Sell
25,535
-12,223
-32% -$785K 0.06% 103
2016
Q2 		$2.29M Buy
37,758
+15,324
+68% +$971K 0.09% 93
2016
Q1 		$1.38M Buy
+22,434
New +$1.31M 0.05% 106

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

TOBAM's AXP Position: Q1 2026 in Review

TOBAM increased its American Express (AXP) stake by 26% in Q1 2026, buying an estimated $314K and bringing the position to 4,512 shares worth $1.36M. The position accounts for 0.36% of the portfolio, ranked #71.

TOBAM first reported a position in AXP in Q1 2016 and has held it in 26 quarters since. The position peaked at $2.29M in Q2 2016. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • TOBAM held 4,512 shares of American Express worth $1.36M as of Q1 2026.
  • TOBAM bought 937 American Express shares in Q1 2026, an estimated $314K.
  • American Express made up 0.36% of TOBAM's portfolio in Q1 2026, its #71 holding.
  • TOBAM first reported a position in American Express in Q1 2016 and has held it in 26 quarters since.
  • TOBAM's American Express position peaked at $2.29M in Q2 2016.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.