Tortoise Investment Management’s American Express AXP Stock Holding History

Tortoise 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	$397K	Buy	1,313 +39	+3%	+$13.1K	0.03%	179
2025 Q4	$471K	Sell	1,274 -136	-10%	-$48.7K	0.04%	164
2025 Q3	$468K	Buy	1,410 +1	+0.1%	+$318	0.04%	156
2025 Q2	$449K	Buy	1,409 +395	+39%	+$111K	0.04%	150
2025 Q1	$273K	Sell	1,014 -263	-21%	-$77.7K	0.03%	177
2024 Q4	$379K	Buy	1,277 +15	+1%	+$4.31K	0.04%	166
2024 Q3	$342K	Buy	1,262 +113	+10%	+$28.1K	0.04%	176
2024 Q2	$266K	Hold	1,149	–	–	0.03%	188
2024 Q1	$262K	Sell	1,149 -25	-2%	-$5.18K	0.03%	190
2023 Q4	$220K	Sell	1,174 -125	-10%	-$20.1K	0.03%	196
2023 Q3	$194K	Hold	1,299	–	–	0.03%	195
2023 Q2	$226K	Hold	1,299	–	–	0.03%	185
2023 Q1	$214K	Hold	1,299	–	–	0.03%	186
2022 Q4	$192K	Sell	1,299 -56	-4%	-$8.3K	0.03%	188
2022 Q3	$183K	Hold	1,355	–	–	0.04%	188
2022 Q2	$188K	Sell	1,355 -50	-4%	-$8.26K	0.04%	177
2022 Q1	$263K	Hold	1,405	–	–	0.05%	154
2021 Q4	$230K	Sell	1,405 -30	-2%	-$5.12K	0.04%	156
2021 Q3	$240K	Buy	1,435 +30	+2%	+$5.02K	0.05%	143
2021 Q2	$232K	Buy	1,405 +247	+21%	+$38.7K	0.05%	142
2021 Q1	$164K	Hold	1,158	–	–	0.04%	162
2020 Q4	$140K	Buy	1,158 +250	+28%	+$27.7K	0.03%	168
2020 Q3	$91K	Hold	908	–	–	0.02%	183
2020 Q2	$86K	Sell	908 -317	-26%	-$29.2K	0.02%	187
2020 Q1	$105K	Sell	1,225 -150	-11%	-$17.5K	0.03%	169
2019 Q4	$171K	Buy	1,375 +150	+12%	+$17.9K	0.04%	151
2019 Q3	$145K	Hold	1,225	–	–	0.04%	159
2019 Q2	$151K	Buy	1,225 +908	+286%	+$107K	0.04%	155
2019 Q1	$35K	Hold	317	–	–	0.01%	273
2018 Q4	$30K	Hold	317	–	–	0.01%	279
2018 Q3	$34K	Hold	317	–	–	0.01%	273
2018 Q2	$31K	Hold	317	–	–	0.01%	286
2018 Q1	$30K	Hold	317	–	–	0.01%	289
2017 Q4	$31K	Hold	317	–	–	0.01%	284
2017 Q3	$29K	Hold	317	–	–	0.01%	272
2017 Q2	$27K	Hold	317	–	–	0.01%	264
2017 Q1	$25K	Hold	317	–	–	0.01%	253
2016 Q4	$23K	Buy	317 +150	+90%	+$10.4K	0.01%	259
2016 Q3	$11K	Hold	167	–	–	﹤0.01%	299
2016 Q2	$10K	Sell	167 -59	-26%	-$3.74K	﹤0.01%	309
2016 Q1	$14K	Hold	226	–	–	0.01%	262
2015 Q4	$16K	Hold	226	–	–	0.01%	273
2015 Q3	$17K	Hold	226	–	–	0.01%	263
2015 Q2	$18K	Hold	226	–	–	0.01%	277
2015 Q1	$18K	Sell	226 -28	-11%	-$2.33K	0.01%	266
2014 Q4	$24K	Buy	254 +87	+52%	+$7.8K	0.01%	265
2014 Q3	$15K	Sell	167 -50	-23%	-$4.5K	0.01%	273
2014 Q2	$21K	Buy	217 +50	+30%	+$4.51K	0.01%	269
2014 Q1	$15K	Hold	167	–	–	0.01%	245
2013 Q4	$15K	Hold	167	–	–	0.01%	230
2013 Q3	$13K	Hold	167	–	–	0.01%	223
2013 Q2	$12K	Buy	+167	New	+$11.9K	0.01%	216

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

Tortoise Investment Management's AXP Position: Q1 2026 in Review

Tortoise Investment Management increased its American Express (AXP) stake by 3.1% in Q1 2026, buying an estimated $13.1K and bringing the position to 1,313 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #179.

Tortoise Investment Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $471K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Tortoise Investment Management held 1,313 shares of American Express worth $397K as of Q1 2026.
Tortoise Investment Management bought 39 American Express shares in Q1 2026, an estimated $13.1K.
American Express made up 0.03% of Tortoise Investment Management's portfolio in Q1 2026, its #179 holding.
Tortoise Investment Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Tortoise Investment Management's American Express position peaked at $471K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.