Tower Bridge Advisors’s American Express AXP Stock Holding History

Tower Bridge 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	$5.25M	Buy	17,349 +565	+3%	+$189K	0.51%	60
2025 Q4	$6.21M	Buy	16,784 +730	+5%	+$261K	0.63%	48
2025 Q3	$5.33M	Sell	16,054 -655	-4%	-$208K	0.53%	51
2025 Q2	$5.33M	Buy	16,709 +3,810	+30%	+$1.07M	0.57%	51
2025 Q1	$3.47M	Buy	12,899 +447	+4%	+$132K	0.39%	71
2024 Q4	$3.7M	Sell	12,452 -1,175	-9%	-$338K	0.39%	67
2024 Q3	$3.7M	Hold	13,627	–	–	0.38%	71
2024 Q2	$3.16M	Hold	13,627	–	–	0.35%	74
2024 Q1	$3.1M	Sell	13,627 -1,450	-10%	-$301K	0.32%	76
2023 Q4	$2.82M	Sell	15,077 -50	-0.3%	-$8.05K	0.24%	93
2023 Q3	$2.26M	Hold	15,127	–	–	0.21%	98
2023 Q2	$2.64M	Sell	15,127 -1,050	-6%	-$169K	0.24%	89
2023 Q1	$2.67M	Hold	16,177	–	–	0.22%	99
2022 Q4	$2.39M	Hold	16,177	–	–	0.2%	104
2022 Q3	$2.18M	Sell	16,177 -150	-0.9%	-$22.7K	0.19%	103
2022 Q2	$2.26M	Buy	16,327 +150	+0.9%	+$24.8K	0.18%	103
2022 Q1	$3.03M	Buy	16,177 +225	+1%	+$40.6K	0.2%	102
2021 Q4	$2.61M	Buy	15,952 +76	+0.5%	+$13K	0.16%	115
2021 Q3	$2.66M	Hold	15,876	–	–	0.18%	113
2021 Q2	$2.62M	Sell	15,876 -20	-0.1%	-$3.13K	0.17%	111
2021 Q1	$2.25M	Buy	15,896 +2,218	+16%	+$293K	0.17%	116
2020 Q4	$1.65M	Buy	13,678 +500	+4%	+$55.4K	0.13%	117
2020 Q3	$1.32M	Hold	13,178	–	–	0.14%	105
2020 Q2	$1.25M	Hold	13,178	–	–	0.14%	104
2020 Q1	$1.13M	Buy	13,178 +6,515	+98%	+$758K	0.15%	109
2019 Q4	$829K	Sell	6,663 -6,415	-49%	-$767K	0.09%	127
2019 Q3	$1.59M	Buy	13,078 +428	+3%	+$52.5K	0.17%	103
2019 Q2	$1.56M	Hold	12,650	–	–	0.17%	105
2019 Q1	$1.38M	Hold	12,650	–	–	0.16%	107
2018 Q4	$1.21M	Sell	12,650 -450	-3%	-$47.1K	0.16%	106
2018 Q3	$1.4M	Hold	13,100	–	–	0.15%	111
2018 Q2	$1.28M	Hold	13,100	–	–	0.14%	112
2018 Q1	$1.22M	Hold	13,100	–	–	0.14%	113
2017 Q4	$1.3M	Sell	13,100 -200	-2%	-$19K	0.14%	108
2017 Q3	$1.2M	Hold	13,300	–	–	0.14%	110
2017 Q2	$1.12M	Sell	13,300 -50	-0.4%	-$3.96K	0.13%	109
2017 Q1	$1.06M	Sell	13,350 -2,613	-16%	-$204K	0.12%	111
2016 Q4	$1.18M	Sell	15,963 -100	-0.6%	-$6.92K	0.14%	109
2016 Q3	$1.03M	Sell	16,063 -291	-2%	-$18.7K	0.13%	115
2016 Q2	$994K	Sell	16,354 -1,200	-7%	-$76K	0.12%	114
2016 Q1	$1.08M	Hold	17,554	–	–	0.13%	107
2015 Q4	$1.22M	Hold	17,554	–	–	0.16%	101
2015 Q3	$1.3M	Hold	17,554	–	–	0.18%	100
2015 Q2	$1.36M	Hold	17,554	–	–	0.17%	101
2015 Q1	$1.37M	Sell	17,554 -159	-0.9%	-$13.2K	0.17%	100
2014 Q4	$1.65M	Buy	17,713 +898	+5%	+$80.5K	0.2%	97
2014 Q3	$1.47M	Sell	16,815 -100	-0.6%	-$9K	0.19%	97
2014 Q2	$1.6M	Sell	16,915 -487	-3%	-$43.9K	0.2%	92
2014 Q1	$1.57M	Sell	17,402 -100	-0.6%	-$8.93K	0.2%	93
2013 Q4	$1.59M	Hold	17,502	–	–	0.21%	89
2013 Q3	$1.32M	Hold	17,502	–	–	0.19%	96
2013 Q2	$1.31M	Buy	+17,502	New	+$1.25M	0.19%	97

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

Tower Bridge Advisors's AXP Position: Q1 2026 in Review

Tower Bridge Advisors increased its American Express (AXP) stake by 3.4% in Q1 2026, buying an estimated $189K and bringing the position to 17,349 shares worth $5.25M. The position accounts for 0.51% of the portfolio, ranked #60.

Tower Bridge Advisors first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.21M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Tower Bridge Advisors held 17,349 shares of American Express worth $5.25M as of Q1 2026.
Tower Bridge Advisors bought 565 American Express shares in Q1 2026, an estimated $189K.
American Express made up 0.51% of Tower Bridge Advisors's portfolio in Q1 2026, its #60 holding.
Tower Bridge Advisors first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Tower Bridge Advisors's American Express position peaked at $6.21M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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