Tradewinds LLC’s American Express AXP Stock Holding History

Tradewinds LLC’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	–	Sell	-1,048	Closed	-$388K	–	165
2025 Q4	$388K	Buy	1,048 +41	+4%	+$14.7K	0.09%	131
2025 Q3	$334K	Buy	+1,007	New	+$320K	0.08%	150

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

Tradewinds LLC's AXP Position: Q1 2026 in Review

Tradewinds LLC sold out of American Express (AXP) in Q1 2026, closing a stake of 1,048 shares — an estimated $388K sold.

Tradewinds LLC first reported a position in AXP in Q3 2025 and held it in 2 quarters. The position peaked at $388K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Tradewinds LLC reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Tradewinds LLC sold 1,048 American Express shares in Q1 2026, an estimated $388K.
Tradewinds LLC first reported a position in American Express in Q3 2025 and held it in 2 quarters.
Tradewinds LLC's American Express position peaked at $388K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.