Van Strum & Towne’s American Express AXP Stock Holding History

Van Strum & Towne’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	$3.02M	Hold	9,990	–	–	0.88%	32
2025 Q4	$3.7M	Hold	9,990	–	–	1.03%	32
2025 Q3	$3.32M	Hold	9,990	–	–	0.98%	31
2025 Q2	$3.19M	Hold	9,990	–	–	1.01%	32
2025 Q1	$2.69M	Buy	9,990 +1,750	+21%	+$517K	0.9%	33
2024 Q4	$2.45M	Buy	8,240 +1,100	+15%	+$316K	0.86%	33
2024 Q3	$1.94M	Hold	7,140	–	–	0.67%	36
2024 Q2	$1.65M	Hold	7,140	–	–	0.6%	37
2024 Q1	$1.63M	Hold	7,140	–	–	0.59%	36
2023 Q4	$1.34M	Hold	7,140	–	–	0.52%	39
2023 Q3	$1.07M	Hold	7,140	–	–	0.45%	41
2023 Q2	$1.24M	Hold	7,140	–	–	0.51%	41
2023 Q1	$1.18M	Hold	7,140	–	–	0.5%	42
2022 Q4	$1.05M	Sell	7,140 -25	-0.3%	-$3.7K	0.45%	43
2022 Q3	$966K	Hold	7,165	–	–	0.45%	45
2022 Q2	$993K	Hold	7,165	–	–	0.42%	44
2022 Q1	$1.34M	Buy	7,165 +100	+1%	+$18.1K	0.5%	43
2021 Q4	$1.16M	Hold	7,065	–	–	0.42%	45
2021 Q3	$1.18M	Sell	7,065 -25	-0.4%	-$4.18K	0.47%	44
2021 Q2	$1.17M	Hold	7,090	–	–	0.56%	39
2021 Q1	$1M	Sell	7,090 -1,100	-13%	-$145K	0.51%	39
2020 Q4	$990K	Buy	8,190 +6,090	+290%	+$674K	0.55%	36
2020 Q3	$211K	Buy	+2,100	New	+$207K	0.14%	79
2020 Q1	–	Sell	-2,224	Closed	-$277K	–	71
2019 Q4	$277K	Hold	2,224	–	–	0.17%	62
2019 Q3	$263K	Buy	+2,224	New	+$273K	0.17%	63
2017 Q2	–	Sell	-33,348	Closed	-$2.64M	–	78
2017 Q1	$2.64M	Sell	33,348 -1,230	-4%	-$96.2K	1.7%	27
2016 Q4	$2.56M	Sell	34,578 -200	-0.6%	-$13.8K	1.61%	27
2016 Q3	$2.23M	Buy	34,778 +200	+0.6%	+$12.8K	1.47%	31
2016 Q2	$2.1M	Sell	34,578 -485	-1%	-$30.7K	1.4%	31
2016 Q1	$2.15M	Hold	35,063	–	–	1.43%	30
2015 Q4	$2.44M	Buy	35,063 +150	+0.4%	+$10.9K	1.58%	28
2015 Q3	$2.59M	Hold	34,913	–	–	1.77%	28
2015 Q2	$2.71M	Hold	34,913	–	–	1.67%	29
2015 Q1	$2.73M	Buy	34,913 +975	+3%	+$81K	1.7%	30
2014 Q4	$3.16M	Buy	33,938 +1,910	+6%	+$171K	1.95%	24
2014 Q3	$2.8M	Buy	32,028 +640	+2%	+$57.6K	1.83%	24
2014 Q2	$2.98M	Sell	31,388 -2,275	-7%	-$205K	1.95%	24
2014 Q1	$3.03M	Hold	33,663	–	–	1.95%	24
2013 Q4	$3.05M	Sell	33,663 -100	-0.3%	-$8.21K	2.04%	25
2013 Q3	$2.55M	Buy	33,763 +50	+0.1%	+$3.76K	1.9%	27
2013 Q2	$2.52M	Buy	+33,713	New	+$2.4M	1.94%	26

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

Van Strum & Towne's AXP Position: Q1 2026 in Review

Van Strum & Towne held its American Express (AXP) position steady in Q1 2026 at 9,990 shares worth $3.02M. The position accounts for 0.88% of the portfolio, ranked #32.

Van Strum & Towne first reported a position in AXP in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Van Strum & Towne held 9,990 shares of American Express worth $3.02M as of Q1 2026.
Van Strum & Towne left its American Express share count unchanged in Q1 2026.
American Express made up 0.88% of Van Strum & Towne's portfolio in Q1 2026, its #32 holding.
Van Strum & Towne first reported a position in American Express in Q2 2013 and has held it in 41 quarters since.
Van Strum & Towne's American Express position peaked at $3.7M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.