Wallington Asset Management’s American Express AXP Stock Holding History

Wallington Asset 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	–	Sell	-803	Closed	-$297K	–	64
2025 Q4	$297K	Hold	803	–	–	0.04%	61
2025 Q3	$267K	Sell	803 -19	-2%	-$6.04K	0.03%	64
2025 Q2	$262K	Buy	822 +19	+2%	+$5.35K	0.04%	65
2025 Q1	$216K	Hold	803	–	–	0.03%	91
2024 Q4	$238K	Sell	803 -26	-3%	-$7.47K	0.03%	88
2024 Q3	$225K	Buy	+829	New	+$206K	0.03%	92

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

Wallington Asset Management's AXP Position: Q1 2026 in Review

Wallington Asset Management sold out of American Express (AXP) in Q1 2026, closing a stake of 803 shares — an estimated $297K sold.

Wallington Asset Management first reported a position in AXP in Q3 2024 and held it in 6 quarters. The position peaked at $297K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Wallington Asset Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Wallington Asset Management sold 803 American Express shares in Q1 2026, an estimated $297K.
Wallington Asset Management first reported a position in American Express in Q3 2024 and held it in 6 quarters.
Wallington Asset Management's American Express position peaked at $297K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wallington Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.