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Washington Trust Advisors’s American Express AXP Stock Holding History

Washington Trust 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 		$1.75M Sell
5,785
-105
-2% -$35.2K 0.14% 88
2025
Q4 		$2.18M Sell
5,890
-27
-0.5% -$9.66K 0.17% 77
2025
Q3 		$1.97M Buy
5,917
+60
+1% +$19.1K 0.15% 79
2025
Q2 		$1.87M Sell
5,857
-100
-2% -$28.1K 0.15% 78
2025
Q1 		$1.6M Sell
5,957
-254
-4% -$75.1K 0.14% 76
2024
Q4 		$1.84M Buy
6,211
+29
+0.5% +$8.33K 0.15% 75
2024
Q3 		$1.68M Hold
6,182
– – 0.14% 76
2024
Q2 		$1.43M Sell
6,182
-236
-4% -$54.7K 0.13% 78
2024
Q1 		$1.46M Sell
6,418
-215
-3% -$44.6K 0.13% 77
2023
Q4 		$1.24M Sell
6,633
-123
-2% -$19.8K 0.12% 82
2023
Q3 		$1.01M Buy
6,756
+565
+9% +$92.4K 0.1% 88
2023
Q2 		$1.08M Sell
6,191
-2,376
-28% -$383K 0.1% 90
2023
Q1 		$1.41M Sell
8,567
-275
-3% -$45.6K 0.14% 77
2022
Q4 		$1.31M Sell
8,842
-1,129
-11% -$167K 0.14% 81
2022
Q3 		$1.34M Sell
9,971
-582
-6% -$88.1K 0.13% 93
2022
Q2 		$1.46M Sell
10,553
-5,995
-36% -$990K 0.13% 91
2022
Q1 		$3.1M Sell
16,548
-730
-4% -$132K 0.22% 77
2021
Q4 		$2.83M Buy
+17,278
New +$2.95M 0.19% 82

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Washington Trust Advisors's AXP Position: Q1 2026 in Review

Washington Trust Advisors reduced its American Express (AXP) stake by 1.8% in Q1 2026, selling an estimated $35.2K and leaving 5,785 shares worth $1.75M. The position accounts for 0.14% of the portfolio, ranked #88.

Washington Trust Advisors first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.1M in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Washington Trust Advisors held 5,785 shares of American Express worth $1.75M as of Q1 2026.
  • Washington Trust Advisors sold 105 American Express shares in Q1 2026, an estimated $35.2K.
  • American Express made up 0.14% of Washington Trust Advisors's portfolio in Q1 2026, its #88 holding.
  • Washington Trust Advisors first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's American Express position peaked at $3.1M in Q1 2022.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.