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Well Done LLC’s American Express AXP Stock Holding History

Well Done 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 		$217K Sell
717
-65
-8% -$21.8K 0.03% 183
2025
Q4 		$289K Buy
+782
New +$280K 0.04% 156
2019
Q1 		– Sell
-309
Closed -$29K – 185
2018
Q4 		$29K Buy
+309
New +$32.3K 0.01% 307
2018
Q2 		– Sell
-159
Closed -$15K – 160
2018
Q1 		$15K Buy
+159
New +$15.4K ﹤0.01% 374

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

Well Done LLC's AXP Position: Q1 2026 in Review

Well Done LLC reduced its American Express (AXP) stake by 8.3% in Q1 2026, selling an estimated $21.8K and leaving 717 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #183.

Well Done LLC first reported a position in AXP in Q1 2018 and has held it in 4 quarters since. The position peaked at $289K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Well Done LLC held 717 shares of American Express worth $217K as of Q1 2026.
  • Well Done LLC sold 65 American Express shares in Q1 2026, an estimated $21.8K.
  • American Express made up 0.03% of Well Done LLC's portfolio in Q1 2026, its #183 holding.
  • Well Done LLC first reported a position in American Express in Q1 2018 and has held it in 4 quarters since.
  • Well Done LLC's American Express position peaked at $289K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Well Done LLC's 13F filing for Q1 2026, filed 14 Apr 2026.