Westbourne Investment Advisors’s American Express AXP Stock Holding History

Westbourne Investment 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	$730K	Hold	2,413	–	–	0.21%	69
2025 Q4	$893K	Hold	2,413	–	–	0.25%	58
2025 Q3	$802K	Sell	2,413 -20	-0.8%	-$6.36K	0.22%	62
2025 Q2	$776K	Hold	2,433	–	–	0.24%	64
2025 Q1	$655K	Buy	2,433 +35	+1%	+$10.3K	0.23%	57
2024 Q4	$712K	Hold	2,398	–	–	0.24%	55
2024 Q3	$650K	Hold	2,398	–	–	0.23%	60
2024 Q2	$555K	Hold	2,398	–	–	0.2%	61
2024 Q1	$546K	Hold	2,398	–	–	0.2%	64
2023 Q4	$449K	Hold	2,398	–	–	0.18%	68
2023 Q3	$358K	Hold	2,398	–	–	0.16%	72
2023 Q2	$418K	Buy	2,398 +45	+2%	+$7.26K	0.19%	72
2023 Q1	$388K	Sell	2,353 -35	-1%	-$5.81K	0.19%	73
2022 Q4	$353K	Hold	2,388	–	–	0.18%	73
2022 Q3	$322K	Buy	+2,388	New	+$361K	0.17%	74
2022 Q2	–	Sell	-2,338	Closed	-$437K	–	85
2022 Q1	$437K	Sell	2,338 -70	-3%	-$12.6K	0.18%	72
2021 Q4	$394K	Hold	2,408	–	–	0.15%	74
2021 Q3	$403K	Sell	2,408 -550	-19%	-$92K	0.18%	64
2021 Q2	$489K	Sell	2,958 -165	-5%	-$25.8K	0.22%	59
2021 Q1	$442K	Sell	3,123 -125	-4%	-$16.5K	0.22%	59
2020 Q4	$393K	Buy	3,248 +25	+0.8%	+$2.77K	0.23%	57
2020 Q3	$323K	Buy	3,223 +550	+21%	+$54.1K	0.37%	36
2020 Q2	$254K	Buy	2,673 +150	+6%	+$13.8K	0.31%	42
2020 Q1	$216K	Sell	2,523 -335	-12%	-$39K	0.2%	76
2019 Q4	$356K	Sell	2,858 -27	-0.9%	-$3.23K	0.24%	77
2019 Q3	$341K	Buy	2,885 +900	+45%	+$110K	0.25%	77
2019 Q2	$245K	Hold	1,985	–	–	0.2%	82
2019 Q1	$217K	Buy	+1,985	New	+$209K	0.17%	94
2018 Q4	–	Sell	-2,050	Closed	-$218K	–	95
2018 Q3	$218K	Hold	2,050	–	–	0.16%	94
2018 Q2	$201K	Sell	2,050 -700	-25%	-$68.8K	0.17%	88
2018 Q1	$257K	Sell	2,750 -200	-7%	-$19.4K	0.21%	92
2017 Q4	$293K	Sell	2,950 -600	-17%	-$57.1K	0.22%	90
2017 Q3	$321K	Sell	3,550 -1,900	-35%	-$163K	0.25%	80
2017 Q2	$459K	Sell	5,450 -895	-14%	-$70.8K	0.37%	70
2017 Q1	$502K	Sell	6,345 -2,865	-31%	-$224K	0.41%	64
2016 Q4	$682K	Sell	9,210 -5,825	-39%	-$403K	0.6%	53
2016 Q3	$963K	Sell	15,035 -2,075	-12%	-$133K	0.85%	43
2016 Q2	$1.04M	Sell	17,110 -3,980	-19%	-$252K	0.94%	35
2016 Q1	$1.29M	Sell	21,090 -1,340	-6%	-$78K	1.24%	24
2015 Q4	$1.56M	Sell	22,430 -2,865	-11%	-$208K	1.51%	21
2015 Q3	$1.88M	Sell	25,295 -2,130	-8%	-$164K	1.88%	18
2015 Q2	$2.13M	Buy	+27,425	New	+$2.18M	1.94%	11

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

Westbourne Investment Advisors's AXP Position: Q1 2026 in Review

Westbourne Investment Advisors held its American Express (AXP) position steady in Q1 2026 at 2,413 shares worth $730K. The position accounts for 0.21% of the portfolio, ranked #69.

Westbourne Investment Advisors first reported a position in AXP in Q2 2015 and has held it in 42 quarters since. The position peaked at $2.13M in Q2 2015. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Westbourne Investment Advisors held 2,413 shares of American Express worth $730K as of Q1 2026.
Westbourne Investment Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.21% of Westbourne Investment Advisors's portfolio in Q1 2026, its #69 holding.
Westbourne Investment Advisors first reported a position in American Express in Q2 2015 and has held it in 42 quarters since.
Westbourne Investment Advisors's American Express position peaked at $2.13M in Q2 2015.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.