WestEnd Advisors’s American Express AXP Stock Holding History

WestEnd 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	$5.45K	Hold	18	–	–	﹤0.01%	97
2025 Q4	$6.66K	Buy	18 +5	+38%	+$1.79K	﹤0.01%	94
2025 Q3	$4.32K	Buy	13 +1	+8%	+$318	﹤0.01%	105
2025 Q2	$3.83K	Sell	12 -4	-25%	-$1.13K	﹤0.01%	114
2025 Q1	$4.3K	Buy	16 +10	+167%	+$2.96K	﹤0.01%	107
2024 Q4	$1.78K	Buy	6 +2	+50%	+$575	﹤0.01%	107
2024 Q3	$1.08K	Buy	4 +1	+33%	+$249	﹤0.01%	117
2024 Q2	$695	Buy	3 +1	+50%	+$232	﹤0.01%	138
2024 Q1	$455	Buy	+2	New	+$415	﹤0.01%	155
2022 Q4	–	Sell	-1,546	Closed	-$209K	–	313
2022 Q3	$209K	Sell	1,546 -249,442	-99%	-$37.8M	0.01%	45
2022 Q2	$34.8M	Buy	+250,988	New	+$41.5M	1.1%	30
2022 Q1	–	Sell	-273,667	Closed	-$49.4M	–	23
2021 Q4	$44.8M	Buy	+273,667	New	+$46.7M	1.22%	25
2021 Q3	–	Hold	0	–	–	–	20
2021 Q2	–	Sell	-314,972	Closed	-$49.3M	–	24
2021 Q1	$44.5M	Sell	314,972 -20,497	-6%	-$2.71M	1.79%	18
2020 Q4	$40.6M	Sell	335,469 -13,159	-4%	-$1.46M	2.05%	18
2020 Q3	$34.9M	Buy	+348,628	New	+$34.3M	2.06%	26
2013 Q4	–	Sell	-2,000	Closed	-$151K	–	35
2013 Q3	$151K	Buy	+2,000	New	+$150K	﹤0.01%	31

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

WestEnd Advisors's AXP Position: Q1 2026 in Review

WestEnd Advisors held its American Express (AXP) position steady in Q1 2026 at 18 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

WestEnd Advisors first reported a position in AXP in Q3 2013 and has held it in 16 quarters since. The position peaked at $44.8M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

WestEnd Advisors held 18 shares of American Express worth $5.45K as of Q1 2026.
WestEnd Advisors left its American Express share count unchanged in Q1 2026.
American Express made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #97 holding.
WestEnd Advisors first reported a position in American Express in Q3 2013 and has held it in 16 quarters since.
WestEnd Advisors's American Express position peaked at $44.8M in Q4 2021.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.