Westend Capital Management’s American Express AXP Stock Holding History

Westend Capital 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	$10.8M	Buy	35,568 +989	+3%	+$332K	3.23%	16
2025 Q4	$12.8M	Buy	34,579 +332	+1%	+$119K	3.58%	14
2025 Q3	$11.4M	Buy	34,247 +542	+2%	+$172K	3.31%	16
2025 Q2	$10.8M	Buy	33,705 +982	+3%	+$276K	3.31%	16
2025 Q1	$8.8M	Buy	32,723 +733	+2%	+$217K	3.35%	16
2024 Q4	$9.49M	Buy	31,990 +243	+0.8%	+$69.8K	2.82%	19
2024 Q3	$8.61M	Buy	31,747 +480	+2%	+$120K	2.95%	16
2024 Q2	$7.31M	Buy	31,267 +9,118	+41%	+$2.11M	2.57%	16
2024 Q1	$5.04M	Buy	+22,149	New	+$4.59M	1.96%	22
2015 Q2	–	Sell	-775	Closed	-$61K	–	80
2015 Q1	$61K	Sell	775 -16,870	-96%	-$1.4M	0.07%	69
2014 Q4	$1.64M	Buy	17,645 +6,725	+62%	+$603K	1.89%	23
2014 Q3	$902K	Buy	+10,920	New	+$983K	0.98%	35

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 Capital Management's AXP Position: Q1 2026 in Review

Westend Capital Management increased its American Express (AXP) stake by 2.9% in Q1 2026, buying an estimated $332K and bringing the position to 35,568 shares worth $10.8M. The position accounts for 3.23% of the portfolio, ranked #16.

Westend Capital Management first reported a position in AXP in Q3 2014 and has held it in 12 quarters since. The position peaked at $12.8M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Westend Capital Management held 35,568 shares of American Express worth $10.8M as of Q1 2026.
Westend Capital Management bought 989 American Express shares in Q1 2026, an estimated $332K.
American Express made up 3.23% of Westend Capital Management's portfolio in Q1 2026, its #16 holding.
Westend Capital Management first reported a position in American Express in Q3 2014 and has held it in 12 quarters since.
Westend Capital Management's American Express position peaked at $12.8M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.