WestHill Financial Advisors’s American Express AXP Stock Holding History

WestHill Financial 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	–	Sell	-565	Closed	-$209K	–	78
2025 Q4	$209K	Buy	+565	New	+$202K	0.04%	78
2025 Q1	–	Sell	-723	Closed	-$215K	–	74
2024 Q4	$215K	Buy	+723	New	+$208K	0.05%	70

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

WestHill Financial Advisors's AXP Position: Q1 2026 in Review

WestHill Financial Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 565 shares — an estimated $209K sold.

WestHill Financial Advisors first reported a position in AXP in Q4 2024 and held it in 2 quarters. The position peaked at $215K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

WestHill Financial Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
WestHill Financial Advisors sold 565 American Express shares in Q1 2026, an estimated $209K.
WestHill Financial Advisors first reported a position in American Express in Q4 2024 and held it in 2 quarters.
WestHill Financial Advisors's American Express position peaked at $215K in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on WestHill Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.