Westover Capital Advisors’s American Express AXP Stock Holding History

Westover Capital 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	$417K	Sell	1,380 -20	-1%	-$6.71K	0.08%	164
2025 Q4	$518K	Hold	1,400	–	–	0.09%	147
2025 Q3	$465K	Sell	1,400 -82	-6%	-$26.1K	0.09%	150
2025 Q2	$473K	Hold	1,482	–	–	0.09%	151
2025 Q1	$399K	Buy	1,482 +62	+4%	+$18.3K	0.09%	161
2024 Q4	$421K	Sell	1,420 -20	-1%	-$5.75K	0.09%	161
2024 Q3	$391K	Hold	1,440	–	–	0.08%	174
2024 Q2	$333K	Sell	1,440 -20	-1%	-$4.63K	0.09%	166
2024 Q1	$332K	Hold	1,460	–	–	0.1%	140
2023 Q4	$274K	Hold	1,460	–	–	0.09%	147
2023 Q3	$218K	Hold	1,460	–	–	0.08%	167
2023 Q2	$254K	Hold	1,460	–	–	0.09%	154
2023 Q1	$241K	Hold	1,460	–	–	0.09%	146
2022 Q4	$216K	Sell	1,460 -50	-3%	-$7.41K	0.09%	143
2022 Q3	$204K	Buy	+1,510	New	+$229K	0.08%	150
2020 Q2	–	Sell	-14,904	Closed	-$1.28M	–	110
2020 Q1	$1.28M	Sell	14,904 -2,025	-12%	-$236K	0.69%	44
2019 Q4	$2.11M	Sell	16,929 -2,197	-11%	-$263K	0.94%	39
2019 Q3	$2.26M	Sell	19,126 -1,714	-8%	-$210K	1.07%	35
2019 Q2	$2.57M	Sell	20,840 -359	-2%	-$42.2K	1.27%	30
2019 Q1	$2.32M	Sell	21,199 -1,466	-6%	-$154K	1.2%	33
2018 Q4	$2.16M	Buy	+22,665	New	+$2.37M	1.35%	29

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

Westover Capital Advisors's AXP Position: Q1 2026 in Review

Westover Capital Advisors reduced its American Express (AXP) stake by 1.4% in Q1 2026, selling an estimated $6.71K and leaving 1,380 shares worth $417K. The position accounts for 0.08% of the portfolio, ranked #164.

Westover Capital Advisors first reported a position in AXP in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.57M in Q2 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Westover Capital Advisors held 1,380 shares of American Express worth $417K as of Q1 2026.
Westover Capital Advisors sold 20 American Express shares in Q1 2026, an estimated $6.71K.
American Express made up 0.08% of Westover Capital Advisors's portfolio in Q1 2026, its #164 holding.
Westover Capital Advisors first reported a position in American Express in Q4 2018 and has held it in 21 quarters since.
Westover Capital Advisors's American Express position peaked at $2.57M in Q2 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.