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Whalerock Point Partners’s American Express AXP Stock Holding History

Whalerock Point Partners’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
-564
Closed -$209K – 198
2025
Q4 		$209K Buy
+564
New +$202K 0.04% 190
2018
Q2 		– Sell
-3,605
Closed -$336K – 126
2018
Q1 		$336K Sell
3,605
-1,500
-29% -$145K 0.11% 142
2017
Q4 		$507K Buy
5,105
+350
+7% +$33.3K 0.16% 102
2017
Q3 		$430K Hold
4,755
– – 0.15% 94
2017
Q2 		$400K Buy
4,755
+42
+0.9% +$3.32K 0.15% 103
2017
Q1 		$373K Hold
4,713
– – 0.14% 100
2016
Q4 		$349K Sell
4,713
-2,075
-31% -$144K 0.14% 97
2016
Q3 		$434K Buy
+6,788
New +$436K 0.18% 89
2016
Q1 		$308K Sell
5,030
-2,855
-36% -$166K 0.13% 109
2015
Q4 		$548K Sell
7,885
-150
-2% -$10.9K 0.24% 76
2015
Q3 		$595K Buy
8,035
+80
+1% +$6.16K 0.26% 78
2015
Q2 		$618K Buy
7,955
+1,060
+15% +$84.1K 0.26% 74
2015
Q1 		$538K Hold
6,895
– – 0.22% 85
2014
Q4 		$641K Buy
6,895
+890
+15% +$79.8K 0.27% 62
2014
Q3 		$525K Hold
6,005
– – 0.24% 78
2014
Q2 		$569K Buy
6,005
+150
+3% +$13.5K 0.27% 73
2014
Q1 		$527K Buy
5,855
+333
+6% +$29.7K 0.27% 73
2013
Q4 		$501K Buy
+5,522
New +$454K 0.26% 69

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Whalerock Point Partners's AXP Position: Q1 2026 in Review

Whalerock Point Partners sold out of American Express (AXP) in Q1 2026, closing a stake of 564 shares — an estimated $209K sold.

Whalerock Point Partners first reported a position in AXP in Q4 2013 and held it in 18 quarters. The position peaked at $641K in Q4 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Whalerock Point Partners reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Whalerock Point Partners sold 564 American Express shares in Q1 2026, an estimated $209K.
  • Whalerock Point Partners first reported a position in American Express in Q4 2013 and held it in 18 quarters.
  • Whalerock Point Partners's American Express position peaked at $641K in Q4 2014.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.