Whittier Trust’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.2M | Buy |
66,201
+277
| +0.4% | +$92.9K | 0.23% | 89 |
|
|
2025
Q4 | $25.3M | Sell |
65,924
-1,963
| -3% | -$702K | 0.27% | 74 |
|
|
2025
Q3 | $22.4M | Sell |
67,887
-457
| -0.7% | -$145K | 0.26% | 78 |
|
|
2025
Q2 | $21.8M | Sell |
68,344
-374
| -0.5% | -$105K | 0.26% | 78 |
|
|
2025
Q1 | $18.5M | Buy |
68,718
+388
| +0.6% | +$115K | 0.26% | 81 |
|
|
2024
Q4 | $20.3M | Sell |
68,330
-539
| -0.8% | -$155K | 0.27% | 79 |
|
|
2024
Q3 | $18.7M | Sell |
68,869
-1,007
| -1% | -$251K | 0.25% | 86 |
|
|
2024
Q2 | $16.2M | Sell |
69,876
-2,085
| -3% | -$483K | 0.23% | 86 |
|
|
2024
Q1 | $16.4M | Sell |
71,961
-2,098
| -3% | -$435K | 0.24% | 87 |
|
|
2023
Q4 | $13.9M | Buy |
74,059
+649
| +0.9% | +$104K | 0.22% | 95 |
|
|
2023
Q3 | $11M | Sell |
73,410
-358
| -0.5% | -$58.6K | 0.19% | 110 |
|
|
2023
Q2 | $12.9M | Sell |
73,768
-2,003
| -3% | -$323K | 0.22% | 98 |
|
|
2023
Q1 | $12.5M | Buy |
75,771
+651
| +0.9% | +$108K | 0.23% | 103 |
|
|
2022
Q4 | $11.1M | Buy |
75,120
+99
| +0.1% | +$14.7K | 0.22% | 107 |
|
|
2022
Q3 | $10.1M | Buy |
75,021
+2,606
| +4% | +$394K | 0.21% | 112 |
|
|
2022
Q2 | $10M | Sell |
72,415
-1,836
| -2% | -$303K | 0.2% | 112 |
|
|
2022
Q1 | $13.9M | Sell |
74,251
-100
| -0.1% | -$18.1K | 0.23% | 102 |
|
|
2021
Q4 | $12.2M | Sell |
74,351
-931
| -1% | -$159K | 0.2% | 119 |
|
|
2021
Q3 | $12.6M | Sell |
75,282
-182
| -0.2% | -$30.4K | 0.23% | 104 |
|
|
2021
Q2 | $12.5M | Sell |
75,464
-822
| -1% | -$129K | 0.22% | 102 |
|
|
2021
Q1 | $10.8M | Sell |
76,286
-2,468
| -3% | -$326K | 0.21% | 110 |
|
|
2020
Q4 | $9.52M | Sell |
78,754
-741
| -0.9% | -$82.1K | 0.2% | 117 |
|
|
2020
Q3 | $7.97M | Sell |
79,495
-1,159
| -1% | -$114K | 0.19% | 119 |
|
|
2020
Q2 | $7.68M | Sell |
80,654
-2,707
| -3% | -$249K | 0.21% | 116 |
|
|
2020
Q1 | $7.14M | Sell |
83,361
-4,668
| -5% | -$543K | 0.23% | 105 |
|
|
2019
Q4 | $11M | Buy |
88,029
+1,380
| +2% | +$165K | 0.29% | 85 |
|
|
2019
Q3 | $10.2M | Buy |
86,649
+5,015
| +6% | +$615K | 0.29% | 89 |
|
|
2019
Q2 | $10.1M | Sell |
81,634
-221
| -0.3% | -$26K | 0.3% | 88 |
|
|
2019
Q1 | $8.95M | Sell |
81,855
-134
| -0.2% | -$14.1K | 0.27% | 94 |
|
|
2018
Q4 | $7.82M | Sell |
81,989
-373
| -0.5% | -$39K | 0.27% | 99 |
|
|
2018
Q3 | $8.77M | Sell |
82,362
-1,964
| -2% | -$204K | 0.27% | 105 |
|
|
2018
Q2 | $8.26M | Sell |
84,326
-501
| -0.6% | -$49.2K | 0.27% | 105 |
|
|
2018
Q1 | $7.91M | Buy |
84,827
+3,609
| +4% | +$350K | 0.27% | 107 |
|
|
2017
Q4 | $8.06M | Sell |
81,218
-793
| -1% | -$75.5K | 0.28% | 104 |
|
|
2017
Q3 | $7.42M | Buy |
82,011
+210
| +0.3% | +$18K | 0.27% | 108 |
|
|
2017
Q2 | $6.89M | Sell |
81,801
-450
| -0.5% | -$35.6K | 0.27% | 108 |
|
|
2017
Q1 | $6.51M | Buy |
82,251
+3,676
| +5% | +$287K | 0.26% | 107 |
|
|
2016
Q4 | $5.82M | Sell |
78,575
-3,501
| -4% | -$242K | 0.25% | 110 |
|
|
2016
Q3 | $5.26M | Sell |
82,076
-4,804
| -6% | -$309K | 0.23% | 122 |
|
|
2016
Q2 | $5.28M | Sell |
86,880
-6,933
| -7% | -$439K | 0.23% | 122 |
|
|
2016
Q1 | $5.76M | Sell |
93,813
-9,291
| -9% | -$540K | 0.25% | 114 |
|
|
2015
Q4 | $7.17M | Sell |
103,104
-38,315
| -27% | -$2.79M | 0.33% | 88 |
|
|
2015
Q3 | $10.5M | Sell |
141,419
-10,490
| -7% | -$807K | 0.51% | 56 |
|
|
2015
Q2 | $11.8M | Buy |
151,909
+7,587
| +5% | +$602K | 0.52% | 53 |
|
|
2015
Q1 | $11.3M | Buy |
144,322
+984
| +0.7% | +$81.8K | 0.52% | 55 |
|
|
2014
Q4 | $13.3M | Sell |
143,338
-4,708
| -3% | -$422K | 0.63% | 43 |
|
|
2014
Q3 | $13M | Sell |
148,046
-2,380
| -2% | -$214K | 0.63% | 44 |
|
|
2014
Q2 | $14.3M | Sell |
150,426
-6,779
| -4% | -$611K | 0.7% | 37 |
|
|
2014
Q1 | $14.2M | Sell |
157,205
-27,788
| -15% | -$2.48M | 0.73% | 39 |
|
|
2013
Q4 | $16.8M | Sell |
184,993
-422
| -0.2% | -$34.7K | 0.86% | 24 |
|
|
2013
Q3 | $14M | Sell |
185,415
-18,787
| -9% | -$1.41M | 0.76% | 32 |
|
|
2013
Q2 | $15.3M | Buy |
+204,202
| New | +$14.5M | 0.86% | 27 |
|
Other funds holding AXP
VCM
VPM
Whittier Trust's AXP Position: Q1 2026 in Review
Whittier Trust increased its American Express (AXP) stake by 0.42% in Q1 2026, buying an estimated $92.9K and bringing the position to 66,201 shares worth $20.2M. The position accounts for 0.23% of the portfolio, ranked #89.
Whittier Trust first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.3M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Whittier Trust held 66,201 shares of American Express worth $20.2M as of Q1 2026.
- Whittier Trust bought 277 American Express shares in Q1 2026, an estimated $92.9K.
- American Express made up 0.23% of Whittier Trust's portfolio in Q1 2026, its #89 holding.
- Whittier Trust first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Whittier Trust's American Express position peaked at $25.3M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.