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William Allan Corp’s American Express AXP Stock Holding History

William Allan Corp’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 		$1.53M Buy
5,057
+113
+2% +$37.9K 0.91% 33
2025
Q4 		$1.83M Sell
4,944
-212
-4% -$75.9K 1.04% 32
2025
Q3 		$1.71M Sell
5,156
-176
-3% -$56K 0.96% 34
2025
Q2 		$1.7M Hold
5,332
– – 0.99% 34
2025
Q1 		$1.43M Sell
5,332
-9,192
-63% -$2.72M 0.9% 35
2024
Q4 		$4.31M Sell
14,524
-39
-0.3% -$11.2K 2.65% 16
2024
Q3 		$3.95M Sell
14,563
-141
-1% -$35.1K 2.45% 16
2024
Q2 		$3.4M Sell
14,704
-97
-0.7% -$22.5K 2.28% 19
2024
Q1 		$3.37M Buy
14,801
+4
+0% +$829 2.24% 21
2023
Q4 		$2.77M Sell
14,797
-827
-5% -$133K 1.99% 22
2023
Q3 		$2.33M Sell
15,624
-192
-1% -$31.4K 1.85% 24
2023
Q2 		$2.76M Buy
15,816
+230
+1% +$37.1K 2.11% 21
2023
Q1 		$2.57M Buy
15,586
+97
+0.6% +$16.1K 2.04% 23
2022
Q4 		$2.29M Buy
15,489
+47
+0.3% +$6.96K 1.93% 24
2022
Q3 		$2.08M Buy
15,442
+1,251
+9% +$189K 1.92% 25
2022
Q2 		$1.97M Buy
14,191
+3,764
+36% +$622K 1.75% 25
2022
Q1 		$1.95M Sell
10,427
-19
-0.2% -$3.43K 1.47% 30
2021
Q4 		$1.71M Buy
+10,446
New +$1.78M 1.22% 31

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

William Allan Corp's AXP Position: Q1 2026 in Review

William Allan Corp increased its American Express (AXP) stake by 2.3% in Q1 2026, buying an estimated $37.9K and bringing the position to 5,057 shares worth $1.53M. The position accounts for 0.91% of the portfolio, ranked #33.

William Allan Corp first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.31M in Q4 2024. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • William Allan Corp held 5,057 shares of American Express worth $1.53M as of Q1 2026.
  • William Allan Corp bought 113 American Express shares in Q1 2026, an estimated $37.9K.
  • American Express made up 0.91% of William Allan Corp's portfolio in Q1 2026, its #33 holding.
  • William Allan Corp first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • William Allan Corp's American Express position peaked at $4.31M in Q4 2024.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on William Allan Corp's 13F filing for Q1 2026, filed 14 May 2026.