Willis Investment Counsel’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 | $17.3M | Buy |
57,236
+556
| +1% | +$186K | 0.95% | 48 |
|
|
2025
Q4 | $21M | Buy |
56,680
+2,863
| +5% | +$1.02M | 1.08% | 38 |
|
|
2025
Q3 | $17.9M | Sell |
53,817
-471
| -0.9% | -$150K | 0.98% | 46 |
|
|
2025
Q2 | $17.3M | Buy |
54,288
+594
| +1% | +$167K | 1.01% | 45 |
|
|
2025
Q1 | $14.4M | Sell |
53,694
-289
| -0.5% | -$85.4K | 0.97% | 46 |
|
|
2024
Q4 | $16M | Buy |
53,983
+1,361
| +3% | +$391K | 1.05% | 42 |
|
|
2024
Q3 | $14.3M | Sell |
52,622
-14,861
| -22% | -$3.7M | 0.93% | 47 |
|
|
2024
Q2 | $15.6M | Buy |
67,483
+67
| +0.1% | +$15.5K | 1.08% | 41 |
|
|
2024
Q1 | $15.3M | Buy |
67,416
+475
| +0.7% | +$98.5K | 1.06% | 40 |
|
|
2023
Q4 | $12.5M | Sell |
66,941
-457
| -0.7% | -$73.6K | 0.88% | 48 |
|
|
2023
Q3 | $10.1M | Sell |
67,398
-22,825
| -25% | -$3.73M | 0.76% | 55 |
|
|
2023
Q2 | $15.7M | Sell |
90,223
-19,043
| -17% | -$3.07M | 1.03% | 38 |
|
|
2023
Q1 | $18M | Sell |
109,266
-17,750
| -14% | -$2.94M | 1.18% | 34 |
|
|
2022
Q4 | $18.8M | Buy |
127,016
+121
| +0.1% | +$17.9K | 1.2% | 34 |
|
|
2022
Q3 | $17.1M | Sell |
126,895
-366
| -0.3% | -$55.4K | 1.24% | 30 |
|
|
2022
Q2 | $17.6M | Buy |
127,261
+1,079
| +0.9% | +$178K | 1.08% | 38 |
|
|
2022
Q1 | $23.6M | Sell |
126,182
-1,491
| -1% | -$269K | 1.25% | 32 |
|
|
2021
Q4 | $20.9M | Sell |
127,673
-7,981
| -6% | -$1.36M | 1.1% | 39 |
|
|
2021
Q3 | $22.7M | Buy |
135,654
+20,119
| +17% | +$3.36M | 1.3% | 30 |
|
|
2021
Q2 | $19.1M | Buy |
115,535
+18,665
| +19% | +$2.92M | 1.13% | 36 |
|
|
2021
Q1 | $13.7M | Buy |
96,870
+323
| +0.3% | +$42.7K | 0.83% | 45 |
|
|
2020
Q4 | $11.7M | Buy |
96,547
+12,487
| +15% | +$1.38M | 0.8% | 45 |
|
|
2020
Q3 | $8.43M | Buy |
84,060
+207
| +0.2% | +$20.4K | 0.76% | 50 |
|
|
2020
Q2 | $7.98M | Buy |
83,853
+1,292
| +2% | +$119K | 0.62% | 59 |
|
|
2020
Q1 | $7.07M | Buy |
82,561
+5,788
| +8% | +$673K | 0.59% | 58 |
|
|
2019
Q4 | $9.56M | Buy |
76,773
+333
| +0.4% | +$39.8K | 0.62% | 54 |
|
|
2019
Q3 | $9.04M | Buy |
76,440
+890
| +1% | +$109K | 0.61% | 58 |
|
|
2019
Q2 | $9.33M | Buy |
75,550
+1,875
| +3% | +$220K | 0.63% | 58 |
|
|
2019
Q1 | $8.05M | Hold |
73,675
| – | – | 0.55% | 65 |
|
|
2018
Q4 | $7.02M | Buy |
73,675
+975
| +1% | +$102K | 0.52% | 71 |
|
|
2018
Q3 | $7.74M | Sell |
72,700
-288
| -0.4% | -$30K | 0.53% | 75 |
|
|
2018
Q2 | $7.15M | Buy |
72,988
+228
| +0.3% | +$22.4K | 0.53% | 80 |
|
|
2018
Q1 | $6.79M | Buy |
72,760
+495
| +0.7% | +$47.9K | 0.52% | 76 |
|
|
2017
Q4 | $7.18M | Sell |
72,265
-25,990
| -26% | -$2.48M | 0.5% | 80 |
|
|
2017
Q3 | $8.89M | Sell |
98,255
-120
| -0.1% | -$10.3K | 0.64% | 69 |
|
|
2017
Q2 | $8.29M | Buy |
98,375
+15
| +0% | +$1.19K | 0.63% | 72 |
|
|
2017
Q1 | $7.78M | Buy |
98,360
+2,580
| +3% | +$202K | 0.58% | 68 |
|
|
2016
Q4 | $7.09M | Buy |
95,780
+31,610
| +49% | +$2.19M | 0.53% | 75 |
|
|
2016
Q3 | $4.11M | Buy |
64,170
+570
| +0.9% | +$36.6K | 0.33% | 96 |
|
|
2016
Q2 | $3.86M | Buy |
63,600
+31,900
| +101% | +$2.02M | 0.33% | 94 |
|
|
2016
Q1 | $1.95M | Buy |
31,700
+450
| +1% | +$26.2K | 0.17% | 105 |
|
|
2015
Q4 | $2.17M | Buy |
31,250
+35
| +0.1% | +$2.55K | 0.2% | 107 |
|
|
2015
Q3 | $2.31M | Buy |
31,215
+2,620
| +9% | +$202K | 0.23% | 105 |
|
|
2015
Q2 | $2.22M | Buy |
+28,595
| New | +$2.27M | 0.21% | 108 |
|
Other funds holding AXP
VCM
VPM
Willis Investment Counsel's AXP Position: Q1 2026 in Review
Willis Investment Counsel increased its American Express (AXP) stake by 0.98% in Q1 2026, buying an estimated $186K and bringing the position to 57,236 shares worth $17.3M. The position accounts for 0.95% of the portfolio, ranked #48.
Willis Investment Counsel first reported a position in AXP in Q2 2015 and has held it in 44 quarters since. The position peaked at $23.6M in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Willis Investment Counsel held 57,236 shares of American Express worth $17.3M as of Q1 2026.
- Willis Investment Counsel bought 556 American Express shares in Q1 2026, an estimated $186K.
- American Express made up 0.95% of Willis Investment Counsel's portfolio in Q1 2026, its #48 holding.
- Willis Investment Counsel first reported a position in American Express in Q2 2015 and has held it in 44 quarters since.
- Willis Investment Counsel's American Express position peaked at $23.6M in Q1 2022.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Willis Investment Counsel's 13F filing for Q1 2026, filed 5 May 2026.