Wimmer Associates 1’s American Express AXP Stock Holding History

Wimmer Associates 1’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	$454K	Hold	1,500	–	–	0.22%	76
2025 Q4	$555K	Hold	1,500	–	–	0.26%	70
2025 Q3	$498K	Hold	1,500	–	–	0.24%	75
2025 Q2	$478K	Hold	1,500	–	–	0.24%	76
2025 Q1	$453K	Hold	1,500	–	–	0.24%	78
2024 Q4	$445K	Hold	1,500	–	–	0.22%	77
2024 Q3	$407K	Hold	1,500	–	–	0.2%	83
2024 Q2	$347K	Hold	1,500	–	–	0.18%	89
2024 Q1	$342K	Hold	1,500	–	–	0.18%	91
2023 Q4	$281K	Hold	1,500	–	–	0.16%	96
2023 Q3	$224K	Hold	1,500	–	–	0.14%	103
2023 Q2	$261K	Hold	1,500	–	–	0.16%	101
2023 Q1	$225K	Hold	1,500	–	–	0.14%	104
2022 Q4	$222K	Hold	1,500	–	–	0.15%	105
2022 Q3	$223K	Hold	1,500	–	–	0.15%	108
2022 Q2	$208K	Sell	1,500 -30	-2%	-$4.96K	0.14%	108
2022 Q1	$286K	Hold	1,530	–	–	0.16%	100
2021 Q4	$250K	Sell	1,530 -10	-0.6%	-$1.71K	0.13%	109
2021 Q3	$258K	Hold	1,540	–	–	0.15%	107
2021 Q2	$254K	Hold	1,540	–	–	0.15%	106
2021 Q1	$218K	Buy	+1,540	New	+$203K	0.12%	112

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

Wimmer Associates 1's AXP Position: Q1 2026 in Review

Wimmer Associates 1 held its American Express (AXP) position steady in Q1 2026 at 1,500 shares worth $454K. The position accounts for 0.22% of the portfolio, ranked #76.

Wimmer Associates 1 first reported a position in AXP in Q1 2021 and has held it in 21 quarters since. The position peaked at $555K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Wimmer Associates 1 held 1,500 shares of American Express worth $454K as of Q1 2026.
Wimmer Associates 1 left its American Express share count unchanged in Q1 2026.
American Express made up 0.22% of Wimmer Associates 1's portfolio in Q1 2026, its #76 holding.
Wimmer Associates 1 first reported a position in American Express in Q1 2021 and has held it in 21 quarters since.
Wimmer Associates 1's American Express position peaked at $555K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.