Winch Advisory Services’s American Express AXP Stock Holding History

Winch Advisory Services’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	$3.16K	Hold	10	–	–	﹤0.01%	398
2025 Q4	$3.86K	Hold	10	–	–	﹤0.01%	382
2025 Q3	$3.46K	Hold	10	–	–	﹤0.01%	387
2025 Q2	$3.31K	Hold	10	–	–	﹤0.01%	372
2025 Q1	$2.78K	Hold	10	–	–	﹤0.01%	386
2024 Q4	$3.06K	Sell	10 -10	-50%	-$2.87K	﹤0.01%	409
2024 Q3	$5.51K	Hold	20	–	–	﹤0.01%	306
2024 Q2	$4.69K	Hold	20	–	–	﹤0.01%	320
2024 Q1	$4.61K	Sell	20 -46	-70%	-$9.54K	﹤0.01%	319
2023 Q4	$12.4K	Sell	66 -33	-33%	-$5.31K	﹤0.01%	241
2023 Q3	$15K	Hold	99	–	–	0.01%	217
2023 Q2	$17K	Hold	99	–	–	0.01%	205
2023 Q1	$16K	Buy	99 +1	+1%	+$166	0.01%	208
2022 Q4	$15K	Hold	98	–	–	0.01%	209
2022 Q3	$13K	Hold	98	–	–	0.01%	202
2022 Q2	$14K	Buy	98 +23	+31%	+$3.8K	0.01%	204
2022 Q1	$14K	Sell	75 -24	-24%	-$4.33K	﹤0.01%	224
2021 Q4	$16K	Buy	99 +1	+1%	+$171	0.01%	229
2021 Q3	$16K	Hold	98	–	–	0.01%	230
2021 Q2	$16K	Hold	98	–	–	0.01%	227
2021 Q1	$14K	Hold	98	–	–	0.01%	223
2020 Q4	$12K	Buy	98 +52	+113%	+$5.76K	0.01%	208
2020 Q3	$5K	Hold	46	–	–	﹤0.01%	258
2020 Q2	$4K	Buy	+46	New	+$4.24K	﹤0.01%	269
2019 Q3	–	Sell	-23	Closed	-$3K	–	357
2019 Q2	$3K	Buy	+23	New	+$2.7K	﹤0.01%	303
2015 Q2	–	Sell	-18	Closed	-$1K	–	285
2015 Q1	$1K	Buy	+18	New	+$1.5K	﹤0.01%	292
2014 Q2	–	Sell	-5,300	Closed	-$477K	–	266
2014 Q1	$477K	Buy	+5,300	New	+$473K	0.3%	73

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

Winch Advisory Services's AXP Position: Q1 2026 in Review

Winch Advisory Services held its American Express (AXP) position steady in Q1 2026 at 10 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Winch Advisory Services first reported a position in AXP in Q1 2014 and has held it in 27 quarters since. The position peaked at $477K in Q1 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Winch Advisory Services held 10 shares of American Express worth $3.16K as of Q1 2026.
Winch Advisory Services left its American Express share count unchanged in Q1 2026.
American Express made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #398 holding.
Winch Advisory Services first reported a position in American Express in Q1 2014 and has held it in 27 quarters since.
Winch Advisory Services's American Express position peaked at $477K in Q1 2014.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.