Winthrop Capital Management’s American Express AXP Stock Holding History

Winthrop Capital Management’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	$70K	Hold	230	–	–	0.02%	167
2025 Q4	$85K	Buy	+230	New	+$82.3K	0.02%	164
2025 Q3	–	Sell	-230	Closed	-$73K	–	340
2025 Q2	$73K	Buy	+230	New	+$64.7K	0.02%	165
2025 Q1	–	Sell	-230	Closed	-$68K	–	335
2024 Q4	$68K	Hold	230	–	–	0.02%	160
2024 Q3	$62K	Hold	230	–	–	0.03%	83
2024 Q2	$53K	Hold	230	–	–	0.03%	79
2024 Q1	$52K	Hold	230	–	–	0.02%	84
2023 Q4	$43.1K	Buy	+230	New	+$37K	0.01%	167

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 $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Winthrop Capital Management's AXP Position: Q1 2026 in Review

Winthrop Capital Management held its American Express (AXP) position steady in Q1 2026 at 230 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #167.

Winthrop Capital Management first reported a position in AXP in Q4 2023 and has held it in 8 quarters since. The position peaked at $85K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Winthrop Capital Management held 230 shares of American Express worth $70K as of Q1 2026.
Winthrop Capital Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.02% of Winthrop Capital Management's portfolio in Q1 2026, its #167 holding.
Winthrop Capital Management first reported a position in American Express in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's American Express position peaked at $85K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.