Wittenberg Investment Management’s American Express AXP Stock Holding History

Wittenberg Investment 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	$575K	Hold	1,900	–	–	0.21%	46
2025 Q4	$703K	Hold	1,900	–	–	0.27%	44
2025 Q3	$631K	Hold	1,900	–	–	0.25%	42
2025 Q2	$606K	Hold	1,900	–	–	0.26%	42
2025 Q1	$511K	Sell	1,900 -510	-21%	-$151K	0.23%	45
2024 Q4	$715K	Hold	2,410	–	–	0.28%	44
2024 Q3	$654K	Hold	2,410	–	–	0.21%	50
2024 Q2	$558K	Hold	2,410	–	–	0.19%	55
2024 Q1	$549K	Hold	2,410	–	–	0.19%	59
2023 Q4	$451K	Hold	2,410	–	–	0.16%	62
2023 Q3	$360K	Hold	2,410	–	–	0.13%	64
2023 Q2	$420K	Hold	2,410	–	–	0.15%	61
2023 Q1	$398K	Hold	2,410	–	–	0.15%	64
2022 Q4	$356K	Hold	2,410	–	–	0.15%	64
2022 Q3	$325K	Hold	2,410	–	–	0.14%	65
2022 Q2	$334K	Hold	2,410	–	–	0.14%	66
2022 Q1	$451K	Sell	2,410 -400	-14%	-$72.2K	0.17%	55
2021 Q4	$460K	Sell	2,810 -400	-12%	-$68.2K	0.17%	59
2021 Q3	$538K	Hold	3,210	–	–	0.21%	52
2021 Q2	$530K	Hold	3,210	–	–	0.21%	46
2021 Q1	$454K	Hold	3,210	–	–	0.21%	44
2020 Q4	$388K	Hold	3,210	–	–	0.19%	48
2020 Q3	$322K	Sell	3,210 -600	-16%	-$59K	0.17%	54
2020 Q2	$363K	Hold	3,810	–	–	0.2%	49
2020 Q1	$326K	Hold	3,810	–	–	0.18%	53
2019 Q4	$474K	Buy	3,810 +1,500	+65%	+$179K	0.18%	55
2019 Q3	$273K	Sell	2,310 -200	-8%	-$24.5K	0.12%	64
2019 Q2	$310K	Sell	2,510 -1,350	-35%	-$159K	0.13%	62
2019 Q1	$422K	Hold	3,860	–	–	0.18%	58
2018 Q4	$368K	Hold	3,860	–	–	0.17%	60
2018 Q3	$411K	Hold	3,860	–	–	0.17%	57
2018 Q2	$378K	Hold	3,860	–	–	0.16%	62
2018 Q1	$360K	Hold	3,860	–	–	0.15%	60
2017 Q4	$383K	Hold	3,860	–	–	0.17%	55
2017 Q3	$349K	Hold	3,860	–	–	0.15%	58
2017 Q2	$325K	Hold	3,860	–	–	0.15%	57
2017 Q1	$305K	Sell	3,860 -7,000	-64%	-$547K	0.15%	61
2016 Q4	$805K	Buy	+10,860	New	+$752K	0.37%	41

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

Wittenberg Investment Management's AXP Position: Q1 2026 in Review

Wittenberg Investment Management held its American Express (AXP) position steady in Q1 2026 at 1,900 shares worth $575K. The position accounts for 0.21% of the portfolio, ranked #46.

Wittenberg Investment Management first reported a position in AXP in Q4 2016 and has held it in 38 quarters since. The position peaked at $805K in Q4 2016. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Wittenberg Investment Management held 1,900 shares of American Express worth $575K as of Q1 2026.
Wittenberg Investment Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.21% of Wittenberg Investment Management's portfolio in Q1 2026, its #46 holding.
Wittenberg Investment Management first reported a position in American Express in Q4 2016 and has held it in 38 quarters since.
Wittenberg Investment Management's American Express position peaked at $805K in Q4 2016.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.