Ackerman Capital Advisors’s American Express AXP Stock Holding History

Ackerman Capital Advisors’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	$278K	Hold	920	–	–	0.06%	94
2025 Q4	$340K	Hold	920	–	–	0.07%	88
2025 Q3	$306K	Hold	920	–	–	0.06%	87
2025 Q2	$293K	Sell	920 -26	-3%	-$7.32K	0.07%	87
2025 Q1	$255K	Hold	946	–	–	0.07%	89
2024 Q4	$281K	Hold	946	–	–	0.07%	85
2024 Q3	$257K	Hold	946	–	–	0.07%	85
2024 Q2	$219K	Hold	946	–	–	0.06%	94
2024 Q1	$215K	Buy	+946	New	+$196K	0.06%	94
2022 Q2	–	Sell	-1,101	Closed	-$206K	–	107
2022 Q1	$206K	Buy	+1,101	New	+$199K	0.05%	106
2021 Q2	–	Sell	-1,500	Closed	-$212K	–	122
2021 Q1	$212K	Buy	+1,500	New	+$198K	0.05%	119
2020 Q1	–	Sell	-3,000	Closed	-$373K	–	96
2019 Q4	$373K	Buy	3,000 +1,000	+50%	+$120K	0.11%	124
2019 Q3	$237K	Hold	2,000	–	–	0.08%	121
2019 Q2	$247K	Hold	2,000	–	–	1.21%	24
2019 Q1	$219K	Sell	2,000 -283,960	-99%	-$29.8M	1.17%	27
2018 Q4	$3K	Buy	+285,960	New	+$29.9M	0.23%	60

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

Ackerman Capital Advisors's AXP Position: Q1 2026 in Review

Ackerman Capital Advisors held its American Express (AXP) position steady in Q1 2026 at 920 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #94.

Ackerman Capital Advisors first reported a position in AXP in Q4 2018 and has held it in 16 quarters since. The position peaked at $373K in Q4 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Ackerman Capital Advisors held 920 shares of American Express worth $278K as of Q1 2026.
Ackerman Capital Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.06% of Ackerman Capital Advisors's portfolio in Q1 2026, its #94 holding.
Ackerman Capital Advisors first reported a position in American Express in Q4 2018 and has held it in 16 quarters since.
Ackerman Capital Advisors's American Express position peaked at $373K in Q4 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.