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Addison Advisors’s American Express AXP Stock Holding History

Addison 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 		$176K Buy
582
+24
+4% +$8.05K 0.04% 238
2025
Q4 		$206K Sell
558
-11
-2% -$3.94K 0.05% 216
2025
Q3 		$189K Buy
569
+9
+2% +$2.86K 0.04% 228
2025
Q2 		$179K Sell
560
-39
-7% -$11K 0.04% 233
2025
Q1 		$161K Buy
599
+29
+5% +$8.57K 0.04% 238
2024
Q4 		$169K Sell
570
-52
-8% -$14.9K 0.05% 228
2024
Q3 		$169K Sell
622
-79
-11% -$19.7K 0.05% 241
2024
Q2 		$162K Buy
701
+205
+41% +$47.5K 0.05% 230
2024
Q1 		$113K Buy
496
+66
+15% +$13.7K 0.04% 275
2023
Q4 		$80.6K Buy
430
+174
+68% +$28K 0.03% 295
2023
Q3 		$38.2K Sell
256
-13
-5% -$2.13K 0.02% 358
2023
Q2 		$46.9K Buy
269
+30
+13% +$4.84K 0.02% 322
2023
Q1 		$39.4K Buy
239
+74
+45% +$12.3K 0.02% 327
2022
Q4 		$24.4K Sell
165
-35
-18% -$5.19K 0.01% 353
2022
Q3 		$27K Buy
200
+141
+239% +$21.3K 0.02% 323
2022
Q2 		$8K Sell
59
-171
-74% -$28.2K ﹤0.01% 457
2022
Q1 		$43K Buy
230
+173
+304% +$31.2K 0.02% 302
2021
Q4 		$9K Buy
57
+49
+613% +$8.36K 0.01% 409
2021
Q3 		$1K Buy
+8
New +$1.34K ﹤0.01% 397

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Addison Advisors's AXP Position: Q1 2026 in Review

Addison Advisors increased its American Express (AXP) stake by 4.3% in Q1 2026, buying an estimated $8.05K and bringing the position to 582 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #238.

Addison Advisors first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. The position peaked at $206K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Addison Advisors held 582 shares of American Express worth $176K as of Q1 2026.
  • Addison Advisors bought 24 American Express shares in Q1 2026, an estimated $8.05K.
  • American Express made up 0.04% of Addison Advisors's portfolio in Q1 2026, its #238 holding.
  • Addison Advisors first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
  • Addison Advisors's American Express position peaked at $206K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.