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Advisor OS’s American Express AXP Stock Holding History

Advisor OS’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 		$1.02M Sell
3,388
-1,881
-36% -$631K 0.07% 181
2025
Q4 		$1.95M Sell
5,269
-575
-10% -$206K 0.16% 98
2025
Q3 		$1.94M Sell
5,844
-539
-8% -$171K 0.17% 86
2025
Q2 		$2.04M Buy
6,383
+575
+10% +$162K 0.2% 72
2025
Q1 		$1.56M Buy
5,808
+485
+9% +$143K 0.18% 80
2024
Q4 		$1.58M Buy
5,323
+2,094
+65% +$602K 0.18% 83
2024
Q3 		$876K Buy
3,229
+213
+7% +$53K 0.09% 173
2024
Q2 		$698K Buy
3,016
+343
+13% +$79.4K 0.08% 204
2024
Q1 		$609K Buy
2,673
+193
+8% +$40K 0.07% 213
2023
Q4 		$465K Buy
2,480
+338
+16% +$54.4K 0.06% 218
2023
Q3 		$320K Sell
2,142
-47
-2% -$7.69K 0.05% 224
2023
Q2 		$381K Buy
2,189
+676
+45% +$109K 0.06% 217
2023
Q1 		$250K Sell
1,513
-250
-14% -$41.5K 0.06% 212
2022
Q4 		$260K Buy
+1,763
New +$261K 0.07% 188
2022
Q2 		– Sell
-1,314
Closed -$246K – 201
2022
Q1 		$246K Sell
1,314
-761
-37% -$137K 0.07% 187
2021
Q4 		$339K Sell
2,075
-201
-9% -$34.3K 0.07% 201
2021
Q3 		$381K Sell
2,276
-79
-3% -$13.2K 0.08% 179
2021
Q2 		$389K Buy
+2,355
New +$369K 0.08% 164

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

Advisor OS's AXP Position: Q1 2026 in Review

Advisor OS reduced its American Express (AXP) stake by 36% in Q1 2026, selling an estimated $631K and leaving 3,388 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #181.

Advisor OS first reported a position in AXP in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Advisor OS held 3,388 shares of American Express worth $1.02M as of Q1 2026.
  • Advisor OS sold 1,881 American Express shares in Q1 2026, an estimated $631K.
  • American Express made up 0.07% of Advisor OS's portfolio in Q1 2026, its #181 holding.
  • Advisor OS first reported a position in American Express in Q2 2021 and has held it in 18 quarters since.
  • Advisor OS's American Express position peaked at $2.04M in Q2 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.