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Advisors Management Group’s American Express AXP Stock Holding History

Advisors Management Group’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 		$316K Sell
1,048
-167
-14% -$56K 0.06% 131
2025
Q4 		$449K Sell
1,215
-37
-3% -$13.2K 0.08% 106
2025
Q3 		$416K Sell
1,252
-17
-1% -$5.41K 0.07% 110
2025
Q2 		$405K Sell
1,269
-26
-2% -$7.32K 0.08% 110
2025
Q1 		$348K Sell
1,295
-3
-0.2% -$887 0.08% 116
2024
Q4 		$385K Sell
1,298
-22
-2% -$6.32K 0.09% 114
2024
Q3 		$358K Sell
1,320
-19
-1% -$4.73K 0.08% 118
2024
Q2 		$310K Sell
1,339
-21
-2% -$4.86K 0.08% 119
2024
Q1 		$310K Sell
1,360
-9
-0.7% -$1.87K 0.08% 123
2023
Q4 		$256K Hold
1,369
– – 0.07% 131
2023
Q3 		$204K Sell
1,369
-10
-0.7% -$1.64K 0.06% 135
2023
Q2 		$240K Sell
1,379
-659
-32% -$106K 0.07% 128
2023
Q1 		$336K Sell
2,038
-10
-0.5% -$1.66K 0.11% 103
2022
Q4 		$303K Buy
2,048
+42
+2% +$6.22K 0.11% 100
2022
Q3 		$271K Sell
2,006
-5
-0.2% -$757 0.11% 107
2022
Q2 		$279K Buy
+2,011
New +$332K 0.1% 107

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

Advisors Management Group's AXP Position: Q1 2026 in Review

Advisors Management Group reduced its American Express (AXP) stake by 14% in Q1 2026, selling an estimated $56K and leaving 1,048 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #131.

Advisors Management Group first reported a position in AXP in Q2 2022 and has held it in 16 quarters since. The position peaked at $449K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Advisors Management Group held 1,048 shares of American Express worth $316K as of Q1 2026.
  • Advisors Management Group sold 167 American Express shares in Q1 2026, an estimated $56K.
  • American Express made up 0.06% of Advisors Management Group's portfolio in Q1 2026, its #131 holding.
  • Advisors Management Group first reported a position in American Express in Q2 2022 and has held it in 16 quarters since.
  • Advisors Management Group's American Express position peaked at $449K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.