AA
AXP icon

Advisory Alpha’s American Express AXP Stock Holding History

Advisory Alpha’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 		$1.19M Buy
3,917
+208
+6% +$69.7K 0.03% 173
2025
Q4 		$1.37M Buy
3,709
+476
+15% +$170K 0.04% 156
2025
Q3 		$1.07M Buy
3,233
+956
+42% +$304K 0.03% 172
2025
Q2 		$726K Buy
2,277
+417
+22% +$117K 0.02% 212
2025
Q1 		$501K Buy
1,860
+253
+16% +$74.8K 0.02% 252
2024
Q4 		$477K Buy
1,607
+543
+51% +$156K 0.02% 244
2024
Q3 		$289K Buy
1,064
+86
+9% +$21.4K 0.01% 315
2024
Q2 		$226K Buy
978
+47
+5% +$10.9K 0.01% 346
2024
Q1 		$212K Buy
+931
New +$193K 0.01% 367
2023
Q3 		– Sell
-1,619
Closed -$282K – 303
2023
Q2 		$282K Buy
1,619
+2
+0.1% +$323 0.01% 265
2023
Q1 		$267K Buy
1,617
+11
+0.7% +$1.82K 0.02% 235
2022
Q4 		$237K Sell
1,606
-180
-10% -$26.7K 0.02% 232
2022
Q3 		$241K Buy
1,786
+160
+10% +$24.2K 0.02% 218
2022
Q2 		$226K Buy
1,626
+1
+0.1% +$165 0.02% 225
2022
Q1 		$304K Buy
1,625
+2
+0.1% +$361 0.02% 211
2021
Q4 		$266K Sell
1,623
-762
-32% -$130K 0.02% 228
2021
Q3 		$400K Buy
2,385
+263
+12% +$44K 0.03% 177
2021
Q2 		$351K Sell
2,122
-498
-19% -$78K 0.03% 143
2021
Q1 		$371K Buy
2,620
+1
+0% +$132 0.04% 120
2020
Q4 		$317K Sell
2,619
-48
-2% -$5.32K 0.06% 77
2020
Q3 		$276K Sell
2,667
-100
-4% -$9.84K 0.06% 72
2020
Q2 		$281K Buy
+2,767
New +$255K 0.06% 88
2020
Q1 		– Sell
-2,530
Closed -$325K – 716
2019
Q4 		$325K Sell
2,530
-70
-3% -$8.37K 0.08% 96
2019
Q3 		$296K Buy
2,600
+45
+2% +$5.52K 0.09% 85
2019
Q2 		$319K Buy
2,555
+21
+0.8% +$2.47K 0.11% 79
2019
Q1 		$297K Hold
2,534
– – 0.11% 83
2018
Q4 		$267K Buy
+2,534
New +$265K 0.13% 71

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

Advisory Alpha's AXP Position: Q1 2026 in Review

Advisory Alpha increased its American Express (AXP) stake by 5.6% in Q1 2026, buying an estimated $69.7K and bringing the position to 3,917 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #173.

Advisory Alpha first reported a position in AXP in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.37M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Advisory Alpha held 3,917 shares of American Express worth $1.19M as of Q1 2026.
  • Advisory Alpha bought 208 American Express shares in Q1 2026, an estimated $69.7K.
  • American Express made up 0.03% of Advisory Alpha's portfolio in Q1 2026, its #173 holding.
  • Advisory Alpha first reported a position in American Express in Q4 2018 and has held it in 27 quarters since.
  • Advisory Alpha's American Express position peaked at $1.37M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.