Aigen Investment Management’s American Express AXP Stock Holding History

Aigen Investment Management’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	$2.75M	Buy	9,075 +6,201	+216%	+$2.08M	0.71%	27
2025 Q4	$1.06M	Buy	+2,874	New	+$1.03M	0.25%	112
2025 Q1	–	Sell	-1,643	Closed	-$488K	–	759
2024 Q4	$488K	Buy	+1,643	New	+$472K	0.09%	340
2024 Q3	–	Sell	-3,113	Closed	-$721K	–	730
2024 Q2	$721K	Buy	3,113 +2,153	+224%	+$499K	0.14%	208
2024 Q1	$219K	Buy	+960	New	+$199K	0.05%	523
2022 Q1	–	Sell	-13,022	Closed	-$2.12M	–	567
2021 Q4	$2.12M	Buy	+13,022	New	+$2.22M	0.13%	210
2021 Q1	–	Sell	-12,069	Closed	-$1.46M	–	621
2020 Q4	$1.46M	Buy	+12,069	New	+$1.34M	0.19%	137

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

Aigen Investment Management's AXP Position: Q1 2026 in Review

Aigen Investment Management increased its American Express (AXP) stake by 216% in Q1 2026, buying an estimated $2.08M and bringing the position to 9,075 shares worth $2.75M. The position accounts for 0.71% of the portfolio, ranked #27.

Aigen Investment Management first reported a position in AXP in Q4 2020 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Aigen Investment Management held 9,075 shares of American Express worth $2.75M as of Q1 2026.
Aigen Investment Management bought 6,201 American Express shares in Q1 2026, an estimated $2.08M.
American Express made up 0.71% of Aigen Investment Management's portfolio in Q1 2026, its #27 holding.
Aigen Investment Management first reported a position in American Express in Q4 2020 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.