Aire Advisors’s American Express AXP Stock Holding History

Aire 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	$451K	Buy	1,492 +12	+0.8%	+$4.02K	0.08%	108
2025 Q4	$548K	Hold	1,480	–	–	0.1%	97
2025 Q3	$492K	Hold	1,480	–	–	0.09%	105
2025 Q2	$472K	Hold	1,480	–	–	0.09%	105
2025 Q1	$398K	Sell	1,480 -127	-8%	-$37.5K	0.08%	109
2024 Q4	$477K	Buy	1,607 +147	+10%	+$42.2K	0.1%	104
2024 Q3	$396K	Hold	1,460	–	–	0.09%	107
2024 Q2	$338K	Sell	1,460 -143	-9%	-$33.1K	0.08%	113
2024 Q1	$366K	Hold	1,603	–	–	0.08%	104
2023 Q4	$301K	Sell	1,603 -25	-2%	-$4.02K	0.07%	111
2023 Q3	$243K	Buy	1,628 +1	+0.1%	+$164	0.07%	113
2023 Q2	$284K	Hold	1,627	–	–	0.07%	110
2023 Q1	$268K	Sell	1,627 -72	-4%	-$11.9K	0.07%	112
2022 Q4	$251K	Sell	1,699 -148	-8%	-$21.9K	0.08%	114
2022 Q3	$249K	Sell	1,847 -173	-9%	-$26.2K	0.09%	121
2022 Q2	$278K	Buy	+2,020	New	+$334K	0.1%	112

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

Aire Advisors's AXP Position: Q1 2026 in Review

Aire Advisors increased its American Express (AXP) stake by 0.81% in Q1 2026, buying an estimated $4.02K and bringing the position to 1,492 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #108.

Aire Advisors first reported a position in AXP in Q2 2022 and has held it in 16 quarters since. The position peaked at $548K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Aire Advisors held 1,492 shares of American Express worth $451K as of Q1 2026.
Aire Advisors bought 12 American Express shares in Q1 2026, an estimated $4.02K.
American Express made up 0.08% of Aire Advisors's portfolio in Q1 2026, its #108 holding.
Aire Advisors first reported a position in American Express in Q2 2022 and has held it in 16 quarters since.
Aire Advisors's American Express position peaked at $548K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.