AA
AXP icon

Alesco Advisors’s American Express AXP Stock Holding History

Alesco 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 		$312K Hold
1,033
– – 0.01% 202
2025
Q4 		$382K Sell
1,033
-6
-0.6% -$2.15K 0.01% 155
2025
Q3 		$345K Buy
1,039
+31
+3% +$9.86K 0.01% 160
2025
Q2 		$322K Buy
1,008
+3
+0.3% +$844 0.01% 158
2025
Q1 		$270K Buy
1,005
+20
+2% +$5.91K 0.01% 163
2024
Q4 		$292K Hold
985
– – 0.01% 155
2024
Q3 		$267K Sell
985
-20
-2% -$4.98K 0.01% 157
2024
Q2 		$233K Buy
1,005
+105
+12% +$24.3K 0.01% 170
2024
Q1 		$205K Buy
+900
New +$187K 0.01% 177

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

Alesco Advisors's AXP Position: Q1 2026 in Review

Alesco Advisors held its American Express (AXP) position steady in Q1 2026 at 1,033 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #202.

Alesco Advisors first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $382K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Alesco Advisors held 1,033 shares of American Express worth $312K as of Q1 2026.
  • Alesco Advisors left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.01% of Alesco Advisors's portfolio in Q1 2026, its #202 holding.
  • Alesco Advisors first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
  • Alesco Advisors's American Express position peaked at $382K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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