Allen Investment Management’s American Express AXP Stock Holding History

Allen 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	$992K	Hold	3,279	–	–	0.01%	150
2025 Q4	$1.21M	Buy	3,279 +1,303	+66%	+$466K	0.01%	144
2025 Q3	$656K	Hold	1,976	–	–	0.01%	151
2025 Q2	$630K	Hold	1,976	–	–	0.01%	149
2025 Q1	$532K	Hold	1,976	–	–	0.01%	159
2024 Q4	$586K	Hold	1,976	–	–	0.01%	156
2024 Q3	$536K	Hold	1,976	–	–	0.01%	171
2024 Q2	$458K	Hold	1,976	–	–	0.01%	174
2024 Q1	$450K	Hold	1,976	–	–	0.01%	164
2023 Q4	$370K	Hold	1,976	–	–	﹤0.01%	185
2023 Q3	$295K	Buy	1,976 +35	+2%	+$5.72K	﹤0.01%	198
2023 Q2	$338K	Hold	1,941	–	–	0.01%	190
2023 Q1	$320K	Hold	1,941	–	–	0.01%	191
2022 Q4	$287K	Hold	1,941	–	–	﹤0.01%	194
2022 Q3	$262K	Hold	1,941	–	–	﹤0.01%	195
2022 Q2	$269K	Hold	1,941	–	–	﹤0.01%	211
2022 Q1	$363K	Hold	1,941	–	–	﹤0.01%	197
2021 Q4	$318K	Sell	1,941 -132	-6%	-$22.5K	﹤0.01%	216
2021 Q3	$347K	Buy	+2,073	New	+$347K	﹤0.01%	167
2018 Q3	–	Sell	-2,731	Closed	-$268K	–	185
2018 Q2	$268K	Hold	2,731	–	–	0.01%	169
2018 Q1	$255K	Sell	2,731 -10	-0.4%	-$969	0.01%	158
2017 Q4	$272K	Sell	2,741 -1,069	-28%	-$102K	0.01%	156
2017 Q3	$345K	Hold	3,810	–	–	0.02%	174
2017 Q2	$321K	Sell	3,810 -46,878	-92%	-$3.71M	0.02%	190
2017 Q1	$4.01M	Buy	50,688 +2,899	+6%	+$227K	0.21%	47
2016 Q4	$3.54M	Hold	47,789	–	–	0.21%	51
2016 Q3	$3.06M	Hold	47,789	–	–	0.2%	52
2016 Q2	$2.9M	Hold	47,789	–	–	0.2%	53
2016 Q1	$2.93M	Sell	47,789 -377	-0.8%	-$21.9K	0.23%	53
2015 Q4	$3.35M	Hold	48,166	–	–	0.28%	53
2015 Q3	$3.57M	Buy	+48,166	New	+$3.71M	0.34%	47

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

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

Allen Investment Management held its American Express (AXP) position steady in Q1 2026 at 3,279 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #150.

Allen Investment Management first reported a position in AXP in Q3 2015 and has held it in 31 quarters since. The position peaked at $4.01M in Q1 2017. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Allen Investment Management held 3,279 shares of American Express worth $992K as of Q1 2026.
Allen Investment Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.01% of Allen Investment Management's portfolio in Q1 2026, its #150 holding.
Allen Investment Management first reported a position in American Express in Q3 2015 and has held it in 31 quarters since.
Allen Investment Management's American Express position peaked at $4.01M in Q1 2017.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.