AF
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Allworth Financial’s American Express AXP Stock Holding History

Allworth Financial’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 		$47.9M Sell
158,479
-2,914
-2% -$977K 0.19% 74
2025
Q4 		$59.7M Sell
161,393
-12,852
-7% -$4.6M 0.24% 61
2025
Q3 		$57.9M Sell
174,245
-1,636
-0.9% -$520K 0.26% 57
2025
Q2 		$56.1M Buy
175,881
+52,042
+42% +$14.6M 0.27% 52
2025
Q1 		$33.1M Sell
123,839
-1,099
-0.9% -$325K 0.19% 66
2024
Q4 		$40.3M Buy
124,938
+3,830
+3% +$1.1M 0.22% 55
2024
Q3 		$32.8M Sell
121,108
-2,980
-2% -$742K 0.2% 58
2024
Q2 		$30.1M Buy
124,088
+117,300
+1,728% +$27.2M 0.19% 59
2024
Q1 		$1.55M Buy
6,788
+563
+9% +$117K 0.01% 347
2023
Q4 		$1.17M Buy
6,225
+524
+9% +$84.3K 0.01% 389
2023
Q3 		$851K Buy
5,701
+308
+6% +$50.4K 0.01% 398
2023
Q2 		$939K Buy
5,393
+320
+6% +$51.6K 0.01% 391
2023
Q1 		$837K Buy
5,073
+253
+5% +$42K 0.01% 375
2022
Q4 		$712K Buy
4,820
+498
+12% +$73.8K 0.01% 394
2022
Q3 		$583K Buy
4,322
+883
+26% +$134K 0.01% 396
2022
Q2 		$477K Sell
3,439
-662
-16% -$109K 0.01% 403
2022
Q1 		$767K Buy
4,101
+1,758
+75% +$317K 0.01% 338
2021
Q4 		$383K Sell
2,343
-112
-5% -$19.1K 0.01% 414
2021
Q3 		$411K Buy
2,455
+967
+65% +$162K 0.01% 350
2021
Q2 		$246K Buy
1,488
+260
+21% +$40.7K ﹤0.01% 344
2021
Q1 		$174K Buy
1,228
+44
+4% +$5.81K ﹤0.01% 371
2020
Q4 		$143K Buy
1,184
+1
+0.1% +$111 ﹤0.01% 319
2020
Q3 		$119K Buy
1,183
+50
+4% +$4.92K ﹤0.01% 300
2020
Q2 		$108K Sell
1,133
-45
-4% -$4.14K ﹤0.01% 304
2020
Q1 		$101K Buy
1,178
+45
+4% +$5.24K ﹤0.01% 311
2019
Q4 		$141K Hold
1,133
– – 0.01% 226
2019
Q3 		$134K Sell
1,133
-163
-13% -$20K 0.01% 202
2019
Q2 		$160K Buy
1,296
+1
+0.1% +$117 0.01% 188
2019
Q1 		$142K Buy
1,295
+414
+47% +$43.5K 0.01% 199
2018
Q4 		$84K Buy
881
+123
+16% +$12.9K ﹤0.01% 232
2018
Q3 		$81K Buy
758
+378
+99% +$39.3K ﹤0.01% 230
2018
Q2 		$37K Buy
380
+21
+6% +$2.06K ﹤0.01% 321
2018
Q1 		$33K Sell
359
-1
-0.3% -$97 ﹤0.01% 299
2017
Q4 		$36K Buy
360
+2
+0.6% +$190 ﹤0.01% 285
2017
Q3 		$32K Buy
358
+108
+43% +$9.28K ﹤0.01% 289
2017
Q2 		$21K Sell
250
-12
-5% -$949 ﹤0.01% 365
2017
Q1 		$21K Buy
262
+12
+5% +$938 ﹤0.01% 349
2016
Q4 		$19K Hold
250
– – ﹤0.01% 328
2016
Q3 		$16K Hold
250
– – ﹤0.01% 352
2016
Q2 		$15K Sell
250
-82
-25% -$5.2K ﹤0.01% 340
2016
Q1 		$20K Sell
332
-46
-12% -$2.68K ﹤0.01% 304
2015
Q4 		$26K Hold
378
– – ﹤0.01% 266
2015
Q3 		$28K Hold
378
– – 0.01% 272
2015
Q2 		$29K Hold
378
– – 0.01% 263
2015
Q1 		$30K Buy
+378
New +$31.4K 0.01% 260

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

Allworth Financial's AXP Position: Q1 2026 in Review

Allworth Financial reduced its American Express (AXP) stake by 1.8% in Q1 2026, selling an estimated $977K and leaving 158,479 shares worth $47.9M. The position accounts for 0.19% of the portfolio, ranked #74.

Allworth Financial first reported a position in AXP in Q1 2015 and has held it in 45 quarters since. The position peaked at $59.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Allworth Financial held 158,479 shares of American Express worth $47.9M as of Q1 2026.
  • Allworth Financial sold 2,914 American Express shares in Q1 2026, an estimated $977K.
  • American Express made up 0.19% of Allworth Financial's portfolio in Q1 2026, its #74 holding.
  • Allworth Financial first reported a position in American Express in Q1 2015 and has held it in 45 quarters since.
  • Allworth Financial's American Express position peaked at $59.7M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.