Ameritas Advisory Services’s American Express AXP Stock Holding History

Ameritas Advisory Services’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	$1.13M	Buy	3,724 +23	+0.6%	+$7.71K	0.04%	344
2025 Q4	$1.37M	Buy	3,701 +433	+13%	+$155K	0.05%	305
2025 Q3	$1.09M	Sell	3,268 -210	-6%	-$66.8K	0.07%	237
2025 Q2	$1.11M	Sell	3,478 -19	-0.5%	-$5.35K	0.06%	319
2025 Q1	$989K	Sell	3,497 -2,562	-42%	-$757K	0.04%	395
2024 Q4	$1.8M	Buy	6,059 +2,217	+58%	+$637K	0.06%	283
2024 Q3	$1.04M	Sell	3,842 -6,623	-63%	-$1.65M	0.05%	369
2024 Q2	$2.42M	Buy	10,465 +237	+2%	+$54.9K	0.09%	218
2024 Q1	$2.37M	Buy	10,228 +6,413	+168%	+$1.33M	0.1%	205
2023 Q4	$764K	Sell	3,815 -4,429	-54%	-$713K	0.04%	342
2023 Q3	$1.24M	Buy	8,244 +2,826	+52%	+$462K	0.06%	290
2023 Q2	$920K	Sell	5,418 -4,180	-44%	-$674K	0.12%	192
2023 Q1	$1.57M	Buy	9,598 +743	+8%	+$123K	0.08%	232
2022 Q4	$1.31M	Buy	8,855 +1,738	+24%	+$258K	0.06%	288
2022 Q3	$960K	Buy	7,117 +155	+2%	+$23.5K	0.06%	285
2022 Q2	$965K	Hold	6,962	–	–	0.06%	296
2022 Q1	$1.3M	Buy	6,962 +300	+5%	+$54.2K	0.05%	282
2021 Q4	$1.09M	Buy	+6,662	New	+$1.14M	0.04%	318

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

Ameritas Advisory Services's AXP Position: Q1 2026 in Review

Ameritas Advisory Services increased its American Express (AXP) stake by 0.62% in Q1 2026, buying an estimated $7.71K and bringing the position to 3,724 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #344.

Ameritas Advisory Services first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.42M in Q2 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Ameritas Advisory Services held 3,724 shares of American Express worth $1.13M as of Q1 2026.
Ameritas Advisory Services bought 23 American Express shares in Q1 2026, an estimated $7.71K.
American Express made up 0.04% of Ameritas Advisory Services's portfolio in Q1 2026, its #344 holding.
Ameritas Advisory Services first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's American Express position peaked at $2.42M in Q2 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.