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Ameritas Investment Partners’s American Express AXP Stock Holding History

Ameritas Investment Partners’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 		$1.45M Buy
4,810
+1
+0% +$335 0.04% 465
2025
Q4 		$1.78M Sell
4,809
-139
-3% -$49.7K 0.05% 376
2025
Q3 		$1.64M Sell
4,948
-276
-5% -$87.8K 0.05% 407
2025
Q2 		$1.67M Sell
5,224
-64
-1% -$18K 0.05% 405
2025
Q1 		$1.42M Sell
5,288
-134
-2% -$39.6K 0.05% 470
2024
Q4 		$1.61M Sell
5,422
-267
-5% -$76.7K 0.05% 439
2024
Q3 		$1.54M Sell
5,689
-291
-5% -$72.5K 0.05% 459
2024
Q2 		$1.38M Sell
5,980
-206
-3% -$47.7K 0.05% 476
2024
Q1 		$1.41M Sell
6,186
-231
-4% -$47.9K 0.05% 491
2023
Q4 		$1.2M Sell
6,417
-298
-4% -$48K 0.04% 544
2023
Q3 		$1M Sell
6,715
-362
-5% -$59.2K 0.04% 567
2023
Q2 		$1.23M Sell
7,077
-254
-3% -$41K 0.05% 501
2023
Q1 		$1.21M Sell
7,331
-58
-0.8% -$9.62K 0.05% 504
2022
Q4 		$1.14M Sell
7,389
-176
-2% -$26.1K 0.05% 529
2022
Q3 		$1.02M Sell
7,565
-251
-3% -$38K 0.05% 503
2022
Q2 		$1.08M Sell
7,816
-305
-4% -$50.4K 0.05% 502
2022
Q1 		$1.52M Sell
8,121
-428
-5% -$77.3K 0.05% 435
2021
Q4 		$1.4M Sell
8,549
-441
-5% -$75.2K 0.05% 492
2021
Q3 		$1.51M Sell
8,990
-223
-2% -$37.3K 0.05% 414
2021
Q2 		$1.52M Sell
9,213
-142
-2% -$22.2K 0.05% 424
2021
Q1 		$1.32M Sell
9,355
-458
-5% -$60.5K 0.05% 481
2020
Q4 		$1.19M Sell
9,813
-488
-5% -$54K 0.05% 464
2020
Q3 		$1.03M Sell
10,301
-493
-5% -$48.5K 0.05% 447
2020
Q2 		$1.03M Sell
10,794
-340
-3% -$31.3K 0.05% 449
2020
Q1 		$953K Sell
11,134
-137
-1% -$15.9K 0.05% 393
2019
Q4 		$1.4M Sell
11,271
-263
-2% -$31.4K 0.06% 377
2019
Q3 		$1.36M Sell
11,534
-435
-4% -$53.3K 0.06% 378
2019
Q2 		$1.48M Sell
11,969
-566
-5% -$66.5K 0.07% 342
2019
Q1 		$1.37M Hold
12,535
– – 0.06% 375
2018
Q4 		$1.2M Sell
12,535
-632
-5% -$66.1K 0.07% 380
2018
Q3 		$1.4M Sell
13,167
-373
-3% -$38.8K 0.06% 381
2018
Q2 		$1.33M Sell
13,540
-1,523
-10% -$150K 0.06% 408
2018
Q1 		$1.41M Sell
15,063
-914
-6% -$88.5K 0.07% 389
2017
Q4 		$1.58M Sell
15,977
-1,338
-8% -$127K 0.07% 348
2017
Q3 		$1.49M Hold
17,315
– – 0.07% 352
2017
Q2 		$1.46M Sell
17,315
-492
-3% -$38.9K 0.07% 357
2017
Q1 		$1.41M Sell
17,807
-909
-5% -$71.1K 0.07% 367
2016
Q4 		$1.39M Sell
18,716
-361
-2% -$25K 0.07% 367
2016
Q3 		$1.22M Buy
19,077
+2,551
+15% +$164K 0.07% 387
2016
Q2 		$1M Buy
16,526
+332
+2% +$21K 0.07% 297
2016
Q1 		$994K Buy
16,194
+30
+0.2% +$1.75K 0.07% 307
2015
Q4 		$1.12M Buy
16,164
+50
+0.3% +$3.64K 0.08% 259
2015
Q3 		$1.19M Sell
16,114
-382
-2% -$29.4K 0.09% 239
2015
Q2 		$1.28M Sell
16,496
-1
-0% -$79 0.08% 250
2015
Q1 		$1.29M Sell
16,497
-24,617
-60% -$2.05M 0.08% 249
2014
Q4 		$3.82M Sell
41,114
-342
-0.8% -$30.7K 0.26% 74
2014
Q3 		$3.63M Sell
41,456
-1,470
-3% -$132K 0.26% 68
2014
Q2 		$4.07M Sell
42,926
-1,817
-4% -$164K 0.29% 62
2014
Q1 		$4.03M Sell
44,743
-16,696
-27% -$1.49M 0.32% 59
2013
Q4 		$5.57M Sell
61,439
-379
-0.6% -$31.1K 0.44% 37
2013
Q3 		$4.67M Buy
61,818
+18,888
+44% +$1.42M 0.44% 38
2013
Q2 		$3.21M Buy
+42,930
New +$3.05M 0.88% 16

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

Ameritas Investment Partners's AXP Position: Q1 2026 in Review

Ameritas Investment Partners increased its American Express (AXP) stake by 0.02% in Q1 2026, buying an estimated $335 and bringing the position to 4,810 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #465.

Ameritas Investment Partners first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.57M in Q4 2013. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Ameritas Investment Partners held 4,810 shares of American Express worth $1.45M as of Q1 2026.
  • Ameritas Investment Partners bought 1 American Express share in Q1 2026, an estimated $335.
  • American Express made up 0.04% of Ameritas Investment Partners's portfolio in Q1 2026, its #465 holding.
  • Ameritas Investment Partners first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Ameritas Investment Partners's American Express position peaked at $5.57M in Q4 2013.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.