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Aptus Capital Advisors’s American Express AXP Stock Holding History

Aptus Capital 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 		$13.6M Sell
44,972
-2,327
-5% -$780K 0.11% 170
2025
Q4 		$17.5M Buy
47,299
+7,737
+20% +$2.77M 0.13% 139
2025
Q3 		$13.1M Buy
39,562
+29,681
+300% +$9.44M 0.1% 175
2025
Q2 		$3.15M Sell
9,881
-614
-6% -$173K 0.03% 356
2025
Q1 		$2.82M Buy
10,495
+952
+10% +$281K 0.03% 353
2024
Q4 		$2.83M Buy
9,543
+1,732
+22% +$498K 0.03% 344
2024
Q3 		$2.12M Buy
7,811
+1,387
+22% +$345K 0.03% 308
2024
Q2 		$1.49M Sell
6,424
-97
-1% -$22.5K 0.03% 328
2024
Q1 		$1.48M Buy
6,521
+364
+6% +$75.5K 0.03% 337
2023
Q4 		$1.15M Sell
6,157
-7,189
-54% -$1.16M 0.03% 273
2023
Q3 		$1.99M Buy
13,346
+2,030
+18% +$332K 0.05% 229
2023
Q2 		$1.97M Buy
11,316
+603
+6% +$97.3K 0.05% 230
2023
Q1 		$1.77M Buy
10,713
+6,716
+168% +$1.11M 0.05% 226
2022
Q4 		$591K Buy
3,997
+234
+6% +$34.7K 0.02% 330
2022
Q3 		$508K Buy
3,763
+132
+4% +$20K 0.01% 324
2022
Q2 		$505K Sell
3,631
-142
-4% -$23.5K 0.01% 280
2022
Q1 		$706K Buy
3,773
+1,350
+56% +$244K 0.02% 272
2021
Q4 		$396K Buy
2,423
+335
+16% +$57.1K 0.01% 297
2021
Q3 		$350K Buy
2,088
+171
+9% +$28.6K 0.01% 304
2021
Q2 		$317K Buy
1,917
+101
+6% +$15.8K 0.01% 310
2021
Q1 		$258K Sell
1,816
-2
-0.1% -$264 0.01% 309
2020
Q4 		$219K Buy
+1,818
New +$201K 0.01% 300
2020
Q1 		– Sell
-20,630
Closed -$2.56M – 412
2019
Q4 		$2.56M Buy
20,630
+18,444
+844% +$2.2M 0.18% 113
2019
Q3 		$258K Sell
2,186
-17
-0.8% -$2.08K 0.01% 332
2019
Q2 		$272K Buy
2,203
+132
+6% +$15.5K 0.04% 289
2019
Q1 		$226K Buy
+2,071
New +$218K 0.04% 284

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

Aptus Capital Advisors's AXP Position: Q1 2026 in Review

Aptus Capital Advisors reduced its American Express (AXP) stake by 4.9% in Q1 2026, selling an estimated $780K and leaving 44,972 shares worth $13.6M. The position accounts for 0.11% of the portfolio, ranked #170.

Aptus Capital Advisors first reported a position in AXP in Q1 2019 and has held it in 26 quarters since. The position peaked at $17.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Aptus Capital Advisors held 44,972 shares of American Express worth $13.6M as of Q1 2026.
  • Aptus Capital Advisors sold 2,327 American Express shares in Q1 2026, an estimated $780K.
  • American Express made up 0.11% of Aptus Capital Advisors's portfolio in Q1 2026, its #170 holding.
  • Aptus Capital Advisors first reported a position in American Express in Q1 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's American Express position peaked at $17.5M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.