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
2023 Q3	–	Sell	-330,000	Closed	-$57.5M	–	903
2023 Q2	$57.5M	Buy	+330,000	New	+$53.2M	1.38%	17
2019 Q3	–	Sell	-1,100	Closed	-$586K	–	473
2019 Q2	$586K	Buy	1,100 +422	+62%	+$49.6K	0.08%	197
2019 Q1	$444K	Buy	678 +202	+42%	+$21.2K	0.08%	213
2018 Q4	$268K	Buy	+476	New	+$49.8K	0.07%	114

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

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.