Arkos Global Advisors’s American Express AXP Stock Holding History

Arkos Global 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	$304K	Buy	1,006 +30	+3%	+$10.1K	0.04%	100
2025 Q4	$361K	Sell	976 -368	-27%	-$132K	0.05%	87
2025 Q3	$446K	Buy	1,344 +515	+62%	+$164K	0.06%	97
2025 Q2	$264K	Buy	829 +53	+7%	+$14.9K	0.04%	114
2025 Q1	$209K	Buy	776 +101	+15%	+$29.9K	0.03%	124
2024 Q4	$200K	Buy	+675	New	+$194K	0.03%	127
2024 Q3	–	Sell	-927	Closed	-$215K	–	131
2024 Q2	$215K	Sell	927 -1,183	-56%	-$274K	0.03%	123
2024 Q1	$480K	Buy	+2,110	New	+$438K	0.08%	72

Other funds holding AXP

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM