Aspiriant LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Buy |
5,085
+307
| +6% | +$103K | 0.04% | 128 |
|
|
2025
Q4 | $1.77M | Buy |
4,778
+430
| +10% | +$154K | 0.05% | 121 |
|
|
2025
Q3 | $1.44M | Sell |
4,348
-62
| -1% | -$19.7K | 0.04% | 122 |
|
|
2025
Q2 | $1.41M | Sell |
4,410
-219
| -5% | -$61.6K | 0.04% | 123 |
|
|
2025
Q1 | $1.25M | Sell |
4,629
-543
| -10% | -$161K | 0.04% | 126 |
|
|
2024
Q4 | $1.53M | Buy |
5,172
+170
| +3% | +$48.8K | 0.06% | 113 |
|
|
2024
Q3 | $1.36M | Sell |
5,002
-694
| -12% | -$173K | 0.05% | 121 |
|
|
2024
Q2 | $1.32M | Sell |
5,696
-634
| -10% | -$147K | 0.05% | 121 |
|
|
2024
Q1 | $1.44M | Buy |
6,330
+48
| +0.8% | +$9.95K | 0.06% | 116 |
|
|
2023
Q4 | $1.18M | Buy |
6,282
+1,160
| +23% | +$187K | 0.05% | 132 |
|
|
2023
Q3 | $764K | Buy |
5,122
+202
| +4% | +$33K | 0.04% | 155 |
|
|
2023
Q2 | $857K | Sell |
4,920
-266
| -5% | -$42.9K | 0.04% | 147 |
|
|
2023
Q1 | $855K | Sell |
5,186
-20
| -0.4% | -$3.32K | 0.04% | 143 |
|
|
2022
Q4 | $769K | Buy |
5,206
+240
| +5% | +$35.6K | 0.04% | 148 |
|
|
2022
Q3 | $670K | Buy |
4,966
+284
| +6% | +$43K | 0.03% | 148 |
|
|
2022
Q2 | $649K | Sell |
4,682
-184
| -4% | -$30.4K | 0.03% | 149 |
|
|
2022
Q1 | $911K | Buy |
4,866
+195
| +4% | +$35.2K | 0.05% | 139 |
|
|
2021
Q4 | $764K | Buy |
4,671
+59
| +1% | +$10.1K | 0.04% | 152 |
|
|
2021
Q3 | $771K | Sell |
4,612
-4
| -0.1% | -$669 | 0.05% | 135 |
|
|
2021
Q2 | $761K | Sell |
4,616
-9
| -0.2% | -$1.41K | 0.04% | 133 |
|
|
2021
Q1 | $652K | Sell |
4,625
-102
| -2% | -$13.5K | 0.04% | 131 |
|
|
2020
Q4 | $573K | Buy |
4,727
+99
| +2% | +$11K | 0.04% | 139 |
|
|
2020
Q3 | $462K | Buy |
4,628
+3
| +0.1% | +$295 | 0.04% | 155 |
|
|
2020
Q2 | $441K | Sell |
4,625
-40
| -0.9% | -$3.68K | 0.04% | 135 |
|
|
2020
Q1 | $398K | Buy |
4,665
+40
| +0.9% | +$4.65K | 0.04% | 138 |
|
|
2019
Q4 | $576K | Hold |
4,625
| – | – | 0.05% | 126 |
|
|
2019
Q3 | $549K | Sell |
4,625
-265
| -5% | -$32.5K | 0.05% | 137 |
|
|
2019
Q2 | $605K | Sell |
4,890
-286
| -6% | -$33.6K | 0.05% | 135 |
|
|
2019
Q1 | $567K | Sell |
5,176
-104
| -2% | -$10.9K | 0.05% | 138 |
|
|
2018
Q4 | $503K | Buy |
5,280
+423
| +9% | +$44.3K | 0.04% | 143 |
|
|
2018
Q3 | $518K | Hold |
4,857
| – | – | 0.04% | 153 |
|
|
2018
Q2 | $476K | Sell |
4,857
-155
| -3% | -$15.2K | 0.04% | 162 |
|
|
2018
Q1 | $468K | Buy |
+5,012
| New | +$485K | 0.04% | 158 |
|
|
2017
Q3 | – | Sell |
-2,637
| Closed | -$222K | – | 204 |
|
|
2017
Q2 | $222K | Buy |
+2,637
| New | +$209K | 0.02% | 191 |
|
|
2015
Q3 | – | Sell |
-5,696
| Closed | -$443K | – | 108 |
|
|
2015
Q2 | $443K | Sell |
5,696
-15
| -0.3% | -$1.19K | 0.04% | 78 |
|
|
2015
Q1 | $446K | Buy |
+5,711
| New | +$474K | 0.06% | 64 |
|
Other funds holding AXP
VCM
VPM
Aspiriant LLC's AXP Position: Q1 2026 in Review
Aspiriant LLC increased its American Express (AXP) stake by 6.4% in Q1 2026, buying an estimated $103K and bringing the position to 5,085 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #128.
Aspiriant LLC first reported a position in AXP in Q1 2015 and has held it in 36 quarters since. The position peaked at $1.77M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Aspiriant LLC held 5,085 shares of American Express worth $1.54M as of Q1 2026.
- Aspiriant LLC bought 307 American Express shares in Q1 2026, an estimated $103K.
- American Express made up 0.04% of Aspiriant LLC's portfolio in Q1 2026, its #128 holding.
- Aspiriant LLC first reported a position in American Express in Q1 2015 and has held it in 36 quarters since.
- Aspiriant LLC's American Express position peaked at $1.77M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.