AssuredPartners Investment Advisors’s American Express AXP Stock Holding History

AssuredPartners Investment 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	$4.92M	Buy	16,089 +721	+5%	+$242K	0.54%	46
2025 Q4	$5.69M	Buy	15,368 +193	+1%	+$69.1K	0.85%	27
2025 Q3	$5.04M	Buy	15,175 +461	+3%	+$147K	1.12%	27
2025 Q2	$4.69M	Sell	14,714 -143	-1%	-$40.2K	1.15%	26
2025 Q1	$4M	Buy	14,857 +799	+6%	+$236K	0.77%	29
2024 Q4	$4.17M	Buy	+14,058	New	+$4.04M	0.81%	28

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

AssuredPartners Investment Advisors's AXP Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its American Express (AXP) stake by 4.7% in Q1 2026, buying an estimated $242K and bringing the position to 16,089 shares worth $4.92M. The position accounts for 0.54% of the portfolio, ranked #46.

AssuredPartners Investment Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.69M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

AssuredPartners Investment Advisors held 16,089 shares of American Express worth $4.92M as of Q1 2026.
AssuredPartners Investment Advisors bought 721 American Express shares in Q1 2026, an estimated $242K.
American Express made up 0.54% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #46 holding.
AssuredPartners Investment Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's American Express position peaked at $5.69M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.