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Astoria Portfolio Advisors’s American Express AXP Stock Holding History

Astoria Portfolio 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 		$369K Sell
1,157
-94
-8% -$31.5K 0.08% 193
2025
Q4 		$402K Sell
1,251
-895
-42% -$320K 0.09% 171
2025
Q3 		$695K Sell
2,146
-16
-0.7% -$5.09K 0.18% 100
2025
Q2 		$667K Buy
2,162
+58
+3% +$16.3K 0.19% 102
2025
Q1 		$547K Buy
2,104
+28
+1% +$8.28K 0.19% 106
2024
Q4 		$624K Buy
2,076
+58
+3% +$16.7K 0.22% 91
2024
Q3 		$557K Buy
2,018
+331
+20% +$82.4K 0.19% 92
2024
Q2 		$391K Buy
1,687
+62
+4% +$14.4K 0.14% 106
2024
Q1 		$355K Buy
1,625
+96
+6% +$19.9K 0.14% 108
2023
Q4 		$315K Sell
1,529
-931
-38% -$150K 0.13% 116
2023
Q3 		$353K Sell
2,460
-152
-6% -$24.9K 0.17% 109
2023
Q2 		$455K Buy
2,612
+345
+15% +$55.7K 0.18% 105
2023
Q1 		$369K Buy
2,267
+303
+15% +$50.3K 0.16% 118
2022
Q4 		$298K Buy
1,964
+125
+7% +$18.5K 0.14% 146
2022
Q3 		$248K Buy
1,839
+106
+6% +$16K 0.17% 132
2022
Q2 		$240K Buy
1,733
+368
+27% +$60.8K 0.18% 136
2022
Q1 		$255K Buy
+1,365
New +$247K 0.2% 99

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

Astoria Portfolio Advisors's AXP Position: Q1 2026 in Review

Astoria Portfolio Advisors reduced its American Express (AXP) stake by 7.5% in Q1 2026, selling an estimated $31.5K and leaving 1,157 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #193.

Astoria Portfolio Advisors first reported a position in AXP in Q1 2022 and has held it in 17 quarters since. The position peaked at $695K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Astoria Portfolio Advisors held 1,157 shares of American Express worth $369K as of Q1 2026.
  • Astoria Portfolio Advisors sold 94 American Express shares in Q1 2026, an estimated $31.5K.
  • American Express made up 0.08% of Astoria Portfolio Advisors's portfolio in Q1 2026, its #193 holding.
  • Astoria Portfolio Advisors first reported a position in American Express in Q1 2022 and has held it in 17 quarters since.
  • Astoria Portfolio Advisors's American Express position peaked at $695K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.