Aviance Capital Partners’s American Express AXP Stock Holding History

Aviance Capital Partners’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	$4.39M	Sell	14,527 -11	-0.1%	-$3.69K	0.51%	47
2025 Q4	$5.38M	Hold	14,538	–	–	0.62%	32
2025 Q3	$4.83M	Hold	14,538	–	–	0.57%	37
2025 Q2	$4.64M	Buy	14,538 +8	+0.1%	+$2.25K	0.61%	37
2025 Q1	$3.91M	Sell	14,530 -350	-2%	-$103K	0.55%	41
2024 Q4	$4.42M	Buy	14,880 +290	+2%	+$83.3K	0.61%	35
2024 Q3	$3.96M	Buy	14,590 +153	+1%	+$38.1K	0.52%	43
2024 Q2	$3.34M	Buy	14,437 +46	+0.3%	+$10.7K	0.48%	48
2024 Q1	$3.28M	Buy	14,391 +2,000	+16%	+$415K	0.49%	47
2023 Q4	$2.32M	Hold	12,391	–	–	0.5%	46
2023 Q3	$1.85M	Sell	12,391 -145	-1%	-$23.7K	0.42%	57
2023 Q2	$2.18M	Sell	12,536 -6	-0%	-$968	0.46%	53
2023 Q1	$2.07M	Hold	12,542	–	–	0.46%	51
2022 Q4	$1.85M	Buy	12,542 +1	+0%	+$148	0.43%	55
2022 Q3	$1.69M	Hold	12,541	–	–	0.42%	62
2022 Q2	$1.74M	Buy	12,541 +1	+0%	+$165	0.39%	69
2022 Q1	$2.35M	Hold	12,540	–	–	0.43%	59
2021 Q4	$2.05M	Sell	12,540 -132	-1%	-$22.5K	0.34%	64
2021 Q3	$2.12M	Sell	12,672 -123	-1%	-$20.6K	0.38%	64
2021 Q2	$2.11M	Buy	12,795 +263	+2%	+$41.2K	0.37%	64
2021 Q1	$1.77M	Hold	12,532	–	–	0.34%	72
2020 Q4	$1.51M	Buy	12,532 +1	+0%	+$111	0.31%	81
2020 Q3	$1.26M	Buy	12,531 +1	+0%	+$98	0.28%	89
2020 Q2	$1.19M	Buy	12,530 +139	+1%	+$12.8K	0.29%	83
2020 Q1	$1.06M	Hold	12,391	–	–	0.33%	78
2019 Q4	$1.54M	Sell	12,391 -213	-2%	-$25.5K	0.39%	72
2019 Q3	$1.49M	Buy	12,604 +213	+2%	+$26.1K	0.44%	68
2019 Q2	$1.53M	Buy	12,391 +231	+2%	+$27.1K	0.42%	62
2019 Q1	$1.33M	Hold	12,160	–	–	0.38%	72
2018 Q4	$1.16M	Hold	12,160	–	–	0.41%	71
2018 Q3	$1.29M	Hold	12,160	–	–	0.31%	79
2018 Q2	$1.19M	Hold	12,160	–	–	0.34%	74
2018 Q1	$1.13M	Hold	12,160	–	–	0.34%	79
2017 Q4	$1.21M	Hold	12,160	–	–	0.4%	67
2017 Q3	$1.1M	Hold	12,160	–	–	0.37%	73
2017 Q2	$1.02M	Hold	12,160	–	–	0.33%	88
2017 Q1	$962K	Hold	12,160	–	–	0.35%	85
2016 Q4	$901K	Hold	12,160	–	–	0.32%	93
2016 Q3	$779K	Hold	12,160	–	–	0.28%	101
2016 Q2	$739K	Hold	12,160	–	–	0.27%	103
2016 Q1	$747K	Hold	12,160	–	–	0.26%	104
2015 Q4	$846K	Hold	12,160	–	–	0.29%	101
2015 Q3	$901K	Hold	12,160	–	–	0.37%	85
2015 Q2	$945K	Hold	12,160	–	–	0.35%	85
2015 Q1	$950K	Sell	12,160 -1,750	-13%	-$145K	0.35%	78
2014 Q4	$1.29M	Hold	13,910	–	–	0.48%	52
2014 Q3	$1.22M	Hold	13,910	–	–	0.46%	56
2014 Q2	$1.32M	Buy	13,910 +150	+1%	+$13.5K	0.52%	51
2014 Q1	$1.24M	Sell	13,760 -550	-4%	-$49.1K	0.52%	51
2013 Q4	$1.3M	Hold	14,310	–	–	0.55%	46
2013 Q3	$1.08M	Sell	14,310 -300	-2%	-$22.6K	0.51%	52
2013 Q2	$1.09M	Buy	+14,610	New	+$1.04M	0.59%	50

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

Aviance Capital Partners's AXP Position: Q1 2026 in Review

Aviance Capital Partners reduced its American Express (AXP) stake by 0.08% in Q1 2026, selling an estimated $3.69K and leaving 14,527 shares worth $4.39M. The position accounts for 0.51% of the portfolio, ranked #47.

Aviance Capital Partners first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.38M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Aviance Capital Partners held 14,527 shares of American Express worth $4.39M as of Q1 2026.
Aviance Capital Partners sold 11 American Express shares in Q1 2026, an estimated $3.69K.
American Express made up 0.51% of Aviance Capital Partners's portfolio in Q1 2026, its #47 holding.
Aviance Capital Partners first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Aviance Capital Partners's American Express position peaked at $5.38M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.