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Aviso Financial’s American Express AXP Stock Holding History

Aviso Financial’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 		$8.17K Hold
27
– – ﹤0.01% 288
2025
Q4 		$9.99K Hold
27
– – ﹤0.01% 282
2025
Q3 		$8.97K Hold
27
– – ﹤0.01% 293
2025
Q2 		$8.61K Hold
27
– – ﹤0.01% 290
2025
Q1 		$7.26K Hold
27
– – ﹤0.01% 300
2024
Q4 		$8.01K Sell
27
-189
-88% -$54.3K ﹤0.01% 310
2024
Q3 		$58.6K Buy
216
+85
+65% +$21.2K ﹤0.01% 259
2024
Q2 		$30.3K Buy
+131
New +$30.3K ﹤0.01% 264

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

Aviso Financial's AXP Position: Q1 2026 in Review

Aviso Financial held its American Express (AXP) position steady in Q1 2026 at 27 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Aviso Financial first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $58.6K in Q3 2024. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Aviso Financial held 27 shares of American Express worth $8.17K as of Q1 2026.
  • Aviso Financial left its American Express share count unchanged in Q1 2026.
  • American Express made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #288 holding.
  • Aviso Financial first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's American Express position peaked at $58.6K in Q3 2024.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.