AXS Investments’s American Express AXP Stock Holding History

AXS Investments’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	$138K	Sell	457 -44	-9%	-$14.8K	0.06%	128
2025 Q4	$185K	Sell	501 -27	-5%	-$9.66K	0.06%	135
2025 Q3	$175K	Buy	+528	New	+$168K	0.06%	134
2025 Q2	–	Sell	-4,991	Closed	-$1.34M	–	153
2025 Q1	$1.34M	Sell	4,991 -159	-3%	-$47K	0.37%	110
2024 Q4	$1.53M	Sell	5,150 -586	-10%	-$168K	0.43%	74
2024 Q3	$1.56M	Sell	5,736 -114	-2%	-$28.4K	0.41%	106
2024 Q2	$1.35M	Sell	5,850 -785	-12%	-$182K	0.38%	93
2024 Q1	$1.51M	Sell	6,635 -681	-9%	-$141K	0.36%	86
2023 Q4	$1.37M	Sell	7,316 -570	-7%	-$91.8K	0.33%	107
2023 Q3	$1.18M	Buy	7,886 +330	+4%	+$54K	0.3%	116
2023 Q2	$1.32M	Buy	7,556 +706	+10%	+$114K	0.35%	92
2023 Q1	$1.13M	Sell	6,850 -684	-9%	-$113K	0.37%	110
2022 Q4	$1.11M	Buy	7,534 +780	+12%	+$116K	0.4%	89
2022 Q3	$911K	Sell	6,754 -2,240	-25%	-$339K	0.35%	108
2022 Q2	$1.25M	Buy	+8,994	New	+$1.49M	0.44%	58
2021 Q4	–	Sell	-11,583	Closed	-$1.94M	–	177
2021 Q3	$1.94M	Buy	+11,583	New	+$1.94M	0.73%	25

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

AXS Investments's AXP Position: Q1 2026 in Review

AXS Investments reduced its American Express (AXP) stake by 8.8% in Q1 2026, selling an estimated $14.8K and leaving 457 shares worth $138K. The position accounts for 0.06% of the portfolio, ranked #128.

AXS Investments first reported a position in AXP in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.94M in Q3 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

AXS Investments held 457 shares of American Express worth $138K as of Q1 2026.
AXS Investments sold 44 American Express shares in Q1 2026, an estimated $14.8K.
American Express made up 0.06% of AXS Investments's portfolio in Q1 2026, its #128 holding.
AXS Investments first reported a position in American Express in Q3 2021 and has held it in 16 quarters since.
AXS Investments's American Express position peaked at $1.94M in Q3 2021.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.