Baker Avenue Asset Management’s American Express AXP Stock Holding History

Baker Avenue Asset Management’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	$1.59M	Buy	5,261 +185	+4%	+$62K	0.04%	239
2025 Q4	$1.88M	Buy	5,076 +68	+1%	+$24.3K	0.04%	216
2025 Q3	$1.66M	Buy	5,008 +100	+2%	+$31.8K	0.04%	221
2025 Q2	$1.57M	Sell	4,908 -280	-5%	-$78.8K	0.04%	213
2025 Q1	$1.4M	Buy	5,188 +49	+1%	+$14.5K	0.04%	221
2024 Q4	$1.53M	Buy	5,139 +338	+7%	+$97.1K	0.05%	211
2024 Q3	$1.3M	Buy	4,801 +423	+10%	+$105K	0.04%	219
2024 Q2	$1.01M	Buy	4,378 +138	+3%	+$32K	0.03%	222
2024 Q1	$965K	Sell	4,240 -572	-12%	-$119K	0.04%	218
2023 Q4	$901K	Buy	4,812 +261	+6%	+$42K	0.04%	214
2023 Q3	$679K	Buy	4,551 +6	+0.1%	+$981	0.03%	235
2023 Q2	$792K	Sell	4,545 -343	-7%	-$55.3K	0.04%	206
2023 Q1	$806K	Buy	4,888 +216	+5%	+$35.8K	0.04%	198
2022 Q4	$690K	Buy	4,672 +169	+4%	+$25K	0.04%	202
2022 Q3	$607K	Sell	4,503 -798	-15%	-$121K	0.04%	216
2022 Q2	$735K	Sell	5,301 -948	-15%	-$157K	0.05%	175
2022 Q1	$1.17M	Buy	6,249 +1,670	+36%	+$302K	0.06%	153
2021 Q4	$749K	Sell	4,579 -206	-4%	-$35.1K	0.04%	189
2021 Q3	$801K	Sell	4,785 -158	-3%	-$26.4K	0.05%	155
2021 Q2	$816K	Buy	4,943 +407	+9%	+$63.7K	0.05%	159
2021 Q1	$641K	Sell	4,536 -4,027	-47%	-$532K	0.04%	158
2020 Q4	$1.03M	Buy	8,563 +5	+0.1%	+$554	0.07%	130
2020 Q3	$857K	Sell	8,558 -115	-1%	-$11.3K	0.07%	133
2020 Q2	$826K	Sell	8,673 -334	-4%	-$30.8K	0.07%	133
2020 Q1	$771K	Sell	9,007 -39,607	-81%	-$4.61M	0.09%	96
2019 Q4	$6.05M	Buy	48,614 +17,221	+55%	+$2.06M	0.44%	59
2019 Q3	$3.71M	Buy	31,393 +1,112	+4%	+$136K	0.3%	75
2019 Q2	$3.74M	Sell	30,281 -808	-3%	-$94.9K	0.3%	73
2019 Q1	$3.4M	Buy	31,089 +1,990	+7%	+$209K	0.28%	78
2018 Q4	$2.77M	Buy	29,099 +26,800	+1,166%	+$2.8M	0.27%	78
2018 Q3	$245K	Buy	2,299 +58	+3%	+$6.03K	0.02%	236
2018 Q2	$220K	Buy	2,241 +21	+0.9%	+$2.06K	0.02%	234
2018 Q1	$207K	Hold	2,220	–	–	0.02%	234
2017 Q4	$220K	Buy	+2,220	New	+$211K	0.02%	225
2015 Q4	–	Sell	-2,941	Closed	-$218K	–	181
2015 Q3	$218K	Buy	+2,941	New	+$226K	0.04%	176
2015 Q1	–	Sell	-2,690	Closed	-$250K	–	241
2014 Q4	$250K	Sell	2,690 -280	-9%	-$25.1K	0.03%	231
2014 Q3	$260K	Sell	2,970 -58	-2%	-$5.22K	0.04%	220
2014 Q2	$287K	Buy	+3,028	New	+$273K	0.04%	232
2014 Q1	–	Sell	-2,820	Closed	-$256K	–	195
2013 Q4	$256K	Hold	2,820	–	–	0.05%	195
2013 Q3	$213K	Buy	+2,820	New	+$212K	0.04%	198

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

Baker Avenue Asset Management's AXP Position: Q1 2026 in Review

Baker Avenue Asset Management increased its American Express (AXP) stake by 3.6% in Q1 2026, buying an estimated $62K and bringing the position to 5,261 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #239.

Baker Avenue Asset Management first reported a position in AXP in Q3 2013 and has held it in 40 quarters since. The position peaked at $6.05M in Q4 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Baker Avenue Asset Management held 5,261 shares of American Express worth $1.59M as of Q1 2026.
Baker Avenue Asset Management bought 185 American Express shares in Q1 2026, an estimated $62K.
American Express made up 0.04% of Baker Avenue Asset Management's portfolio in Q1 2026, its #239 holding.
Baker Avenue Asset Management first reported a position in American Express in Q3 2013 and has held it in 40 quarters since.
Baker Avenue Asset Management's American Express position peaked at $6.05M in Q4 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.