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Beacon Pointe Advisors’s American Express AXP Stock Holding History

Beacon Pointe 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
2025
Q3 		– Sell
-1,600
Closed -$510K – 1388
2025
Q2 		$510K Hold
1,600
– – 0.01% 877
2025
Q1 		$430K Buy
+1,600
New +$473K ﹤0.01% 893

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

Beacon Pointe Advisors's AXP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its American Express (AXP) stake by 19% in Q1 2026, buying an estimated $4.85M and bringing the position to 90,989 shares worth $27.5M. The position accounts for 0.15% of the portfolio, ranked #142.

Beacon Pointe Advisors first reported a position in AXP in Q1 2020 and has held it in 25 quarters since. The position peaked at $28.3M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Beacon Pointe Advisors held 90,989 shares of American Express worth $27.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 14,466 American Express shares in Q1 2026, an estimated $4.85M.
  • American Express made up 0.15% of Beacon Pointe Advisors's portfolio in Q1 2026, its #142 holding.
  • Beacon Pointe Advisors first reported a position in American Express in Q1 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's American Express position peaked at $28.3M in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.