Betterment LLC
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Betterment LLC’s American Express AXP Stock Holding History

Betterment LLC’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 		– Sell
-793
Closed -$293K – 616
2025
Q4 		$293K Buy
793
+107
+16% +$38.3K ﹤0.01% 502
2025
Q3 		$228K Buy
686
+26
+4% +$8.27K ﹤0.01% 496
2025
Q2 		$211K Sell
660
-255
-28% -$71.8K ﹤0.01% 488
2025
Q1 		$246K Sell
915
-29
-3% -$8.57K ﹤0.01% 427
2024
Q4 		$280K Buy
+944
New +$271K ﹤0.01% 398

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Betterment LLC's AXP Position: Q1 2026 in Review

Betterment LLC sold out of American Express (AXP) in Q1 2026, closing a stake of 793 shares — an estimated $293K sold.

Betterment LLC first reported a position in AXP in Q4 2024 and held it in 5 quarters. The position peaked at $293K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Betterment LLC reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Betterment LLC sold 793 American Express shares in Q1 2026, an estimated $293K.
  • Betterment LLC first reported a position in American Express in Q4 2024 and held it in 5 quarters.
  • Betterment LLC's American Express position peaked at $293K in Q4 2025.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.