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Breakthru Advisory Services’s American Express AXP Stock Holding History

Breakthru Advisory Services’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
-663
Closed -$245K – 60
2025
Q4 		$245K Buy
663
+11
+2% +$3.94K 0.16% 55
2025
Q3 		$217K Buy
+652
New +$207K 0.14% 58

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

Breakthru Advisory Services's AXP Position: Q1 2026 in Review

Breakthru Advisory Services sold out of American Express (AXP) in Q1 2026, closing a stake of 663 shares — an estimated $245K sold.

Breakthru Advisory Services first reported a position in AXP in Q3 2025 and held it in 2 quarters. The position peaked at $245K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Breakthru Advisory Services reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 663 American Express shares in Q1 2026, an estimated $245K.
  • Breakthru Advisory Services first reported a position in American Express in Q3 2025 and held it in 2 quarters.
  • Breakthru Advisory Services's American Express position peaked at $245K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.