CFAM
AXP icon

Center For Asset Management’s American Express AXP Stock Holding History

Center For 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 		$242K Sell
799
-6
-0.7% -$2.01K 0.12% 129
2025
Q4 		$298K Hold
805
– – 0.16% 116
2025
Q3 		$267K Hold
805
– – 0.14% 111
2025
Q2 		$239K Hold
805
– – 0.15% 112
2025
Q1 		$217K Buy
+805
New +$238K 0.13% 123
2024
Q4 		– Sell
-805
Closed -$218K – 125
2024
Q3 		$218K Buy
+805
New +$200K 0.13% 116

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

Center For Asset Management's AXP Position: Q1 2026 in Review

Center For Asset Management reduced its American Express (AXP) stake by 0.75% in Q1 2026, selling an estimated $2.01K and leaving 799 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #129.

Center For Asset Management first reported a position in AXP in Q3 2024 and has held it in 6 quarters since. The position peaked at $298K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Center For Asset Management held 799 shares of American Express worth $242K as of Q1 2026.
  • Center For Asset Management sold 6 American Express shares in Q1 2026, an estimated $2.01K.
  • American Express made up 0.12% of Center For Asset Management's portfolio in Q1 2026, its #129 holding.
  • Center For Asset Management first reported a position in American Express in Q3 2024 and has held it in 6 quarters since.
  • Center For Asset Management's American Express position peaked at $298K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.