CA
AXP icon

Claris Advisors’s American Express AXP Stock Holding History

Claris 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
2026
Q1 		– Sell
-701
Closed -$259K – 71
2025
Q4 		$259K Buy
701
+59
+9% +$21.1K 0.08% 60
2025
Q3 		$205K Hold
642
– – 0.07% 70
2025
Q2 		$205K Sell
642
-1,577
-71% -$444K 0.07% 70
2025
Q1 		$597K Buy
2,219
+1
+0% +$296 0.22% 41
2024
Q4 		$658K Buy
2,218
+1,177
+113% +$338K 0.25% 36
2024
Q3 		$282K Hold
1,041
– – 0.12% 47
2024
Q2 		$241K Buy
1,041
+18
+2% +$4.17K 0.12% 48
2024
Q1 		$233K Buy
+1,023
New +$212K 0.12% 51
2023
Q1 		– Sell
-2,694
Closed -$398K – 42
2022
Q4 		$398K Sell
2,694
-15
-0.6% -$2.22K 0.38% 25
2022
Q3 		$365K Buy
2,709
+1
+0% +$151 0.42% 21
2022
Q2 		$375K Buy
2,708
+1
+0% +$165 0.41% 22
2022
Q1 		$506K Hold
2,707
– – 0.54% 17
2021
Q4 		$443K Buy
+2,707
New +$462K 0.47% 21

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

Claris Advisors's AXP Position: Q1 2026 in Review

Claris Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 701 shares — an estimated $259K sold.

Claris Advisors first reported a position in AXP in Q4 2021 and held it in 13 quarters. The position peaked at $658K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Claris Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Claris Advisors sold 701 American Express shares in Q1 2026, an estimated $259K.
  • Claris Advisors first reported a position in American Express in Q4 2021 and held it in 13 quarters.
  • Claris Advisors's American Express position peaked at $658K in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.