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Claris Financial’s American Express AXP Stock Holding History

Claris Financial’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 		$355K Buy
1,173
+2
+0.2% +$671 0.19% 112
2025
Q4 		$433K Buy
1,171
+135
+13% +$48.3K 0.23% 97
2025
Q3 		$344K Buy
1,036
+68
+7% +$21.6K 0.2% 106
2025
Q2 		$309K Buy
968
+4
+0.4% +$1.13K 0.23% 101
2025
Q1 		$286K Hold
964
– – 0.19% 119
2024
Q4 		$286K Buy
+964
New +$277K 0.19% 119

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 Financial's AXP Position: Q1 2026 in Review

Claris Financial increased its American Express (AXP) stake by 0.17% in Q1 2026, buying an estimated $671 and bringing the position to 1,173 shares worth $355K. The position accounts for 0.19% of the portfolio, ranked #112.

Claris Financial first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $433K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Claris Financial held 1,173 shares of American Express worth $355K as of Q1 2026.
  • Claris Financial bought 2 American Express shares in Q1 2026, an estimated $671.
  • American Express made up 0.19% of Claris Financial's portfolio in Q1 2026, its #112 holding.
  • Claris Financial first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's American Express position peaked at $433K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.