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Claro Advisors’s American Express AXP Stock Holding History

Claro 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 		$616K Buy
2,038
+870
+74% +$292K 0.07% 201
2025
Q4 		$432K Buy
1,168
+12
+1% +$4.29K 0.06% 251
2025
Q3 		$384K Sell
1,156
-55
-5% -$17.5K 0.06% 268
2025
Q2 		$386K Sell
1,211
-1,367
-53% -$385K 0.06% 249
2025
Q1 		$694K Buy
2,578
+485
+23% +$143K 0.09% 203
2024
Q4 		$621K Sell
2,093
-116
-5% -$33.3K 0.08% 215
2024
Q3 		$599K Buy
2,209
+165
+8% +$41.1K 0.08% 240
2024
Q2 		$473K Buy
2,044
+527
+35% +$122K 0.07% 242
2024
Q1 		$345K Buy
1,517
+161
+12% +$33.4K 0.06% 293
2023
Q4 		$254K Buy
+1,356
New +$218K 0.06% 319
2023
Q3 		– Sell
-1,212
Closed -$211K – 372
2023
Q2 		$211K Buy
+1,212
New +$196K 0.05% 336
2019
Q1 		– Sell
-767
Closed -$82K – 211
2018
Q4 		$82K Buy
+767
New +$80.3K 0.07% 259

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

Claro Advisors's AXP Position: Q1 2026 in Review

Claro Advisors increased its American Express (AXP) stake by 74% in Q1 2026, buying an estimated $292K and bringing the position to 2,038 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #201.

Claro Advisors first reported a position in AXP in Q4 2018 and has held it in 12 quarters since. The position peaked at $694K in Q1 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Claro Advisors held 2,038 shares of American Express worth $616K as of Q1 2026.
  • Claro Advisors bought 870 American Express shares in Q1 2026, an estimated $292K.
  • American Express made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #201 holding.
  • Claro Advisors first reported a position in American Express in Q4 2018 and has held it in 12 quarters since.
  • Claro Advisors's American Express position peaked at $694K in Q1 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.