Clearstead Advisors’s American Express AXP Stock Holding History

Clearstead 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	$13.8M	Sell	45,588 -1,980	-4%	-$664K	0.13%	136
2025 Q4	$17.6M	Buy	47,568 +150	+0.3%	+$53.7K	0.22%	95
2025 Q3	$15.8M	Buy	47,418 +352	+0.7%	+$112K	0.21%	101
2025 Q2	$15M	Buy	47,066 +299	+0.6%	+$84.2K	0.21%	100
2025 Q1	$12.6M	Buy	46,767 +3,873	+9%	+$1.14M	0.2%	105
2024 Q4	$12.7M	Sell	42,894 -4,041	-9%	-$1.16M	0.19%	112
2024 Q3	$12.7M	Buy	46,935 +613	+1%	+$153K	0.2%	109
2024 Q2	$10.7M	Buy	46,322 +16,764	+57%	+$3.88M	0.18%	113
2024 Q1	$7.05M	Sell	29,558 -409	-1%	-$84.8K	0.35%	59
2023 Q4	$5.61M	Sell	29,967 -33,225	-53%	-$5.35M	0.3%	68
2023 Q3	$9.43M	Buy	63,192 +32,189	+104%	+$5.27M	0.27%	78
2023 Q2	$5.4M	Buy	31,003 +11,707	+61%	+$1.89M	0.33%	61
2023 Q1	$3.18M	Buy	19,296 +666	+4%	+$110K	0.23%	89
2022 Q4	$2.75M	Buy	18,630 +262	+1%	+$38.8K	0.22%	90
2022 Q3	$2.48M	Sell	18,368 -731	-4%	-$111K	0.23%	88
2022 Q2	$2.65M	Buy	19,099 +394	+2%	+$65.1K	0.21%	98
2022 Q1	$3.5M	Buy	18,705 +1,282	+7%	+$232K	0.24%	81
2021 Q4	$2.85M	Sell	17,423 -300	-2%	-$51.2K	0.19%	98
2021 Q3	$2.97M	Sell	17,723 -1,083	-6%	-$181K	0.22%	91
2021 Q2	$3.11M	Sell	18,806 -560	-3%	-$87.7K	0.24%	86
2021 Q1	$2.74M	Sell	19,366 -1,215	-6%	-$161K	0.23%	87
2020 Q4	$2.49M	Buy	20,581 +479	+2%	+$53K	0.23%	86
2020 Q3	$2.02M	Sell	20,102 -8,760	-30%	-$862K	0.22%	88
2020 Q2	$2.75M	Buy	28,862 +9,906	+52%	+$912K	0.32%	65
2020 Q1	$1.62M	Sell	18,956 -555	-3%	-$64.6K	0.24%	80
2019 Q4	$2.43M	Sell	19,511 -893	-4%	-$107K	0.29%	73
2019 Q3	$2.41M	Buy	20,404 +416	+2%	+$51K	0.32%	64
2019 Q2	$2.47M	Sell	19,988 -30	-0.1%	-$3.52K	0.33%	64
2019 Q1	$2.19M	Buy	20,018 +320	+2%	+$33.6K	0.3%	67
2018 Q4	$1.88M	Buy	19,698 +1,666	+9%	+$174K	0.29%	70
2018 Q3	$1.92M	Hold	18,032	–	–	0.26%	68
2018 Q2	$1.77M	Hold	18,032	–	–	0.25%	68
2018 Q1	$1.68M	Sell	18,032 -3,089	-15%	-$299K	0.24%	71
2017 Q4	$2.1M	Buy	21,121 +375	+2%	+$35.7K	0.28%	64
2017 Q3	$1.88M	Sell	20,746 -148	-0.7%	-$12.7K	0.24%	75
2017 Q2	$1.76M	Sell	20,894 -1,052	-5%	-$83.2K	0.26%	74
2017 Q1	$1.74M	Sell	21,946 -249	-1%	-$19.5K	0.25%	71
2016 Q4	$1.64M	Buy	+22,195	New	+$1.54M	0.27%	63

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Clearstead Advisors's AXP Position: Q1 2026 in Review

Clearstead Advisors reduced its American Express (AXP) stake by 4.2% in Q1 2026, selling an estimated $664K and leaving 45,588 shares worth $13.8M. The position accounts for 0.13% of the portfolio, ranked #136.

Clearstead Advisors first reported a position in AXP in Q4 2016 and has held it in 38 quarters since. The position peaked at $17.6M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Clearstead Advisors held 45,588 shares of American Express worth $13.8M as of Q1 2026.
Clearstead Advisors sold 1,980 American Express shares in Q1 2026, an estimated $664K.
American Express made up 0.13% of Clearstead Advisors's portfolio in Q1 2026, its #136 holding.
Clearstead Advisors first reported a position in American Express in Q4 2016 and has held it in 38 quarters since.
Clearstead Advisors's American Express position peaked at $17.6M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.