Clifford Group’s American Express AXP Stock Holding History

Clifford Group’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	$353K	Buy	1,166 +30	+3%	+$10.1K	0.27%	52
2025 Q4	$420K	Hold	1,136	–	–	0.32%	47
2025 Q3	$377K	Hold	1,136	–	–	0.29%	50
2025 Q2	$362K	Hold	1,136	–	–	0.3%	46
2025 Q1	$306K	Hold	1,136	–	–	0.29%	54
2024 Q4	$337K	Hold	1,136	–	–	0.26%	54
2024 Q3	$308K	Hold	1,136	–	–	0.24%	61
2024 Q2	$263K	Hold	1,136	–	–	0.21%	66
2024 Q1	$259K	Hold	1,136	–	–	0.21%	66
2023 Q4	$213K	Buy	+1,136	New	+$183K	0.2%	73

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

Clifford Group's AXP Position: Q1 2026 in Review

Clifford Group increased its American Express (AXP) stake by 2.6% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,166 shares worth $353K. The position accounts for 0.27% of the portfolio, ranked #52.

Clifford Group first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $420K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Clifford Group held 1,166 shares of American Express worth $353K as of Q1 2026.
Clifford Group bought 30 American Express shares in Q1 2026, an estimated $10.1K.
American Express made up 0.27% of Clifford Group's portfolio in Q1 2026, its #52 holding.
Clifford Group first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Clifford Group's American Express position peaked at $420K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.