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Concurrent Investment Advisors’s American Express AXP Stock Holding History

Concurrent Investment 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 		$10.8M Sell
35,541
-10,183
-22% -$3.41M 0.12% 188
2025
Q4 		$16.9M Buy
45,724
+24,465
+115% +$8.75M 0.19% 113
2025
Q3 		$7.06M Sell
21,259
-780
-4% -$248K 0.12% 182
2025
Q2 		$7.03M Buy
22,039
+439
+2% +$124K 0.14% 162
2025
Q1 		$5.81M Buy
21,600
+1,074
+5% +$317K 0.14% 157
2024
Q4 		$6.09M Buy
20,526
+9,322
+83% +$2.68M 0.16% 129
2024
Q3 		$3.04M Buy
11,204
+731
+7% +$182K 0.09% 228
2024
Q2 		$2.43M Buy
10,473
+1,510
+17% +$350K 0.08% 235
2024
Q1 		$2.04M Sell
8,963
-5,078
-36% -$1.05M 0.08% 241
2023
Q4 		$2.63M Buy
+14,041
New +$2.26M 0.12% 181

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

Concurrent Investment Advisors's AXP Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its American Express (AXP) stake by 22% in Q1 2026, selling an estimated $3.41M and leaving 35,541 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #188.

Concurrent Investment Advisors first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.9M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Concurrent Investment Advisors held 35,541 shares of American Express worth $10.8M as of Q1 2026.
  • Concurrent Investment Advisors sold 10,183 American Express shares in Q1 2026, an estimated $3.41M.
  • American Express made up 0.12% of Concurrent Investment Advisors's portfolio in Q1 2026, its #188 holding.
  • Concurrent Investment Advisors first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's American Express position peaked at $16.9M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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