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Continuum Advisory’s American Express AXP Stock Holding History

Continuum Advisory’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 		$957K Sell
3,162
-50
-2% -$16.8K 0.09% 202
2025
Q4 		$1.19M Sell
3,212
-55
-2% -$19.7K 0.12% 162
2025
Q3 		$1.09M Sell
3,267
-25
-0.8% -$7.95K 0.11% 163
2025
Q2 		$1.05M Buy
3,292
+29
+0.9% +$8.16K 0.13% 160
2025
Q1 		$878K Buy
3,263
+161
+5% +$47.6K 0.11% 165
2024
Q4 		$921K Buy
3,102
+249
+9% +$71.5K 0.12% 161
2024
Q3 		$823K Buy
2,853
+829
+41% +$206K 0.11% 180
2024
Q2 		$469K Sell
2,024
-18
-0.9% -$4.17K 0.07% 235
2024
Q1 		$488K Sell
2,042
-1,697
-45% -$352K 0.07% 228
2023
Q4 		$701K Sell
3,739
-489
-12% -$78.7K 0.1% 226
2023
Q3 		$631K Sell
4,228
-1,830
-30% -$299K 0.1% 240
2023
Q2 		$1.06M Buy
6,058
+35
+0.6% +$5.65K 0.17% 155
2023
Q1 		$994K Sell
6,023
-909
-13% -$151K 0.17% 147
2022
Q4 		$1.02M Sell
6,932
-154
-2% -$22.8K 0.18% 147
2022
Q3 		$956K Buy
7,086
+293
+4% +$44.4K 0.17% 156
2022
Q2 		$942K Buy
6,793
+1,137
+20% +$188K 0.17% 155
2022
Q1 		$988K Buy
5,656
+3,790
+203% +$684K 0.19% 140
2021
Q4 		$305K Sell
1,866
-26
-1% -$4.43K 0.07% 241
2021
Q3 		$317K Buy
1,892
+641
+51% +$107K 0.08% 216
2021
Q2 		$207K Buy
+1,251
New +$196K 0.06% 260
2019
Q1 		– Sell
-3,536
Closed -$337K – 131
2018
Q4 		$337K Sell
3,536
-887
-20% -$92.8K 0.25% 102
2018
Q3 		$477K Sell
4,423
-40
-0.9% -$4.16K 0.32% 72
2018
Q2 		$437K Buy
4,463
+205
+5% +$20.1K 0.32% 74
2018
Q1 		$397K Buy
4,258
+373
+10% +$36.1K 0.33% 78
2017
Q4 		$386K Buy
3,885
+39
+1% +$3.71K 0.3% 99
2017
Q3 		$348K Sell
3,846
-145
-4% -$12.5K 0.31% 100
2017
Q2 		$336K Buy
3,991
+523
+15% +$41.4K 0.33% 97
2017
Q1 		$274K Buy
+3,468
New +$271K 0.33% 88

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

Continuum Advisory's AXP Position: Q1 2026 in Review

Continuum Advisory reduced its American Express (AXP) stake by 1.6% in Q1 2026, selling an estimated $16.8K and leaving 3,162 shares worth $957K. The position accounts for 0.09% of the portfolio, ranked #202.

Continuum Advisory first reported a position in AXP in Q1 2017 and has held it in 28 quarters since. The position peaked at $1.19M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Continuum Advisory held 3,162 shares of American Express worth $957K as of Q1 2026.
  • Continuum Advisory sold 50 American Express shares in Q1 2026, an estimated $16.8K.
  • American Express made up 0.09% of Continuum Advisory's portfolio in Q1 2026, its #202 holding.
  • Continuum Advisory first reported a position in American Express in Q1 2017 and has held it in 28 quarters since.
  • Continuum Advisory's American Express position peaked at $1.19M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.