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Convergence Investment Partners’s American Express AXP Stock Holding History

Convergence Investment Partners’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 		$315K Sell
1,040
-47
-4% -$15.8K 0.05% 216
2025
Q4 		$402K Sell
1,087
-37
-3% -$13.2K 0.08% 212
2025
Q3 		$373K Sell
1,124
-28
-2% -$8.91K 0.08% 212
2025
Q2 		$367K Sell
1,152
-45
-4% -$12.7K 0.09% 198
2025
Q1 		$322K Sell
1,197
-160
-12% -$47.3K 0.09% 209
2024
Q4 		$403K Sell
1,357
-9
-0.7% -$2.59K 0.09% 197
2024
Q3 		$370K Sell
1,366
-3,892
-74% -$969K 0.1% 192
2024
Q2 		$1.22M Buy
5,258
+3,949
+302% +$915K 0.36% 82
2024
Q1 		$298K Sell
1,309
-7
-0.5% -$1.45K 0.11% 200
2023
Q4 		$246K Buy
+1,316
New +$212K 0.13% 160
2023
Q3 		– Sell
-1,320
Closed -$230K – 164
2023
Q2 		$230K Sell
1,320
-59
-4% -$9.52K 0.13% 149
2023
Q1 		$228K Sell
1,379
-14
-1% -$2.32K 0.13% 152
2022
Q4 		$206K Sell
1,393
-102
-7% -$15.1K 0.12% 163
2022
Q3 		$202K Sell
1,495
-1,326
-47% -$201K 0.13% 157
2022
Q2 		$391K Buy
2,821
+1,236
+78% +$204K 0.24% 101
2022
Q1 		$296K Sell
1,585
-8
-0.5% -$1.45K 0.15% 137
2021
Q4 		$261K Sell
1,593
-65
-4% -$11.1K 0.13% 152
2021
Q3 		$278K Sell
1,658
-422
-20% -$70.6K 0.15% 148
2021
Q2 		$344K Sell
2,080
-94
-4% -$14.7K 0.15% 147
2021
Q1 		$307K Sell
2,174
-33
-1% -$4.36K 0.14% 149
2020
Q4 		$267K Buy
2,207
+21
+1% +$2.33K 0.13% 147
2020
Q3 		$219K Sell
2,186
-13
-0.6% -$1.28K 0.08% 224
2020
Q2 		$209K Buy
+2,199
New +$202K 0.07% 208
2020
Q1 		– Sell
-2,379
Closed -$296K – 213
2019
Q4 		$296K Sell
2,379
-28
-1% -$3.35K 0.08% 194
2019
Q3 		$285K Sell
2,407
-10,104
-81% -$1.24M 0.08% 193
2019
Q2 		$1.54M Buy
12,511
+10,103
+420% +$1.19M 0.37% 104
2019
Q1 		$263K Buy
2,408
+31
+1% +$3.26K 0.06% 236
2018
Q4 		$227K Buy
2,377
+233
+11% +$24.4K 0.05% 286
2018
Q3 		$228K Buy
2,144
+79
+4% +$8.22K 0.05% 294
2018
Q2 		$202K Buy
2,065
+49
+2% +$4.82K 0.03% 299
2018
Q1 		$188K Buy
+2,016
New +$195K 0.02% 293
2017
Q3 		– Sell
-2,456
Closed -$207K – 327
2017
Q2 		$207K Buy
+2,456
New +$194K 0.03% 335
2016
Q4 		– Sell
-37,770
Closed -$2.42M – 314
2016
Q3 		$2.42M Sell
37,770
-45,193
-54% -$2.9M 0.36% 100
2016
Q2 		$5.04M Sell
82,963
-2,858
-3% -$181K 0.69% 27
2016
Q1 		$5.27M Buy
+85,821
New +$4.99M 0.63% 33
2014
Q3 		– Sell
-2,430
Closed -$231K – 366
2014
Q2 		$231K Buy
2,430
+104
+4% +$9.38K 0.03% 339
2014
Q1 		$209K Buy
2,326
+53
+2% +$4.73K 0.03% 343
2013
Q4 		$206K Buy
+2,273
New +$187K 0.03% 357

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

Convergence Investment Partners's AXP Position: Q1 2026 in Review

Convergence Investment Partners reduced its American Express (AXP) stake by 4.3% in Q1 2026, selling an estimated $15.8K and leaving 1,040 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #216.

Convergence Investment Partners first reported a position in AXP in Q4 2013 and has held it in 38 quarters since. The position peaked at $5.27M in Q1 2016. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Convergence Investment Partners held 1,040 shares of American Express worth $315K as of Q1 2026.
  • Convergence Investment Partners sold 47 American Express shares in Q1 2026, an estimated $15.8K.
  • American Express made up 0.05% of Convergence Investment Partners's portfolio in Q1 2026, its #216 holding.
  • Convergence Investment Partners first reported a position in American Express in Q4 2013 and has held it in 38 quarters since.
  • Convergence Investment Partners's American Express position peaked at $5.27M in Q1 2016.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.