Coppell Advisory Solutions’s American Express AXP Stock Holding History

Coppell Advisory Solutions’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	$215K	Buy	724 +154	+27%	+$51.6K	0.13%	38
2025 Q4	$213K	Buy	+570	New	+$204K	0.02%	374
2025 Q1	–	Sell	-298	Closed	-$88.6K	–	454
2024 Q4	$88.6K	Buy	298 +13	+5%	+$3.73K	0.01%	445
2024 Q3	$77.3K	Buy	285 +47	+20%	+$11.7K	0.01%	447
2024 Q2	$55.1K	Buy	+238	New	+$55.1K	0.01%	474
2023 Q4	$39.2K	Buy	209 +119	+132%	+$19.2K	0.01%	550
2023 Q3	$13.3K	Sell	90 -513	-85%	-$83.9K	﹤0.01%	564
2023 Q2	$104K	Buy	+603	New	+$97.3K	0.03%	262
2023 Q1	–	Sell	-90	Closed	-$13.3K	–	262
2022 Q4	$13.3K	Buy	+90	New	+$13.3K	﹤0.01%	567

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

Coppell Advisory Solutions's AXP Position: Q1 2026 in Review

Coppell Advisory Solutions increased its American Express (AXP) stake by 27% in Q1 2026, buying an estimated $51.6K and bringing the position to 724 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #38.

Coppell Advisory Solutions first reported a position in AXP in Q4 2022 and has held it in 9 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Coppell Advisory Solutions held 724 shares of American Express worth $215K as of Q1 2026.
Coppell Advisory Solutions bought 154 American Express shares in Q1 2026, an estimated $51.6K.
American Express made up 0.13% of Coppell Advisory Solutions's portfolio in Q1 2026, its #38 holding.
Coppell Advisory Solutions first reported a position in American Express in Q4 2022 and has held it in 9 quarters since.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.