Cresset Asset Management’s American Express AXP Stock Holding History

Cresset Asset Management’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	$15M	Buy	49,621 +733	+1%	+$246K	0.06%	196
2025 Q4	$18.1M	Sell	48,888 -140	-0.3%	-$50.1K	0.08%	160
2025 Q3	$16.3M	Buy	49,028 +444	+0.9%	+$141K	0.07%	166
2025 Q2	$15.5M	Sell	48,584 -4,910	-9%	-$1.38M	0.08%	159
2025 Q1	$14.4M	Sell	53,494 -2,567	-5%	-$759K	0.07%	171
2024 Q4	$16.6M	Sell	56,061 -45,806	-45%	-$13.2M	0.08%	154
2024 Q3	$27.6M	Buy	101,867 +3,361	+3%	+$837K	0.11%	129
2024 Q2	$22.8M	Buy	98,506 +15,171	+18%	+$3.51M	0.1%	144
2024 Q1	$19M	Buy	83,335 +9,992	+14%	+$2.07M	0.09%	151
2023 Q4	$13.7M	Buy	73,343 +1,412	+2%	+$227K	0.08%	168
2023 Q3	$10.7M	Buy	71,931 +3,424	+5%	+$560K	0.04%	201
2023 Q2	$11.9M	Buy	68,507 +49,671	+264%	+$8.01M	0.01%	241
2023 Q1	$3.11M	Sell	18,836 -549	-3%	-$91.1K	0.06%	176
2022 Q4	$1.82M	Sell	19,385 -1,075	-5%	-$159K	0.02%	211
2022 Q3	$2.76M	Sell	20,460 -3,756	-16%	-$569K	0.03%	179
2022 Q2	$3.36M	Buy	24,216 +1,237	+5%	+$204K	0.04%	159
2022 Q1	$4.3M	Sell	22,979 -400	-2%	-$72.2K	0.04%	143
2021 Q4	$3.83M	Sell	23,379 -3,788	-14%	-$646K	0.04%	181
2021 Q3	$4.55M	Buy	27,167 +1,093	+4%	+$183K	0.06%	122
2021 Q2	$4.31M	Buy	26,074 +16,263	+166%	+$2.55M	0.06%	122
2021 Q1	$1.39M	Sell	9,811 -7,078	-42%	-$935K	0.02%	226
2020 Q4	$2.04M	Buy	16,889 +1,131	+7%	+$125K	0.03%	163
2020 Q3	$1.58M	Buy	15,758 +525	+3%	+$51.6K	0.03%	184
2020 Q2	$1.45M	Sell	15,233 -5,766	-27%	-$531K	0.03%	181
2020 Q1	$1.8M	Sell	20,999 -5,232	-20%	-$609K	0.05%	125
2019 Q4	$3.27M	Buy	26,231 +15,796	+151%	+$1.89M	0.09%	102
2019 Q3	$1.23M	Buy	10,435 +3,000	+40%	+$368K	0.04%	170
2019 Q2	$918K	Buy	7,435 +473	+7%	+$55.6K	0.03%	183
2019 Q1	$761K	Buy	6,962 +2,012	+41%	+$211K	0.03%	134
2018 Q4	$472K	Buy	+4,950	New	+$518K	0.03%	128

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

Cresset Asset Management's AXP Position: Q1 2026 in Review

Cresset Asset Management increased its American Express (AXP) stake by 1.5% in Q1 2026, buying an estimated $246K and bringing the position to 49,621 shares worth $15M. The position accounts for 0.06% of the portfolio, ranked #196.

Cresset Asset Management first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.6M in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Cresset Asset Management held 49,621 shares of American Express worth $15M as of Q1 2026.
Cresset Asset Management bought 733 American Express shares in Q1 2026, an estimated $246K.
American Express made up 0.06% of Cresset Asset Management's portfolio in Q1 2026, its #196 holding.
Cresset Asset Management first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's American Express position peaked at $27.6M in Q3 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.