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
2023 Q3	–	Sell	-670,000	Closed	-$116M	–	1820
2023 Q2	$116M	Buy	+670,000	New	+$108M	0.14%	54

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.