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Crewe Advisors’s American Express AXP Stock Holding History

Crewe Advisors’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 		$1.71M Buy
5,663
+31
+0.6% +$10.4K 0.15% 67
2025
Q4 		$2.08M Sell
5,632
-2
-0% -$716 0.18% 54
2025
Q3 		$1.87M Buy
5,634
+170
+3% +$54.1K 0.18% 58
2025
Q2 		$1.74M Buy
5,464
+7
+0.1% +$1.97K 0.25% 47
2025
Q1 		$1.47M Sell
5,457
-66
-1% -$19.5K 0.21% 47
2024
Q4 		$1.64M Sell
5,523
-5
-0.1% -$1.44K 0.23% 43
2024
Q3 		$1.5M Sell
5,528
-16
-0.3% -$3.98K 0.17% 47
2024
Q2 		$1.28M Sell
5,544
-51
-0.9% -$11.8K 0.14% 65
2024
Q1 		$1.27M Buy
+5,595
New +$1.16M 0.15% 59
2023
Q3 		– Sell
-5,417
Closed -$944K – 614
2023
Q2 		$944K Sell
5,417
-280
-5% -$45.2K 0.13% 53
2023
Q1 		$940K Sell
5,697
-20
-0.3% -$3.32K 0.14% 53
2022
Q4 		$845K Buy
5,717
+37
+0.7% +$5.48K 0.13% 55
2022
Q3 		$766K Buy
5,680
+57
+1% +$8.63K 0.14% 52
2022
Q2 		$779K Buy
5,623
+218
+4% +$36K 0.17% 40
2022
Q1 		$1.01M Buy
5,405
+4,429
+454% +$800K 0.2% 32
2021
Q4 		$160K Buy
976
+750
+332% +$128K 0.03% 103
2021
Q3 		$38K Hold
226
– – 0.01% 169
2021
Q2 		$37K Sell
226
-19
-8% -$2.98K 0.01% 174
2021
Q1 		$35K Hold
245
– – 0.01% 170
2020
Q4 		$30K Sell
245
-31
-11% -$3.43K 0.01% 173
2020
Q3 		$28K Buy
276
+31
+13% +$3.05K 0.01% 162
2020
Q2 		$23K Hold
245
– – 0.01% 136
2020
Q1 		$21K Sell
245
-407
-62% -$47.4K 0.01% 125
2019
Q4 		$81K Buy
652
+407
+166% +$48.6K 0.04% 87
2019
Q3 		$29K Buy
245
+1
+0.4% +$123 0.01% 144
2019
Q2 		$30K Buy
244
+1
+0.4% +$117 0.01% 165
2019
Q1 		$27K Buy
243
+1
+0.4% +$105 0.01% 145
2018
Q4 		$23K Buy
242
+1
+0.4% +$105 0.01% 155
2018
Q3 		$26K Buy
+241
New +$25.1K 0.02% 162

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

Crewe Advisors's AXP Position: Q1 2026 in Review

Crewe Advisors increased its American Express (AXP) stake by 0.55% in Q1 2026, buying an estimated $10.4K and bringing the position to 5,663 shares worth $1.71M. The position accounts for 0.15% of the portfolio, ranked #67.

Crewe Advisors first reported a position in AXP in Q3 2018 and has held it in 29 quarters since. The position peaked at $2.08M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Crewe Advisors held 5,663 shares of American Express worth $1.71M as of Q1 2026.
  • Crewe Advisors bought 31 American Express shares in Q1 2026, an estimated $10.4K.
  • American Express made up 0.15% of Crewe Advisors's portfolio in Q1 2026, its #67 holding.
  • Crewe Advisors first reported a position in American Express in Q3 2018 and has held it in 29 quarters since.
  • Crewe Advisors's American Express position peaked at $2.08M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.