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CSM Advisors’s American Express AXP Stock Holding History

CSM 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 		$454K Sell
1,500
-130
-8% -$43.6K 0.01% 372
2025
Q4 		$603K Sell
1,630
-7,900
-83% -$2.83M 0.02% 361
2025
Q3 		$3.17M Sell
9,530
-10,110
-51% -$3.22M 0.09% 256
2025
Q2 		$6.26M Buy
19,640
+790
+4% +$222K 0.18% 135
2025
Q1 		$5.07M Sell
18,850
-975
-5% -$288K 0.28% 70
2024
Q4 		$5.89M Buy
19,825
+455
+2% +$131K 0.28% 72
2024
Q3 		$5.25M Sell
19,370
-135
-0.7% -$33.6K 0.34% 78
2024
Q2 		$4.52M Hold
19,505
– – 0.32% 72
2024
Q1 		$4.44M Buy
19,505
+970
+5% +$201K 0.29% 78
2023
Q4 		$3.47M Sell
18,535
-104
-0.6% -$16.7K 0.25% 79
2023
Q3 		$2.78M Hold
18,639
– – 0.24% 74
2023
Q2 		$3.25M Hold
18,639
– – 0.25% 79
2023
Q1 		$3.07M Buy
18,639
+5,600
+43% +$929K 0.27% 73
2022
Q4 		$1.93M Buy
13,039
+850
+7% +$126K 0.18% 84
2022
Q3 		$1.64M Buy
12,189
+130
+1% +$19.7K 0.18% 81
2022
Q2 		$1.67M Buy
12,059
+510
+4% +$84.2K 0.15% 77
2022
Q1 		$2.16M Sell
11,549
-915
-7% -$165K 0.15% 81
2021
Q4 		$2.04M Buy
12,464
+155
+1% +$26.4K 0.13% 84
2021
Q3 		$2.06M Buy
12,309
+500
+4% +$83.6K 0.15% 76
2021
Q2 		$1.95M Hold
11,809
– – 0.13% 79
2021
Q1 		$1.67M Buy
+11,809
New +$1.56M 0.23% 55

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

CSM Advisors's AXP Position: Q1 2026 in Review

CSM Advisors reduced its American Express (AXP) stake by 8% in Q1 2026, selling an estimated $43.6K and leaving 1,500 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #372.

CSM Advisors first reported a position in AXP in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.26M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • CSM Advisors held 1,500 shares of American Express worth $454K as of Q1 2026.
  • CSM Advisors sold 130 American Express shares in Q1 2026, an estimated $43.6K.
  • American Express made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #372 holding.
  • CSM Advisors first reported a position in American Express in Q1 2021 and has held it in 21 quarters since.
  • CSM Advisors's American Express position peaked at $6.26M in Q2 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.