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Custom Index Systems’s American Express AXP Stock Holding History

Custom Index Systems’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 		$684K Sell
2,262
-5
-0.2% -$1.68K 0.3% 97
2025
Q4 		$839K Sell
2,267
-932
-29% -$334K 0.37% 76
2025
Q3 		$1.06M Buy
3,199
+1,919
+150% +$610K 0.32% 92
2025
Q2 		$408K Sell
1,280
-530
-29% -$149K 0.19% 162
2025
Q1 		$487K Sell
1,810
-824
-31% -$244K 0.25% 118
2024
Q4 		$782K Sell
2,634
-39
-1% -$11.2K 0.42% 67
2024
Q3 		$725K Buy
2,673
+1,166
+77% +$290K 0.39% 77
2024
Q2 		$349K Sell
1,507
-1,738
-54% -$403K 0.2% 153
2024
Q1 		$739K Buy
3,245
+228
+8% +$47.3K 0.42% 50
2023
Q4 		$565K Buy
+3,017
New +$486K 0.35% 62

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

Custom Index Systems's AXP Position: Q1 2026 in Review

Custom Index Systems reduced its American Express (AXP) stake by 0.22% in Q1 2026, selling an estimated $1.68K and leaving 2,262 shares worth $684K. The position accounts for 0.3% of the portfolio, ranked #97.

Custom Index Systems first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Custom Index Systems held 2,262 shares of American Express worth $684K as of Q1 2026.
  • Custom Index Systems sold 5 American Express shares in Q1 2026, an estimated $1.68K.
  • American Express made up 0.3% of Custom Index Systems's portfolio in Q1 2026, its #97 holding.
  • Custom Index Systems first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Custom Index Systems's American Express position peaked at $1.06M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.