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DCM Advisors’s American Express AXP Stock Holding History

DCM 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 		$7.74M Sell
25,788
-115
-0.4% -$38.6K 3.52% 16
2025
Q4 		$9.51M Sell
25,903
-5,273
-17% -$1.89M 3.95% 11
2025
Q3 		$10.3M Sell
31,176
-1,423
-4% -$453K 4.34% 8
2025
Q2 		$10.3M Buy
32,599
+2,202
+7% +$620K 4.43% 7
2025
Q1 		$8.11M Sell
30,397
-2,207
-7% -$652K 4.33% 8
2024
Q4 		$9.65M Buy
32,604
+2,274
+7% +$653K 4.53% 7
2024
Q3 		$8.23M Buy
30,330
+1
+0% +$249 4.14% 6
2024
Q2 		$7.02M Sell
30,329
-4,381
-13% -$1.01M 3.71% 9
2024
Q1 		$7.9M Sell
34,710
-2,538
-7% -$526K 3.26% 10
2023
Q4 		$6.98M Sell
37,248
-97
-0.3% -$15.6K 2.5% 16
2023
Q3 		$5.57M Buy
37,345
+3
+0% +$491 2.52% 16
2023
Q2 		$6.5M Buy
37,342
+280
+0.8% +$45.2K 2.79% 13
2023
Q1 		$6.11M Sell
37,062
-26
-0.1% -$4.31K 2.85% 15
2022
Q4 		$5.48M Buy
37,088
+17,117
+86% +$2.54M 2.66% 18
2022
Q3 		$2.69M Sell
19,971
-756
-4% -$114K 1.35% 18
2022
Q2 		$2.87M Buy
20,727
+1,183
+6% +$195K 1.24% 18
2022
Q1 		$3.65M Sell
19,544
-1,317
-6% -$238K 1.29% 16
2021
Q4 		$3.41M Buy
20,861
+7,168
+52% +$1.22M 1.01% 25
2021
Q3 		$2.29M Buy
+13,693
New +$2.29M 0.88% 18

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

DCM Advisors's AXP Position: Q1 2026 in Review

DCM Advisors reduced its American Express (AXP) stake by 0.44% in Q1 2026, selling an estimated $38.6K and leaving 25,788 shares worth $7.74M. The position accounts for 3.52% of the portfolio, ranked #16.

DCM Advisors first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q2 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • DCM Advisors held 25,788 shares of American Express worth $7.74M as of Q1 2026.
  • DCM Advisors sold 115 American Express shares in Q1 2026, an estimated $38.6K.
  • American Express made up 3.52% of DCM Advisors's portfolio in Q1 2026, its #16 holding.
  • DCM Advisors first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
  • DCM Advisors's American Express position peaked at $10.3M in Q2 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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