Donoghue Forlines’s American Express AXP Stock Holding History

Donoghue Forlines’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	–	Sell	-771	Closed	-$285K	–	123
2025 Q4	$285K	Buy	+771	New	+$276K	0.09%	108
2024 Q4	–	Sell	-10,603	Closed	-$2.88M	–	118
2024 Q3	$2.88M	Buy	10,603 +1,729	+19%	+$431K	0.82%	18
2024 Q2	$2.05M	Buy	8,874 +5,995	+208%	+$1.39M	0.58%	27
2024 Q1	$656K	Sell	2,879 -686	-19%	-$142K	0.19%	130
2023 Q4	$668K	Sell	3,565 -1,165	-25%	-$188K	0.21%	120
2023 Q3	$706K	Buy	+4,730	New	+$774K	0.25%	119
2023 Q2	–	Sell	-2,626	Closed	-$433K	–	242
2023 Q1	$433K	Buy	+2,626	New	+$436K	0.16%	155
2022 Q4	–	Sell	-4,512	Closed	-$609K	–	225
2022 Q3	$609K	Buy	4,512 +337	+8%	+$51K	0.22%	81
2022 Q2	$579K	Buy	4,175 +245	+6%	+$40.5K	0.15%	190
2022 Q1	$735K	Buy	+3,930	New	+$710K	0.16%	212
2017 Q4	–	Sell	-27,167	Closed	-$2.46M	–	117
2017 Q3	$2.46M	Buy	+27,167	New	+$2.33M	0.26%	57

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Donoghue Forlines's AXP Position: Q1 2026 in Review

Donoghue Forlines sold out of American Express (AXP) in Q1 2026, closing a stake of 771 shares — an estimated $285K sold.

Donoghue Forlines first reported a position in AXP in Q3 2017 and held it in 11 quarters. The position peaked at $2.88M in Q3 2024. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Donoghue Forlines reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Donoghue Forlines sold 771 American Express shares in Q1 2026, an estimated $285K.
Donoghue Forlines first reported a position in American Express in Q3 2017 and held it in 11 quarters.
Donoghue Forlines's American Express position peaked at $2.88M in Q3 2024.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.