D'Orazio & Associates’s American Express AXP Stock Holding History

D'Orazio & Associates’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	$344K	Sell	1,138 -60	-5%	-$20.1K	0.04%	173
2025 Q4	$443K	Buy	1,198 +62	+5%	+$22.2K	0.06%	129
2025 Q3	$377K	Buy	1,136 +52	+5%	+$16.5K	0.05%	142
2025 Q2	$346K	Sell	1,084 -23	-2%	-$6.47K	0.05%	151
2025 Q1	$298K	Buy	1,107 +42	+4%	+$12.4K	0.05%	165
2024 Q4	$316K	Buy	1,065 +30	+3%	+$8.62K	0.05%	147
2024 Q3	$281K	Buy	1,035 +131	+14%	+$32.6K	0.04%	164
2024 Q2	$209K	Buy	+904	New	+$209K	0.03%	192
2021 Q4	–	Sell	-257	Closed	-$43K	–	149
2021 Q3	$43K	Buy	+257	New	+$43K	0.01%	225
2016 Q1	–	Sell	-27	Closed	-$2K	–	297
2015 Q4	$2K	Sell	27 -719	-96%	-$52.3K	﹤0.01%	237
2015 Q3	$55K	Buy	746 +27	+4%	+$2.08K	0.03%	91
2015 Q2	$56K	Hold	719	–	–	0.04%	89
2015 Q1	$56K	Hold	719	–	–	0.04%	88
2014 Q4	$67K	Hold	719	–	–	0.05%	70
2014 Q3	$63K	Hold	719	–	–	0.05%	71
2014 Q2	$68K	Hold	719	–	–	0.05%	65
2014 Q1	$65K	Hold	719	–	–	0.05%	63
2013 Q4	$65K	Buy	+719	New	+$59.1K	0.06%	59

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D'Orazio & Associates's AXP Position: Q1 2026 in Review

D'Orazio & Associates reduced its American Express (AXP) stake by 5% in Q1 2026, selling an estimated $20.1K and leaving 1,138 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #173.

D'Orazio & Associates first reported a position in AXP in Q4 2013 and has held it in 18 quarters since. The position peaked at $443K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

D'Orazio & Associates held 1,138 shares of American Express worth $344K as of Q1 2026.
D'Orazio & Associates sold 60 American Express shares in Q1 2026, an estimated $20.1K.
American Express made up 0.04% of D'Orazio & Associates's portfolio in Q1 2026, its #173 holding.
D'Orazio & Associates first reported a position in American Express in Q4 2013 and has held it in 18 quarters since.
D'Orazio & Associates's American Express position peaked at $443K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.