DT Investment Partners’s American Express AXP Stock Holding History

DT Investment Partners’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	$749K	Hold	2,475	–	–	0.06%	87
2025 Q4	$916K	Hold	2,475	–	–	0.08%	83
2025 Q3	$822K	Hold	2,475	–	–	0.07%	88
2025 Q2	$789K	Hold	2,475	–	–	0.07%	95
2025 Q1	$666K	Hold	2,475	–	–	0.06%	102
2024 Q4	$735K	Hold	2,475	–	–	0.06%	102
2024 Q3	$671K	Buy	2,475 +78	+3%	+$19.4K	0.05%	104
2024 Q2	$555K	Hold	2,397	–	–	0.05%	103
2024 Q1	$546K	Hold	2,397	–	–	0.06%	96
2023 Q4	$489K	Hold	2,397	–	–	0.05%	102
2023 Q3	$358K	Hold	2,397	–	–	0.04%	101
2023 Q2	$407K	Hold	2,397	–	–	0.05%	107
2023 Q1	$382K	Hold	2,397	–	–	0.05%	110
2022 Q4	$354K	Hold	2,397	–	–	0.05%	109
2022 Q3	$323K	Sell	2,397 -1,780	-43%	-$269K	0.05%	103
2022 Q2	$579K	Hold	4,177	–	–	0.09%	102
2022 Q1	$781K	Buy	4,177 +1,545	+59%	+$279K	0.1%	99
2021 Q4	$431K	Sell	2,632 -1,075	-29%	-$183K	0.06%	107
2021 Q3	$621K	Buy	3,707 +2,473	+200%	+$413K	0.08%	101
2021 Q2	$204K	Buy	+1,234	New	+$193K	0.03%	117

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

DT Investment Partners's AXP Position: Q1 2026 in Review

DT Investment Partners held its American Express (AXP) position steady in Q1 2026 at 2,475 shares worth $749K. The position accounts for 0.06% of the portfolio, ranked #87.

DT Investment Partners first reported a position in AXP in Q2 2021 and has held it in 20 quarters since. The position peaked at $916K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

DT Investment Partners held 2,475 shares of American Express worth $749K as of Q1 2026.
DT Investment Partners left its American Express share count unchanged in Q1 2026.
American Express made up 0.06% of DT Investment Partners's portfolio in Q1 2026, its #87 holding.
DT Investment Partners first reported a position in American Express in Q2 2021 and has held it in 20 quarters since.
DT Investment Partners's American Express position peaked at $916K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.