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Edgestream Partners’s American Express AXP Stock Holding History

Edgestream 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 		$6.79M Buy
22,432
+19,274
+610% +$6.46M 0.22% 140
2025
Q4 		$1.17M Buy
+3,158
New +$1.13M 0.03% 658
2025
Q2 		– Sell
-23,166
Closed -$6.23M – 847
2025
Q1 		$6.23M Buy
23,166
+18,654
+413% +$5.51M 0.21% 167
2024
Q4 		$1.34M Sell
4,512
-2,870
-39% -$825K 0.06% 496
2024
Q3 		$2M Buy
7,382
+6,139
+494% +$1.53M 0.09% 404
2024
Q2 		$288K Sell
1,243
-14,074
-92% -$3.26M 0.01% 754
2024
Q1 		$3.49M Buy
15,317
+12,343
+415% +$2.56M 0.17% 199
2023
Q4 		$557K Buy
+2,974
New +$479K 0.04% 586
2023
Q3 		– Sell
-1,828
Closed -$318K – 814
2023
Q2 		$318K Buy
+1,828
New +$295K 0.03% 620
2023
Q1 		– Sell
-4,218
Closed -$623K – 548
2022
Q4 		$623K Buy
+4,218
New +$625K 0.07% 333
2022
Q3 		– Sell
-2,625
Closed -$364K – 451
2022
Q2 		$364K Buy
2,625
+1,133
+76% +$187K 0.03% 435
2022
Q1 		$279K Sell
1,492
-10,746
-88% -$1.94M 0.02% 488
2021
Q4 		$2M Buy
12,238
+7,484
+157% +$1.28M 0.12% 232
2021
Q3 		$796K Buy
4,754
+3,508
+282% +$587K 0.05% 348
2021
Q2 		$206K Sell
1,246
-51,293
-98% -$8.03M 0.01% 427
2021
Q1 		$7.43M Sell
52,539
-112,997
-68% -$14.9M 0.42% 73
2020
Q4 		$20M Buy
165,536
+24,095
+17% +$2.67M 1.01% 15
2020
Q3 		$14.2M Buy
141,441
+49,314
+54% +$4.85M 0.92% 25
2020
Q2 		$8.77M Buy
92,127
+40,070
+77% +$3.69M 0.46% 60
2020
Q1 		$4.46M Sell
52,057
-60,827
-54% -$7.08M 0.41% 80
2019
Q4 		$14.1M Buy
112,884
+72,516
+180% +$8.67M 0.73% 41
2019
Q3 		$4.78M Buy
40,368
+34,419
+579% +$4.22M 0.46% 75
2019
Q2 		$734K Buy
5,949
+3,566
+150% +$419K 0.08% 159
2019
Q1 		$260K Buy
+2,383
New +$250K 0.04% 193
2018
Q4 		– Sell
-4,942
Closed -$526K – 222
2018
Q3 		$526K Buy
+4,942
New +$514K 0.09% 181

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

Edgestream Partners's AXP Position: Q1 2026 in Review

Edgestream Partners increased its American Express (AXP) stake by 610% in Q1 2026, buying an estimated $6.46M and bringing the position to 22,432 shares worth $6.79M. The position accounts for 0.22% of the portfolio, ranked #140.

Edgestream Partners first reported a position in AXP in Q3 2018 and has held it in 25 quarters since. The position peaked at $20M in Q4 2020. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Edgestream Partners held 22,432 shares of American Express worth $6.79M as of Q1 2026.
  • Edgestream Partners bought 19,274 American Express shares in Q1 2026, an estimated $6.46M.
  • American Express made up 0.22% of Edgestream Partners's portfolio in Q1 2026, its #140 holding.
  • Edgestream Partners first reported a position in American Express in Q3 2018 and has held it in 25 quarters since.
  • Edgestream Partners's American Express position peaked at $20M in Q4 2020.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.