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Elefante Mark B’s American Express AXP Stock Holding History

Elefante Mark B’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 		$3.25M Buy
10,730
+4,088
+62% +$1.37M 1.79% 25
2025
Q4 		$2.46M Buy
6,642
+2,134
+47% +$764K 1.51% 25
2025
Q3 		$1.5M Buy
4,508
+1,899
+73% +$604K 0.96% 30
2025
Q2 		$832K Buy
2,609
+1,823
+232% +$513K 0.63% 34
2025
Q1 		$211K Buy
+786
New +$232K 0.17% 54

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

Elefante Mark B's AXP Position: Q1 2026 in Review

Elefante Mark B increased its American Express (AXP) stake by 62% in Q1 2026, buying an estimated $1.37M and bringing the position to 10,730 shares worth $3.25M. The position accounts for 1.79% of the portfolio, ranked #25.

Elefante Mark B first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Elefante Mark B held 10,730 shares of American Express worth $3.25M as of Q1 2026.
  • Elefante Mark B bought 4,088 American Express shares in Q1 2026, an estimated $1.37M.
  • American Express made up 1.79% of Elefante Mark B's portfolio in Q1 2026, its #25 holding.
  • Elefante Mark B first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.