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Elevated Capital Advisors’s American Express AXP Stock Holding History

Elevated Capital Advisors’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 		$365K Sell
1,208
-20
-2% -$6.71K 0.09% 205
2025
Q4 		$454K Sell
1,228
-39
-3% -$14K 0.11% 208
2025
Q3 		$421K Buy
1,267
+46
+4% +$14.6K 0.1% 213
2025
Q2 		$328K Hold
1,221
– – 0.09% 217
2025
Q1 		$328K Sell
1,221
-243
-17% -$71.8K 0.09% 217
2024
Q4 		$434K Sell
1,464
-8
-0.5% -$2.3K 0.12% 204
2024
Q3 		$399K Hold
1,472
– – 0.11% 222
2024
Q2 		$341K Sell
1,472
-33
-2% -$7.64K 0.1% 194
2024
Q1 		$343K Sell
1,505
-16
-1% -$3.32K 0.1% 152
2023
Q4 		$285K Hold
1,521
– – 0.09% 159
2023
Q3 		$227K Sell
1,521
-28
-2% -$4.58K 0.08% 160
2023
Q2 		$270K Hold
1,549
– – 0.09% 163
2023
Q1 		$256K Sell
1,549
-31
-2% -$5.14K 0.09% 158
2022
Q4 		$233K Sell
1,580
-4
-0.3% -$593 0.09% 148
2022
Q3 		$214K Buy
+1,584
New +$240K 0.08% 146
2022
Q1 		$296K Buy
+1,582
New +$286K 0.1% 151
2021
Q3 		$270K Buy
+1,610
New +$269K 0.09% 151
2021
Q1 		$235K Buy
+1,620
New +$214K 0.09% 155
2019
Q4 		$214K Buy
+1,720
New +$206K 0.24% 112

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

Elevated Capital Advisors's AXP Position: Q1 2026 in Review

Elevated Capital Advisors reduced its American Express (AXP) stake by 1.6% in Q1 2026, selling an estimated $6.71K and leaving 1,208 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #205.

Elevated Capital Advisors first reported a position in AXP in Q4 2019 and has held it in 19 quarters since. The position peaked at $454K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Elevated Capital Advisors held 1,208 shares of American Express worth $365K as of Q1 2026.
  • Elevated Capital Advisors sold 20 American Express shares in Q1 2026, an estimated $6.71K.
  • American Express made up 0.09% of Elevated Capital Advisors's portfolio in Q1 2026, its #205 holding.
  • Elevated Capital Advisors first reported a position in American Express in Q4 2019 and has held it in 19 quarters since.
  • Elevated Capital Advisors's American Express position peaked at $454K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.