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Ellenbecker Investment Group’s American Express AXP Stock Holding History

Ellenbecker Investment Group’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 		$235K Buy
777
+17
+2% +$5.7K 0.03% 120
2025
Q4 		$281K Sell
760
-125
-14% -$44.7K 0.04% 103
2025
Q3 		$294K Buy
885
+1
+0.1% +$318 0.04% 100
2025
Q2 		$282K Buy
884
+1
+0.1% +$281 0.05% 95
2025
Q1 		$238K Hold
883
– – 0.04% 101
2024
Q4 		$262K Buy
+883
New +$254K 0.05% 101

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

Ellenbecker Investment Group's AXP Position: Q1 2026 in Review

Ellenbecker Investment Group increased its American Express (AXP) stake by 2.2% in Q1 2026, buying an estimated $5.7K and bringing the position to 777 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #120.

Ellenbecker Investment Group first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $294K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Ellenbecker Investment Group held 777 shares of American Express worth $235K as of Q1 2026.
  • Ellenbecker Investment Group bought 17 American Express shares in Q1 2026, an estimated $5.7K.
  • American Express made up 0.03% of Ellenbecker Investment Group's portfolio in Q1 2026, its #120 holding.
  • Ellenbecker Investment Group first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Ellenbecker Investment Group's American Express position peaked at $294K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.