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Elo Mutual Pension Insurance’s American Express AXP Stock Holding History

Elo Mutual Pension Insurance’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 		$22M Sell
72,789
-1,943
-3% -$651K 0.36% 42
2025
Q4 		$27.6M Buy
74,732
+9,805
+15% +$3.51M 0.42% 37
2025
Q3 		$21.6M Buy
64,927
+8,267
+15% +$2.63M 0.35% 44
2025
Q2 		$18.1M Buy
56,660
+13,534
+31% +$3.81M 0.37% 48
2025
Q1 		$11.6M Sell
43,126
-8,776
-17% -$2.59M 0.26% 72
2024
Q4 		$15.4M Sell
51,902
-2,806
-5% -$806K 0.33% 53
2024
Q3 		$14.8M Buy
54,708
+4,185
+8% +$1.04M 0.32% 63
2024
Q2 		$11.7M Sell
50,523
-2,746
-5% -$636K 0.27% 69
2024
Q1 		$12.1M Sell
53,269
-1,384
-3% -$287K 0.28% 69
2023
Q4 		$10.2M Buy
54,653
+1,778
+3% +$286K 0.28% 72
2023
Q3 		$7.89M Buy
52,875
+829
+2% +$136K 0.24% 79
2023
Q2 		$9.07M Buy
52,046
+1,331
+3% +$215K 0.27% 75
2023
Q1 		$8.37M Buy
50,715
+1,381
+3% +$229K 0.27% 73
2022
Q4 		$7.29M Buy
49,334
+1,259
+3% +$187K 0.25% 82
2022
Q3 		$6.49M Sell
48,075
-2,802
-6% -$424K 0.24% 78
2022
Q2 		$7.05M Buy
50,877
+2,649
+5% +$438K 0.24% 75
2022
Q1 		$9.02M Sell
48,228
-2,350
-5% -$424K 0.26% 74
2021
Q4 		$8.28M Buy
50,578
+3,199
+7% +$546K 0.23% 82
2021
Q3 		$7.94M Sell
47,379
-698
-1% -$117K 0.26% 74
2021
Q2 		$7.94M Sell
48,077
-1,300
-3% -$204K 0.26% 75
2021
Q1 		$6.98M Buy
49,377
+718
+1% +$94.9K 0.23% 80
2020
Q4 		$5.88M Buy
+48,659
New +$5.39M 0.19% 88

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

Elo Mutual Pension Insurance's AXP Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its American Express (AXP) stake by 2.6% in Q1 2026, selling an estimated $651K and leaving 72,789 shares worth $22M. The position accounts for 0.36% of the portfolio, ranked #42.

Elo Mutual Pension Insurance first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $27.6M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Elo Mutual Pension Insurance held 72,789 shares of American Express worth $22M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 1,943 American Express shares in Q1 2026, an estimated $651K.
  • American Express made up 0.36% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #42 holding.
  • Elo Mutual Pension Insurance first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's American Express position peaked at $27.6M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.