Empower Advisory Group
AXP icon

Empower Advisory Group’s American Express AXP Stock Holding History

Empower Advisory 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 		$3.07M Sell
10,144
-1,365
-12% -$458K 0.01% 195
2025
Q4 		$4.26M Buy
11,509
+1,353
+13% +$484K 0.01% 190
2025
Q3 		$3.37M Buy
10,156
+126
+1% +$40.1K 0.01% 190
2025
Q2 		$3.2M Sell
10,030
-103
-1% -$29K 0.01% 194
2025
Q1 		$2.73M Buy
10,133
+12
+0.1% +$3.55K 0.01% 192
2024
Q4 		$3M Buy
10,121
+104
+1% +$29.9K 0.01% 194
2024
Q3 		$2.72M Buy
10,017
+33
+0.3% +$8.22K 0.01% 194
2024
Q2 		$2.31M Sell
9,984
-1,174
-11% -$272K 0.01% 196
2024
Q1 		$2.54M Sell
11,158
-14
-0.1% -$2.9K 0.01% 198
2023
Q4 		$2.09M Sell
11,172
-3,451
-24% -$556K 0.01% 207
2023
Q3 		$2.18M Sell
14,623
-264
-2% -$43.2K 0.01% 199
2023
Q2 		$2.59M Buy
14,887
+1,773
+14% +$286K 0.01% 202
2023
Q1 		$2.15M Buy
+13,114
New +$2.18M 0.01% 214

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

Empower Advisory Group's AXP Position: Q1 2026 in Review

Empower Advisory Group reduced its American Express (AXP) stake by 12% in Q1 2026, selling an estimated $458K and leaving 10,144 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #195.

Empower Advisory Group first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.26M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Empower Advisory Group held 10,144 shares of American Express worth $3.07M as of Q1 2026.
  • Empower Advisory Group sold 1,365 American Express shares in Q1 2026, an estimated $458K.
  • American Express made up 0.01% of Empower Advisory Group's portfolio in Q1 2026, its #195 holding.
  • Empower Advisory Group first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's American Express position peaked at $4.26M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.