EH
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Equitable Holdings’s American Express AXP Stock Holding History

Equitable Holdings’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 		$12.5M Buy
34,733
+6,701
+24% +$2.25M 0.08% 242
2025
Q4 		$10.4M Sell
28,032
-4,996
-15% -$1.79M 0.07% 233
2025
Q3 		$11M Buy
33,028
+3,617
+12% +$1.15M 0.08% 212
2025
Q2 		$9.38M Buy
29,411
+8,061
+38% +$2.27M 0.08% 211
2025
Q1 		$5.74M Buy
21,350
+2,972
+16% +$878K 0.05% 270
2024
Q4 		$5.45M Buy
18,378
+279
+2% +$80.2K 0.05% 268
2024
Q3 		$4.91M Buy
18,099
+1,765
+11% +$439K 0.05% 284
2024
Q2 		$3.78M Buy
16,334
+2,368
+17% +$548K 0.04% 316
2024
Q1 		$3.18M Sell
13,966
-43
-0.3% -$8.92K 0.04% 333
2023
Q4 		$2.62M Buy
14,009
+2,385
+21% +$384K 0.03% 343
2023
Q3 		$1.73M Buy
11,624
+2,742
+31% +$449K 0.02% 402
2023
Q2 		$1.55M Buy
8,882
+3,941
+80% +$636K 0.02% 408
2023
Q1 		$815K Buy
4,941
+805
+19% +$134K 0.01% 526
2022
Q4 		$611K Sell
4,136
-567
-12% -$84K 0.01% 566
2022
Q3 		$634K Buy
4,703
+531
+13% +$80.4K 0.01% 507
2022
Q2 		$578K Sell
4,172
-284
-6% -$46.9K 0.01% 528
2022
Q1 		$833K Buy
4,456
+840
+23% +$152K 0.01% 454
2021
Q4 		$592K Buy
3,616
+145
+4% +$24.7K 0.01% 530
2021
Q3 		$581K Sell
3,471
-238
-6% -$39.8K 0.01% 522
2021
Q2 		$613K Buy
3,709
+468
+14% +$73.3K 0.01% 495
2021
Q1 		$458K Sell
3,241
-1,069
-25% -$141K 0.01% 528
2020
Q4 		$521K Sell
4,310
-473
-10% -$52.4K 0.01% 454
2020
Q3 		$479K Sell
4,783
-8,605
-64% -$847K 0.01% 433
2020
Q2 		$1.27M Buy
+13,388
New +$1.23M 0.04% 267

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

Equitable Holdings's AXP Position: Q1 2026 in Review

Equitable Holdings increased its American Express (AXP) stake by 24% in Q1 2026, buying an estimated $2.25M and bringing the position to 34,733 shares worth $12.5M. The position accounts for 0.08% of the portfolio, ranked #242.

Equitable Holdings first reported a position in AXP in Q2 2020 and has held it in 24 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Equitable Holdings held 34,733 shares of American Express worth $12.5M as of Q1 2026.
  • Equitable Holdings bought 6,701 American Express shares in Q1 2026, an estimated $2.25M.
  • American Express made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #242 holding.
  • Equitable Holdings first reported a position in American Express in Q2 2020 and has held it in 24 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.