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Financial Avengers’s American Express AXP Stock Holding History

Financial Avengers’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 		$11.1M Sell
36,860
-1,353
-4% -$454K 5.08% 8
2025
Q4 		$14.1M Sell
38,213
-862
-2% -$308K 5.79% 7
2025
Q3 		$13M Sell
39,075
-1,319
-3% -$420K 5.58% 7
2025
Q2 		$12.9M Sell
40,394
-55
-0.1% -$15.5K 5.98% 7
2025
Q1 		$10.9M Sell
40,449
-766
-2% -$226K 5.51% 7
2024
Q4 		$12.2M Sell
41,215
-2,601
-6% -$747K 5.77% 6
2024
Q3 		$11.9M Buy
+43,816
New +$10.9M 5.85% 6
2024
Q2 		– Sell
-44,756
Closed -$10.2M – 159
2024
Q1 		$10.2M Buy
44,756
+514
+1% +$107K 5.39% 7
2023
Q4 		$8.29M Buy
44,242
+170
+0.4% +$27.4K 4.98% 7
2023
Q3 		$6.58M Buy
44,072
+941
+2% +$154K 4.4% 7
2023
Q2 		$7.51M Buy
43,131
+213
+0.5% +$34.4K 4.97% 7
2023
Q1 		$7.08M Buy
42,918
+219
+0.5% +$36.3K 5.42% 6
2022
Q4 		$6.31M Sell
42,699
-278
-0.6% -$41.2K 5.16% 8
2022
Q3 		$5.8M Buy
42,977
+510
+1% +$77.2K 4.74% 8
2022
Q2 		$5.89M Sell
42,467
-1
-0% -$165 4.77% 8
2022
Q1 		$7.95M Sell
42,468
-173
-0.4% -$31.2K 4.97% 7
2021
Q4 		$6.98M Sell
42,641
-306
-0.7% -$52.2K 4.28% 8
2021
Q3 		$7.2M Buy
42,947
+480
+1% +$80.3K 4.81% 7
2021
Q2 		$7.02M Buy
42,467
+619
+1% +$96.9K 4.75% 7
2021
Q1 		$5.92M Buy
41,848
+1,634
+4% +$216K 4.43% 9
2020
Q4 		$4.86M Buy
+40,214
New +$4.45M 3.99% 10

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

Financial Avengers's AXP Position: Q1 2026 in Review

Financial Avengers reduced its American Express (AXP) stake by 3.5% in Q1 2026, selling an estimated $454K and leaving 36,860 shares worth $11.1M. The position accounts for 5.08% of the portfolio, ranked #8.

Financial Avengers first reported a position in AXP in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.1M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Financial Avengers held 36,860 shares of American Express worth $11.1M as of Q1 2026.
  • Financial Avengers sold 1,353 American Express shares in Q1 2026, an estimated $454K.
  • American Express made up 5.08% of Financial Avengers's portfolio in Q1 2026, its #8 holding.
  • Financial Avengers first reported a position in American Express in Q4 2020 and has held it in 21 quarters since.
  • Financial Avengers's American Express position peaked at $14.1M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.