Financial Engines Advisors’s American Express AXP Stock Holding History

Financial Engines Advisors’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	$570K	Sell	1,885 -325	-15%	-$109K	﹤0.01%	374
2025 Q4	$818K	Buy	2,210 +163	+8%	+$58.3K	﹤0.01%	337
2025 Q3	$680K	Buy	2,047 +173	+9%	+$55K	﹤0.01%	353
2025 Q2	$598K	Buy	1,874 +1,102	+143%	+$310K	﹤0.01%	358
2025 Q1	$208K	Buy	772 +35	+5%	+$10.3K	﹤0.01%	410
2024 Q4	$219K	Buy	+737	New	+$212K	﹤0.01%	422
2024 Q2	–	Sell	-895	Closed	-$204K	–	352
2024 Q1	$204K	Buy	+895	New	+$186K	﹤0.01%	327
2023 Q3	–	Sell	-1,400	Closed	-$244K	–	279
2023 Q2	$244K	Buy	+1,400	New	+$226K	﹤0.01%	260
2018 Q1	–	Sell	-14	Closed	-$1K	–	139
2017 Q4	$1K	Buy	+14	New	+$1.33K	﹤0.01%	168

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Financial Engines Advisors's AXP Position: Q1 2026 in Review

Financial Engines Advisors reduced its American Express (AXP) stake by 15% in Q1 2026, selling an estimated $109K and leaving 1,885 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Financial Engines Advisors first reported a position in AXP in Q4 2017 and has held it in 9 quarters since. The position peaked at $818K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Financial Engines Advisors held 1,885 shares of American Express worth $570K as of Q1 2026.
Financial Engines Advisors sold 325 American Express shares in Q1 2026, an estimated $109K.
American Express made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #374 holding.
Financial Engines Advisors first reported a position in American Express in Q4 2017 and has held it in 9 quarters since.
Financial Engines Advisors's American Express position peaked at $818K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.