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Financial Management Network’s American Express AXP Stock Holding History

Financial Management Network’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 		$1.19M Sell
3,739
-1
-0% -$335 0.18% 75
2025
Q4 		$1.39M Buy
3,740
+29
+0.8% +$10.4K 0.22% 69
2025
Q3 		$1.23M Buy
3,711
+396
+12% +$126K 0.2% 69
2025
Q2 		$1.09M Buy
3,315
+91
+3% +$25.6K 0.19% 75
2025
Q1 		$755K Buy
3,224
+1
+0% +$296 0.17% 82
2024
Q4 		$977K Sell
3,223
-16
-0.5% -$4.6K 0.2% 73
2024
Q3 		$894K Buy
3,239
+76
+2% +$18.9K 0.19% 83
2024
Q2 		$745K Hold
3,163
– – 0.18% 81
2024
Q1 		$695K Sell
3,163
-163
-5% -$33.8K 0.18% 81
2023
Q4 		$629K Buy
3,326
+469
+16% +$75.5K 0.18% 78
2023
Q3 		$419K Sell
2,857
-21
-0.7% -$3.44K 0.14% 94
2023
Q2 		$505K Sell
2,878
-232
-7% -$37.4K 0.18% 84
2023
Q1 		$506K Sell
3,110
-114
-4% -$18.9K 0.2% 81
2022
Q4 		$485K Sell
3,224
-67
-2% -$9.93K 0.22% 86
2022
Q3 		$479K Sell
3,291
-356
-10% -$53.9K 0.24% 82
2022
Q2 		$512K Buy
3,647
+110
+3% +$18.2K 0.27% 73
2022
Q1 		$664K Sell
3,537
-43
-1% -$7.76K 0.34% 57
2021
Q4 		$622K Buy
3,580
+105
+3% +$17.9K 0.29% 70
2021
Q3 		$600K Buy
3,475
+2
+0.1% +$334 0.3% 68
2021
Q2 		$585K Buy
3,473
+1
+0% +$157 0.3% 69
2021
Q1 		$537K Buy
3,472
+302
+10% +$39.9K 0.28% 75
2020
Q4 		$409K Buy
+3,170
New +$351K 0.25% 73

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 Management Network's AXP Position: Q1 2026 in Review

Financial Management Network reduced its American Express (AXP) stake by 0.03% in Q1 2026, selling an estimated $335 and leaving 3,739 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #75.

Financial Management Network first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.39M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Financial Management Network held 3,739 shares of American Express worth $1.19M as of Q1 2026.
  • Financial Management Network sold 1 American Express share in Q1 2026, an estimated $335.
  • American Express made up 0.18% of Financial Management Network's portfolio in Q1 2026, its #75 holding.
  • Financial Management Network first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's American Express position peaked at $1.39M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.