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Financial Perspectives’s American Express AXP Stock Holding History

Financial Perspectives’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 		$70.1K Hold
232
– – 0.02% 268
2025
Q4 		$85.7K Buy
232
+1
+0.4% +$358 0.02% 247
2025
Q3 		$76.9K Hold
231
– – 0.02% 263
2025
Q2 		$73.7K Hold
231
– – 0.02% 264
2025
Q1 		$62.1K Hold
231
– – 0.02% 270
2024
Q4 		$68.5K Hold
231
– – 0.02% 267
2024
Q3 		$62.5K Buy
231
+1
+0.4% +$249 0.02% 262
2024
Q2 		$53.3K Hold
230
– – 0.02% 270
2024
Q1 		$52.4K Sell
230
-2
-0.9% -$415 0.02% 274
2023
Q4 		$43.4K Buy
232
+3
+1% +$483 0.02% 282
2023
Q3 		$34.2K Hold
229
– – 0.02% 295
2023
Q2 		$39.9K Hold
229
– – 0.02% 282
2023
Q1 		$37.7K Buy
229
+1
+0.4% +$166 0.02% 285
2022
Q4 		$33.7K Hold
228
– – 0.02% 296
2022
Q3 		$30.8K Hold
228
– – 0.02% 289
2022
Q2 		$31.6K Buy
228
+1
+0.4% +$165 0.02% 291
2022
Q1 		$42.5K Hold
227
– – 0.02% 266
2021
Q4 		$37.2K Hold
227
– – 0.02% 276
2021
Q3 		$38K Hold
227
– – 0.02% 270
2021
Q2 		$37.5K Sell
227
-31,825
-99% -$4.98M 0.02% 288
2021
Q1 		$227K Buy
32,052
+31,826
+14,082% +$4.21M 0.01% 386
2020
Q4 		$27.4K Hold
226
– – 0.02% 295
2020
Q3 		$22.6K Hold
226
– – 0.01% 276
2020
Q2 		$21.5K Buy
226
+1
+0.4% +$92 0.02% 264
2020
Q1 		$19.3K Hold
225
– – 0.02% 247
2019
Q4 		$28K Buy
+225
New +$26.9K 0.02% 226

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 Perspectives's AXP Position: Q1 2026 in Review

Financial Perspectives held its American Express (AXP) position steady in Q1 2026 at 232 shares worth $70.1K. The position accounts for 0.02% of the portfolio, ranked #268.

Financial Perspectives first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $227K in Q1 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Financial Perspectives held 232 shares of American Express worth $70.1K as of Q1 2026.
  • Financial Perspectives left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.02% of Financial Perspectives's portfolio in Q1 2026, its #268 holding.
  • Financial Perspectives first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's American Express position peaked at $227K in Q1 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.