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Foundations Investment Advisors’s American Express AXP Stock Holding History

Foundations Investment 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 		$6.27M Buy
20,735
+952
+5% +$319K 0.08% 198
2025
Q4 		$7.32M Sell
19,783
-1,761
-8% -$630K 0.1% 171
2025
Q3 		$7.16M Buy
21,544
+2,925
+16% +$930K 0.1% 165
2025
Q2 		$5.94M Buy
18,619
+2,849
+18% +$802K 0.09% 178
2025
Q1 		$4.24M Sell
15,770
-142
-0.9% -$42K 0.08% 214
2024
Q4 		$4.72M Buy
15,912
+456
+3% +$131K 0.09% 199
2024
Q3 		$4.19M Buy
15,456
+2,871
+23% +$715K 0.09% 194
2024
Q2 		$2.91M Sell
12,585
-722
-5% -$167K 0.07% 202
2024
Q1 		$3.03M Buy
13,307
+3,056
+30% +$634K 0.08% 195
2023
Q4 		$2.08M Buy
10,251
+573
+6% +$92.2K 0.06% 224
2023
Q3 		$1.44M Buy
9,678
+2,386
+33% +$390K 0.04% 253
2023
Q2 		$1.27M Buy
7,292
+3,235
+80% +$522K 0.04% 236
2023
Q1 		$669K Sell
4,057
-937
-19% -$155K 0.02% 283
2022
Q4 		$738K Buy
4,994
+2,154
+76% +$319K 0.03% 229
2022
Q3 		$383K Buy
2,840
+937
+49% +$142K 0.02% 289
2022
Q2 		$263K Buy
1,903
+715
+60% +$118K 0.01% 324
2022
Q1 		$215K Sell
1,188
-81
-6% -$14.6K 0.01% 329
2021
Q4 		$221K Buy
+1,269
New +$216K 0.01% 319
2019
Q3 		– Sell
-1,737
Closed -$219K – 135
2019
Q2 		$219K Buy
+1,737
New +$204K 0.03% 114

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

Foundations Investment Advisors's AXP Position: Q1 2026 in Review

Foundations Investment Advisors increased its American Express (AXP) stake by 4.8% in Q1 2026, buying an estimated $319K and bringing the position to 20,735 shares worth $6.27M. The position accounts for 0.08% of the portfolio, ranked #198.

Foundations Investment Advisors first reported a position in AXP in Q2 2019 and has held it in 19 quarters since. The position peaked at $7.32M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Foundations Investment Advisors held 20,735 shares of American Express worth $6.27M as of Q1 2026.
  • Foundations Investment Advisors bought 952 American Express shares in Q1 2026, an estimated $319K.
  • American Express made up 0.08% of Foundations Investment Advisors's portfolio in Q1 2026, its #198 holding.
  • Foundations Investment Advisors first reported a position in American Express in Q2 2019 and has held it in 19 quarters since.
  • Foundations Investment Advisors's American Express position peaked at $7.32M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.