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Genesee Capital Advisors’s American Express AXP Stock Holding History

Genesee Capital 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 		$596K Sell
1,971
-8
-0.4% -$2.68K 0.25% 72
2025
Q4 		$732K Sell
1,979
-17
-0.9% -$6.08K 0.29% 69
2025
Q3 		$663K Buy
1,996
+5
+0.3% +$1.59K 0.29% 67
2025
Q2 		$635K Buy
1,991
+5
+0.3% +$1.41K 0.28% 71
2025
Q1 		$534K Sell
1,986
-25
-1% -$7.39K 0.27% 77
2024
Q4 		$597K Buy
2,011
+253
+14% +$72.7K 0.28% 71
2024
Q3 		$477K Buy
1,758
+191
+12% +$47.6K 0.23% 81
2024
Q2 		$363K Buy
+1,567
New +$363K 0.18% 84

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

Genesee Capital Advisors's AXP Position: Q1 2026 in Review

Genesee Capital Advisors reduced its American Express (AXP) stake by 0.4% in Q1 2026, selling an estimated $2.68K and leaving 1,971 shares worth $596K. The position accounts for 0.25% of the portfolio, ranked #72.

Genesee Capital Advisors first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $732K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Genesee Capital Advisors held 1,971 shares of American Express worth $596K as of Q1 2026.
  • Genesee Capital Advisors sold 8 American Express shares in Q1 2026, an estimated $2.68K.
  • American Express made up 0.25% of Genesee Capital Advisors's portfolio in Q1 2026, its #72 holding.
  • Genesee Capital Advisors first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • Genesee Capital Advisors's American Express position peaked at $732K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.