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Great Valley Advisor Group’s American Express AXP Stock Holding History

Great Valley Advisor Group’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 		$1.62M Buy
5,342
+670
+14% +$225K 0.03% 422
2025
Q4 		$1.73M Buy
4,672
+1,352
+41% +$484K 0.03% 375
2025
Q3 		$1.1M Buy
3,320
+173
+5% +$55K 0.02% 457
2025
Q2 		$1M Sell
3,147
-185
-6% -$52.1K 0.02% 461
2025
Q1 		$896K Buy
3,332
+294
+10% +$86.9K 0.02% 468
2024
Q4 		$902K Buy
3,038
+35
+1% +$10.1K 0.02% 467
2024
Q3 		$815K Buy
3,003
+194
+7% +$48.3K 0.02% 463
2024
Q2 		$650K Sell
2,809
-155
-5% -$35.9K 0.02% 470
2024
Q1 		$674K Sell
2,964
-319
-10% -$66.1K 0.02% 433
2023
Q4 		$615K Sell
3,283
-225
-6% -$36.2K 0.02% 417
2023
Q3 		$523K Buy
3,508
+13
+0.4% +$2.13K 0.02% 427
2023
Q2 		$609K Sell
3,495
-884
-20% -$143K 0.03% 403
2023
Q1 		$723K Sell
4,379
-64
-1% -$10.6K 0.03% 365
2022
Q4 		$656K Buy
4,443
+1,401
+46% +$208K 0.03% 390
2022
Q3 		$410K Buy
3,042
+6
+0.2% +$908 0.02% 464
2022
Q2 		$421K Buy
3,036
+1,032
+51% +$170K 0.02% 466
2022
Q1 		$366K Sell
2,004
-15
-0.7% -$2.71K 0.02% 457
2021
Q4 		$331K Sell
2,019
-30
-1% -$5.12K 0.02% 470
2021
Q3 		$343K Sell
2,049
-271
-12% -$45.3K 0.02% 431
2021
Q2 		$375K Buy
2,320
+3
+0.1% +$470 0.03% 405
2021
Q1 		$328K Sell
2,317
-205
-8% -$27.1K 0.03% 387
2020
Q4 		$305K Sell
2,522
-16
-0.6% -$1.77K 0.03% 368
2020
Q3 		$254K Buy
2,538
+393
+18% +$38.7K 0.03% 358
2020
Q2 		$204K Buy
+2,145
New +$197K 0.03% 381
2020
Q1 		– Sell
-1,671
Closed -$208K – 314
2019
Q4 		$208K Sell
1,671
-408
-20% -$48.8K 0.05% 340
2019
Q3 		$246K Hold
2,079
– – 0.06% 295
2019
Q2 		$257K Sell
2,079
-207
-9% -$24.3K 0.06% 276
2019
Q1 		$250K Hold
2,286
– – 0.08% 254
2018
Q4 		$218K Buy
+2,286
New +$239K 0.08% 213

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

Great Valley Advisor Group's AXP Position: Q1 2026 in Review

Great Valley Advisor Group increased its American Express (AXP) stake by 14% in Q1 2026, buying an estimated $225K and bringing the position to 5,342 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #422.

Great Valley Advisor Group first reported a position in AXP in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.73M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Great Valley Advisor Group held 5,342 shares of American Express worth $1.62M as of Q1 2026.
  • Great Valley Advisor Group bought 670 American Express shares in Q1 2026, an estimated $225K.
  • American Express made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #422 holding.
  • Great Valley Advisor Group first reported a position in American Express in Q4 2018 and has held it in 29 quarters since.
  • Great Valley Advisor Group's American Express position peaked at $1.73M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.