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Herold Advisors’s American Express AXP Stock Holding History

Herold 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 		$569K Buy
1,883
+171
+10% +$57.3K 0.13% 164
2025
Q4 		$633K Sell
1,712
-11
-0.6% -$3.94K 0.14% 147
2025
Q3 		$572K Sell
1,723
-945
-35% -$301K 0.13% 151
2025
Q2 		$851K Sell
2,668
-301
-10% -$84.7K 0.18% 126
2025
Q1 		$799K Buy
2,969
+997
+51% +$295K 0.18% 136
2024
Q4 		$586K Buy
1,972
+119
+6% +$34.2K 0.13% 172
2024
Q3 		$503K Sell
1,853
-299
-14% -$74.5K 0.11% 188
2024
Q2 		$499K Sell
2,152
-100
-4% -$23.2K 0.12% 180
2024
Q1 		$513K Hold
2,252
– – 0.12% 176
2023
Q4 		$422K Hold
2,252
– – 0.12% 177
2023
Q3 		$336K Sell
2,252
-599
-21% -$98K 0.1% 192
2023
Q2 		$497K Sell
2,851
-350
-11% -$56.5K 0.15% 153
2023
Q1 		$528K Buy
3,201
+100
+3% +$16.6K 0.18% 133
2022
Q4 		$458K Buy
3,101
+1
+0% +$148 0.19% 123
2022
Q3 		$418K Hold
3,100
– – 0.2% 118
2022
Q2 		$429K Buy
3,100
+100
+3% +$16.5K 0.19% 129
2022
Q1 		$561K Hold
3,000
– – 0.2% 120
2021
Q4 		$490K Hold
3,000
– – 0.19% 127
2021
Q3 		$502K Buy
+3,000
New +$502K 0.2% 128

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

Herold Advisors's AXP Position: Q1 2026 in Review

Herold Advisors increased its American Express (AXP) stake by 10% in Q1 2026, buying an estimated $57.3K and bringing the position to 1,883 shares worth $569K. The position accounts for 0.13% of the portfolio, ranked #164.

Herold Advisors first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. The position peaked at $851K in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Herold Advisors held 1,883 shares of American Express worth $569K as of Q1 2026.
  • Herold Advisors bought 171 American Express shares in Q1 2026, an estimated $57.3K.
  • American Express made up 0.13% of Herold Advisors's portfolio in Q1 2026, its #164 holding.
  • Herold Advisors first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's American Express position peaked at $851K in Q2 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.