HighTower Advisors’s American Express AXP Stock Holding History

HighTower 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
2025 Q1	–	Sell	-70,000	Closed	-$203K	–	3761
2024 Q4	$203K	Buy	+70,000	New	+$20.1M	﹤0.01%	3188
2024 Q2	–	Sell	-35,000	Closed	-$179K	–	3700
2024 Q1	$179K	Buy	+35,000	New	+$7.26M	﹤0.01%	3019
2022 Q2	–	Sell	-70	Closed	-$61K	–	3246
2022 Q1	$61K	Buy	+70	New	+$12.6K	﹤0.01%	3053
2017 Q3	–	Sell	-1,000	Closed	-$3K	–	2233
2017 Q2	$3K	Sell	1,000 -9,500	-90%	-$752K	﹤0.01%	2165
2017 Q1	$32K	Buy	+10,500	New	+$821K	﹤0.01%	1947
2016 Q3	–	Sell	-500	Closed	-$6K	–	1878
2016 Q2	$6K	Hold	500	–	–	﹤0.01%	1727
2016 Q1	$6.22M	Buy	+500	New	+$29.1K	0.02%	320

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HighTower Advisors's AXP Position: Q1 2026 in Review

HighTower Advisors increased its American Express (AXP) stake by 12% in Q1 2026, buying an estimated $16.8M and bringing the position to 482,342 shares worth $146M. The position accounts for 0.15% of the portfolio, ranked #143.

HighTower Advisors first reported a position in AXP in Q2 2013 and has held it in 50 quarters since. The position peaked at $166M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

HighTower Advisors held 482,342 shares of American Express worth $146M as of Q1 2026.
HighTower Advisors bought 50,157 American Express shares in Q1 2026, an estimated $16.8M.
American Express made up 0.15% of HighTower Advisors's portfolio in Q1 2026, its #143 holding.
HighTower Advisors first reported a position in American Express in Q2 2013 and has held it in 50 quarters since.
HighTower Advisors's American Express position peaked at $166M in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.