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Insight Advisors’s American Express AXP Stock Holding History

Insight 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 		$933K Sell
3,083
-2,507
-45% -$841K 0.18% 82
2025
Q4 		$2.07M Sell
5,590
-118
-2% -$42.2K 0.31% 58
2025
Q3 		$1.9M Buy
5,708
+22
+0.4% +$7K 0.29% 60
2025
Q2 		$1.81M Sell
5,686
-196
-3% -$55.2K 0.29% 55
2025
Q1 		$1.58M Sell
5,882
-126
-2% -$37.2K 0.28% 59
2024
Q4 		$1.79M Sell
6,008
-139
-2% -$39.9K 0.3% 56
2024
Q3 		$1.67M Sell
6,147
-237
-4% -$59K 0.29% 58
2024
Q2 		$1.48M Sell
6,384
-400
-6% -$92.6K 0.27% 67
2024
Q1 		$1.54M Sell
6,784
-57
-0.8% -$11.8K 0.3% 60
2023
Q4 		$1.28M Sell
6,841
-192
-3% -$30.9K 0.27% 60
2023
Q3 		$1.05M Sell
7,033
-44
-0.6% -$7.2K 0.24% 72
2023
Q2 		$1.23M Sell
7,077
-11
-0.2% -$1.77K 0.28% 61
2023
Q1 		$1.17M Sell
7,088
-176
-2% -$29.2K 0.27% 59
2022
Q4 		$1.07M Sell
7,264
-296
-4% -$43.9K 0.37% 65
2022
Q3 		$1.02M Buy
7,560
+45
+0.6% +$6.81K 0.4% 62
2022
Q2 		$1.18M Sell
7,515
-181
-2% -$29.9K 0.4% 62
2022
Q1 		$1.44M Sell
7,696
-100
-1% -$18.1K 0.43% 63
2021
Q4 		$1.27M Buy
7,796
+100
+1% +$17.1K 0.38% 68
2021
Q3 		$1.33M Sell
7,696
-12
-0.2% -$2.01K 0.4% 65
2021
Q2 		$1.3M Sell
7,708
-187
-2% -$29.3K 0.41% 62
2021
Q1 		$1.21M Buy
7,895
+720
+10% +$95.1K 0.38% 65
2020
Q4 		$868K Buy
+7,175
New +$795K 0.33% 81

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

Insight Advisors's AXP Position: Q1 2026 in Review

Insight Advisors reduced its American Express (AXP) stake by 45% in Q1 2026, selling an estimated $841K and leaving 3,083 shares worth $933K. The position accounts for 0.18% of the portfolio, ranked #82.

Insight Advisors first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.07M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Insight Advisors held 3,083 shares of American Express worth $933K as of Q1 2026.
  • Insight Advisors sold 2,507 American Express shares in Q1 2026, an estimated $841K.
  • American Express made up 0.18% of Insight Advisors's portfolio in Q1 2026, its #82 holding.
  • Insight Advisors first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's American Express position peaked at $2.07M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.