Insigneo Advisory Services’s American Express AXP Stock Holding History

Insigneo Advisory Services’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	$3.19M	Buy	10,557 +804	+8%	+$270K	0.23%	80
2025 Q4	$3.61M	Sell	9,753 -152	-2%	-$54.4K	0.26%	63
2025 Q3	$3.29M	Buy	9,905 +496	+5%	+$158K	0.23%	77
2025 Q2	$3M	Sell	9,409 -1,020	-10%	-$287K	0.26%	74
2025 Q1	$2.81M	Buy	10,429 +264	+3%	+$78K	0.29%	69
2024 Q4	$3.02M	Sell	10,165 -1,759	-15%	-$505K	0.31%	52
2024 Q3	$3.23M	Sell	11,924 -683	-5%	-$170K	0.33%	54
2024 Q2	$2.85M	Sell	12,607 -1,501	-11%	-$348K	0.32%	58
2024 Q1	$3.21M	Buy	14,108 +2,199	+18%	+$456K	0.38%	50
2023 Q4	$2.23M	Buy	11,909 +3,303	+38%	+$532K	0.31%	65
2023 Q3	$1.28M	Buy	8,606 +298	+4%	+$48.7K	0.26%	82
2023 Q2	$1.45M	Buy	8,308 +4,392	+112%	+$709K	0.28%	72
2023 Q1	$646K	Buy	3,916 +48	+1%	+$7.96K	0.21%	101
2022 Q4	$571K	Buy	+3,868	New	+$573K	0.22%	98

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

Insigneo Advisory Services's AXP Position: Q1 2026 in Review

Insigneo Advisory Services increased its American Express (AXP) stake by 8.2% in Q1 2026, buying an estimated $270K and bringing the position to 10,557 shares worth $3.19M. The position accounts for 0.23% of the portfolio, ranked #80.

Insigneo Advisory Services first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.61M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Insigneo Advisory Services held 10,557 shares of American Express worth $3.19M as of Q1 2026.
Insigneo Advisory Services bought 804 American Express shares in Q1 2026, an estimated $270K.
American Express made up 0.23% of Insigneo Advisory Services's portfolio in Q1 2026, its #80 holding.
Insigneo Advisory Services first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's American Express position peaked at $3.61M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.