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INTECH Investment Management’s American Express AXP Stock Holding History

INTECH Investment Management’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 		$35.4M Buy
116,945
+37,411
+47% +$12.5M 0.35% 39
2025
Q4 		$29.4M Sell
79,534
-12,417
-14% -$4.44M 0.26% 68
2025
Q3 		$30.5M Sell
91,951
-14,324
-13% -$4.56M 0.27% 49
2025
Q2 		$33.9M Sell
106,275
-9,559
-8% -$2.69M 0.32% 47
2025
Q1 		$31.2M Sell
115,834
-2,012
-2% -$595K 0.32% 43
2024
Q4 		$35M Sell
117,846
-2,153
-2% -$619K 0.34% 45
2024
Q3 		$32.5M Buy
119,999
+67,042
+127% +$16.7M 0.36% 44
2024
Q2 		$12.3M Buy
52,957
+32,287
+156% +$7.48M 0.15% 130
2024
Q1 		$4.71M Sell
20,670
-22,186
-52% -$4.6M 0.07% 234
2023
Q4 		$8.03M Sell
42,856
-11,885
-22% -$1.91M 0.12% 181
2023
Q3 		$8.17M Sell
54,741
-30,464
-36% -$4.98M 0.12% 186
2023
Q2 		$14.8M Sell
85,205
-141,124
-62% -$22.8M 0.15% 162
2023
Q1 		$37.3M Sell
226,329
-8,101
-3% -$1.34M 0.3% 84
2022
Q4 		$34.6M Buy
234,430
+100,885
+76% +$14.9M 0.26% 111
2022
Q3 		$18M Sell
133,545
-110,960
-45% -$16.8M 0.14% 198
2022
Q2 		$33.9M Buy
+244,505
New +$40.4M 0.2% 144

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

INTECH Investment Management's AXP Position: Q1 2026 in Review

INTECH Investment Management increased its American Express (AXP) stake by 47% in Q1 2026, buying an estimated $12.5M and bringing the position to 116,945 shares worth $35.4M. The position accounts for 0.35% of the portfolio, ranked #39.

INTECH Investment Management first reported a position in AXP in Q2 2022 and has held it in 16 quarters since. The position peaked at $37.3M in Q1 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • INTECH Investment Management held 116,945 shares of American Express worth $35.4M as of Q1 2026.
  • INTECH Investment Management bought 37,411 American Express shares in Q1 2026, an estimated $12.5M.
  • American Express made up 0.35% of INTECH Investment Management's portfolio in Q1 2026, its #39 holding.
  • INTECH Investment Management first reported a position in American Express in Q2 2022 and has held it in 16 quarters since.
  • INTECH Investment Management's American Express position peaked at $37.3M in Q1 2023.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.