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Intellectus Partners’s American Express AXP Stock Holding History

Intellectus Partners’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 		$2.13M Buy
7,028
+93
+1% +$31.2K 0.43% 63
2025
Q4 		$2.57M Sell
6,935
-250
-3% -$89.5K 0.5% 48
2025
Q3 		$2.39M Sell
7,185
-1
-0% -$318 0.46% 59
2025
Q2 		$2.29M Buy
7,186
+1
+0% +$281 0.49% 57
2025
Q1 		$1.93M Sell
7,185
-125
-2% -$36.9K 0.48% 58
2024
Q4 		$2.17M Sell
7,310
-250
-3% -$71.8K 0.48% 52
2024
Q3 		$2.05M Sell
7,560
-136
-2% -$33.9K 0.52% 52
2024
Q2 		$1.78M Sell
7,696
-150
-2% -$34.7K 0.49% 59
2024
Q1 		$1.79M Sell
7,846
-550
-7% -$114K 0.47% 60
2023
Q4 		$1.57M Buy
8,396
+384
+5% +$61.8K 0.45% 63
2023
Q3 		$1.2M Buy
8,012
+200
+3% +$32.7K 0.38% 73
2023
Q2 		$1.36M Buy
7,812
+450
+6% +$72.6K 0.41% 63
2023
Q1 		$1.21M Sell
7,362
-550
-7% -$91.2K 0.38% 74
2022
Q4 		$1.17M Buy
7,912
+1,250
+19% +$185K 0.41% 70
2022
Q3 		$899K Buy
6,662
+1,374
+26% +$208K 0.32% 87
2022
Q2 		$736K Buy
5,288
+1,126
+27% +$186K 0.25% 110
2022
Q1 		$778K Buy
+4,162
New +$752K 0.23% 111
2018
Q2 		– Sell
-610
Closed -$57K – 584
2018
Q1 		$57K Hold
610
– – 0.02% 322
2017
Q4 		$61K Hold
610
– – 0.02% 315
2017
Q3 		$55K Hold
610
– – 0.02% 371
2017
Q2 		$51K Buy
610
+100
+20% +$7.91K 0.02% 367
2017
Q1 		$40K Hold
510
– – 0.02% 373
2016
Q4 		$38K Buy
+510
New +$35.3K 0.02% 365

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

Intellectus Partners's AXP Position: Q1 2026 in Review

Intellectus Partners increased its American Express (AXP) stake by 1.3% in Q1 2026, buying an estimated $31.2K and bringing the position to 7,028 shares worth $2.13M. The position accounts for 0.43% of the portfolio, ranked #63.

Intellectus Partners first reported a position in AXP in Q4 2016 and has held it in 23 quarters since. The position peaked at $2.57M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Intellectus Partners held 7,028 shares of American Express worth $2.13M as of Q1 2026.
  • Intellectus Partners bought 93 American Express shares in Q1 2026, an estimated $31.2K.
  • American Express made up 0.43% of Intellectus Partners's portfolio in Q1 2026, its #63 holding.
  • Intellectus Partners first reported a position in American Express in Q4 2016 and has held it in 23 quarters since.
  • Intellectus Partners's American Express position peaked at $2.57M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.