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AXP icon

INVST’s American Express AXP Stock Holding History

INVST’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 		$1.16M Sell
3,830
-688
-15% -$231K 0.13% 122
2025
Q4 		$1.67M Sell
4,518
-890
-16% -$318K 0.18% 96
2025
Q3 		$1.8M Sell
5,408
-76
-1% -$24.2K 0.2% 91
2025
Q2 		$1.75M Sell
5,484
-133
-2% -$37.4K 0.22% 84
2025
Q1 		$1.51M Sell
5,617
-3,433
-38% -$1.01M 0.21% 90
2024
Q4 		$2.69M Buy
9,050
+81
+0.9% +$23.3K 0.33% 59
2024
Q3 		$2.43M Sell
8,969
-52
-0.6% -$12.9K 0.29% 63
2024
Q2 		$2.11M Buy
9,021
+313
+4% +$72.5K 0.23% 66
2024
Q1 		$1.98M Buy
8,708
+186
+2% +$38.6K 0.24% 69
2023
Q4 		$1.75M Sell
8,522
-453
-5% -$72.9K 0.22% 68
2023
Q3 		$1.34M Buy
8,975
+498
+6% +$81.5K 0.19% 75
2023
Q2 		$1.48M Sell
8,477
-69
-0.8% -$11.1K 0.21% 58
2023
Q1 		$1.35M Buy
8,546
+41
+0.5% +$6.8K 0.21% 65
2022
Q4 		$1.49M Sell
8,505
-451
-5% -$66.8K 0.23% 59
2022
Q3 		$1.23M Buy
8,956
+314
+4% +$47.5K 0.21% 61
2022
Q2 		$1.4M Buy
8,642
+51
+0.6% +$8.42K 0.22% 61
2022
Q1 		$1.38M Buy
8,591
+381
+5% +$68.8K 0.23% 61
2021
Q4 		$1.55M Sell
8,210
-1,473
-15% -$251K 0.24% 59
2021
Q3 		$1.62M Buy
9,683
+948
+11% +$159K 0.26% 59
2021
Q2 		$1.49M Buy
8,735
+630
+8% +$98.7K 0.24% 56
2021
Q1 		$1.24M Buy
8,105
+1,226
+18% +$162K 0.22% 63
2020
Q4 		$832K Buy
6,879
+2,189
+47% +$242K 0.15% 76
2020
Q3 		$475K Buy
4,690
+531
+13% +$52.2K 0.11% 80
2020
Q2 		$391K Buy
+4,159
New +$383K 0.12% 84

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

INVST's AXP Position: Q1 2026 in Review

INVST reduced its American Express (AXP) stake by 15% in Q1 2026, selling an estimated $231K and leaving 3,830 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #122.

INVST first reported a position in AXP in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.69M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • INVST held 3,830 shares of American Express worth $1.16M as of Q1 2026.
  • INVST sold 688 American Express shares in Q1 2026, an estimated $231K.
  • American Express made up 0.13% of INVST's portfolio in Q1 2026, its #122 holding.
  • INVST first reported a position in American Express in Q2 2020 and has held it in 24 quarters since.
  • INVST's American Express position peaked at $2.69M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.