JSAM
AXP icon

J. Safra Asset Management’s American Express AXP Stock Holding History

J. Safra Asset 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 		$3.02K Hold
10
– – ﹤0.01% 557
2025
Q4 		$3.7K Buy
+10
New +$3.58K ﹤0.01% 467
2016
Q1 		– Sell
-9,401
Closed -$654K – 104
2015
Q4 		$654K Buy
+9,401
New +$684K 0.5% 49

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

J. Safra Asset Management's AXP Position: Q1 2026 in Review

J. Safra Asset Management held its American Express (AXP) position steady in Q1 2026 at 10 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

J. Safra Asset Management first reported a position in AXP in Q4 2015 and has held it in 3 quarters since. The position peaked at $654K in Q4 2015. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • J. Safra Asset Management held 10 shares of American Express worth $3.02K as of Q1 2026.
  • J. Safra Asset Management left its American Express share count unchanged in Q1 2026.
  • American Express made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #557 holding.
  • J. Safra Asset Management first reported a position in American Express in Q4 2015 and has held it in 3 quarters since.
  • J. Safra Asset Management's American Express position peaked at $654K in Q4 2015.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.