JGCM
AXP icon

Joseph Group Capital Management’s American Express AXP Stock Holding History

Joseph Group Capital 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 		$29.3K Buy
97
+27
+39% +$9.05K 0.01% 143
2025
Q4 		$25.9K Buy
+70
New +$25.1K 0.01% 114

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

Joseph Group Capital Management's AXP Position: Q1 2026 in Review

Joseph Group Capital Management increased its American Express (AXP) stake by 39% in Q1 2026, buying an estimated $9.05K and bringing the position to 97 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #143.

Joseph Group Capital Management first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Joseph Group Capital Management held 97 shares of American Express worth $29.3K as of Q1 2026.
  • Joseph Group Capital Management bought 27 American Express shares in Q1 2026, an estimated $9.05K.
  • American Express made up 0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #143 holding.
  • Joseph Group Capital Management first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.