M3 Advisory Group’s American Express AXP Stock Holding History

M3 Advisory Group’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	$210K	Sell	693 -11	-2%	-$3.69K	0.13%	140
2025 Q4	$260K	Buy	704 +1	+0.1%	+$358	0.16%	107
2025 Q3	$234K	Buy	703 +2	+0.3%	+$636	0.15%	127
2025 Q2	$224K	Sell	701 -83	-11%	-$23.4K	0.15%	127
2025 Q1	$211K	Sell	784 -821	-51%	-$243K	0.17%	130
2024 Q4	$476K	Buy	1,605 +101	+7%	+$29K	0.34%	66
2024 Q3	$408K	Buy	1,504 +129	+9%	+$32.1K	0.3%	77
2024 Q2	$318K	Buy	1,375 +438	+47%	+$101K	0.26%	89
2024 Q1	$213K	Buy	+937	New	+$194K	0.19%	120

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

M3 Advisory Group's AXP Position: Q1 2026 in Review

M3 Advisory Group reduced its American Express (AXP) stake by 1.6% in Q1 2026, selling an estimated $3.69K and leaving 693 shares worth $210K. The position accounts for 0.13% of the portfolio, ranked #140.

M3 Advisory Group first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $476K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

M3 Advisory Group held 693 shares of American Express worth $210K as of Q1 2026.
M3 Advisory Group sold 11 American Express shares in Q1 2026, an estimated $3.69K.
American Express made up 0.13% of M3 Advisory Group's portfolio in Q1 2026, its #140 holding.
M3 Advisory Group first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
M3 Advisory Group's American Express position peaked at $476K in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.