Macroview Investment Management’s American Express AXP Stock Holding History

Macroview Investment 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	$640K	Sell	2,115 -56	-3%	-$18.8K	0.44%	49
2025 Q4	$803K	Buy	2,171 +67	+3%	+$24K	0.55%	45
2025 Q3	$699K	Hold	2,104	–	–	0.52%	44
2025 Q2	$671K	Buy	2,104 +4	+0.2%	+$1.13K	0.55%	42
2025 Q1	$565K	Hold	2,100	–	–	0.53%	43
2024 Q4	$623K	Hold	2,100	–	–	0.63%	38
2024 Q3	$570K	Hold	2,100	–	–	0.56%	39
2024 Q2	$486K	Sell	2,100 -13	-0.6%	-$3.01K	0.52%	39
2024 Q1	$481K	Hold	2,113	–	–	0.53%	46
2023 Q4	$396K	Sell	2,113 -617	-23%	-$99.3K	0.47%	50
2023 Q3	$407K	Buy	+2,730	New	+$447K	0.54%	45
2023 Q1	–	Sell	-168	Closed	-$24.8K	–	458
2022 Q4	$24.8K	Buy	+168	New	+$24.9K	0.04%	125
2015 Q1	–	Sell	-2	Closed	–	–	140
2014 Q4	$0	Hold	2	–	–	﹤0.01%	206
2014 Q3	$0	Buy	+2	New	+$180	﹤0.01%	215

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

Macroview Investment Management's AXP Position: Q1 2026 in Review

Macroview Investment Management reduced its American Express (AXP) stake by 2.6% in Q1 2026, selling an estimated $18.8K and leaving 2,115 shares worth $640K. The position accounts for 0.44% of the portfolio, ranked #49.

Macroview Investment Management first reported a position in AXP in Q3 2014 and has held it in 14 quarters since. The position peaked at $803K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Macroview Investment Management held 2,115 shares of American Express worth $640K as of Q1 2026.
Macroview Investment Management sold 56 American Express shares in Q1 2026, an estimated $18.8K.
American Express made up 0.44% of Macroview Investment Management's portfolio in Q1 2026, its #49 holding.
Macroview Investment Management first reported a position in American Express in Q3 2014 and has held it in 14 quarters since.
Macroview Investment Management's American Express position peaked at $803K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Macroview Investment Management's 13F filing for Q1 2026, filed 8 May 2026.