Massachusetts Financial Services’s American Express AXP Stock Holding History

Massachusetts Financial Services’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	$1.56B	Sell	5,067,655 -739,804	-13%	-$248M	0.52%	51
2025 Q4	$2.15B	Sell	5,807,459 -686,853	-11%	-$246M	0.69%	28
2025 Q3	$2.16B	Sell	6,494,312 -866,177	-12%	-$276M	0.67%	29
2025 Q2	$2.35B	Sell	7,360,489 -508,792	-6%	-$143M	0.75%	23
2025 Q1	$2.12B	Sell	7,869,281 -676,805	-8%	-$200M	0.7%	27
2024 Q4	$2.54B	Sell	8,546,086 -647,315	-7%	-$186M	0.8%	19
2024 Q3	$2.49B	Sell	9,193,401 -365,250	-4%	-$90.9M	0.74%	23
2024 Q2	$2.21B	Sell	9,558,651 -196,904	-2%	-$45.6M	0.68%	30
2024 Q1	$2.22B	Sell	9,755,555 -746,964	-7%	-$155M	0.66%	34
2023 Q4	$1.97B	Sell	10,502,519 -767,251	-7%	-$124M	0.64%	38
2023 Q3	$1.68B	Sell	11,269,770 -754,781	-6%	-$123M	0.59%	44
2023 Q2	$2.09B	Buy	12,024,551 +354,607	+3%	+$57.2M	0.69%	35
2023 Q1	$1.92B	Buy	11,669,944 +128,791	+1%	+$21.4M	0.66%	38
2022 Q4	$1.71B	Sell	11,541,153 -1,051,677	-8%	-$156M	0.6%	49
2022 Q3	$1.7B	Sell	12,592,830 -542,067	-4%	-$82M	0.64%	43
2022 Q2	$1.82B	Sell	13,134,897 -257,494	-2%	-$42.5M	0.63%	45
2022 Q1	$2.5B	Buy	13,392,391 +906,904	+7%	+$164M	0.74%	31
2021 Q4	$2.04B	Buy	12,485,487 +115,450	+0.9%	+$19.7M	0.56%	47
2021 Q3	$2.07B	Sell	12,370,037 -409,870	-3%	-$68.5M	0.61%	43
2021 Q2	$2.11B	Sell	12,779,907 -181,577	-1%	-$28.4M	0.62%	43
2021 Q1	$1.83B	Buy	12,961,484 +296,189	+2%	+$39.1M	0.56%	47
2020 Q4	$1.53B	Buy	12,665,295 +1,476,507	+13%	+$164M	0.49%	52
2020 Q3	$1.12B	Buy	11,188,788 +584,604	+6%	+$57.5M	0.41%	68
2020 Q2	$1.01B	Sell	10,604,184 -111,950	-1%	-$10.3M	0.4%	71
2020 Q1	$917M	Buy	10,716,134 +964,546	+10%	+$112M	0.44%	68
2019 Q4	$1.21B	Sell	9,751,588 -276,437	-3%	-$33M	0.46%	64
2019 Q3	$1.19B	Sell	10,028,025 -847,603	-8%	-$104M	0.48%	64
2019 Q2	$1.34B	Sell	10,875,628 -489,772	-4%	-$57.5M	0.55%	55
2019 Q1	$1.24B	Sell	11,365,400 -2,140,542	-16%	-$225M	0.52%	56
2018 Q4	$1.29B	Sell	13,505,942 -2,598,938	-16%	-$272M	0.62%	47
2018 Q3	$1.72B	Sell	16,104,880 -804,244	-5%	-$83.6M	0.71%	43
2018 Q2	$1.66B	Sell	16,909,124 -260,418	-2%	-$25.6M	0.71%	41
2018 Q1	$1.6B	Sell	17,169,542 -214,016	-1%	-$20.7M	0.69%	42
2017 Q4	$1.73B	Sell	17,383,558 -160,824	-0.9%	-$15.3M	0.72%	40
2017 Q3	$1.59B	Sell	17,544,382 -17,234	-0.1%	-$1.48M	0.69%	43
2017 Q2	$1.48B	Sell	17,561,616 -539,653	-3%	-$42.7M	0.66%	46
2017 Q1	$1.43B	Sell	18,101,269 -351,707	-2%	-$27.5M	0.67%	46
2016 Q4	$1.37B	Sell	18,452,976 -2,262,575	-11%	-$157M	0.67%	47
2016 Q3	$1.33B	Sell	20,715,551 -1,084,781	-5%	-$69.7M	0.65%	48
2016 Q2	$1.32B	Sell	21,800,332 -440,601	-2%	-$27.9M	0.67%	44
2016 Q1	$1.37B	Sell	22,240,933 -1,939,113	-8%	-$113M	0.71%	35
2015 Q4	$1.68B	Sell	24,180,046 -198,084	-0.8%	-$14.4M	0.9%	25
2015 Q3	$1.81B	Buy	24,378,130 +2,171,768	+10%	+$167M	1.01%	23
2015 Q2	$1.73B	Buy	22,206,362 +2,718,306	+14%	+$216M	0.88%	27
2015 Q1	$1.52B	Buy	19,488,056 +4,267,630	+28%	+$355M	0.77%	32
2014 Q4	$1.42B	Buy	15,220,426 +493,225	+3%	+$44.2M	0.72%	35
2014 Q3	$1.29B	Buy	14,727,201 +230,042	+2%	+$20.7M	0.68%	39
2014 Q2	$1.38B	Sell	14,497,159 -112,331	-0.8%	-$10.1M	0.72%	38
2014 Q1	$1.32B	Buy	14,609,490 +266,548	+2%	+$23.8M	0.72%	40
2013 Q4	$1.3B	Buy	14,342,942 +171,804	+1%	+$14.1M	0.73%	38
2013 Q3	$1.07B	Buy	14,171,138 +75,102	+0.5%	+$5.65M	0.66%	42
2013 Q2	$1.05B	Buy	+14,096,036	New	+$1B	0.71%	38

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

Massachusetts Financial Services's AXP Position: Q1 2026 in Review

Massachusetts Financial Services reduced its American Express (AXP) stake by 13% in Q1 2026, selling an estimated $248M and leaving 5,067,655 shares worth $1.56B. The position accounts for 0.52% of the portfolio, ranked #51.

Massachusetts Financial Services first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.54B in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Massachusetts Financial Services held 5,067,655 shares of American Express worth $1.56B as of Q1 2026.
Massachusetts Financial Services sold 739,804 American Express shares in Q1 2026, an estimated $248M.
American Express made up 0.52% of Massachusetts Financial Services's portfolio in Q1 2026, its #51 holding.
Massachusetts Financial Services first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Massachusetts Financial Services's American Express position peaked at $2.54B in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.