MBA Advisors’s American Express AXP Stock Holding History

MBA Advisors’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	–	Sell	-596	Closed	-$220K	–	147
2025 Q4	$220K	Buy	+596	New	+$213K	0.09%	131
2023 Q1	–	Sell	-1,587	Closed	-$234K	–	123
2022 Q4	$234K	Buy	+1,587	New	+$235K	0.15%	112
2022 Q2	–	Sell	-1,287	Closed	-$241K	–	129
2022 Q1	$241K	Sell	1,287 -50	-4%	-$9.03K	0.15%	129
2021 Q4	$219K	Sell	1,337 -20	-1%	-$3.41K	0.14%	138
2021 Q3	$227K	Sell	1,357 -30	-2%	-$5.02K	0.17%	124
2021 Q2	$229	Buy	+1,387	New	+$217K	0.11%	126

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

MBA Advisors's AXP Position: Q1 2026 in Review

MBA Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 596 shares — an estimated $220K sold.

MBA Advisors first reported a position in AXP in Q2 2021 and held it in 6 quarters. The position peaked at $241K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

MBA Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
MBA Advisors sold 596 American Express shares in Q1 2026, an estimated $220K.
MBA Advisors first reported a position in American Express in Q2 2021 and held it in 6 quarters.
MBA Advisors's American Express position peaked at $241K in Q1 2022.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.