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McAdam LLC’s American Express AXP Stock Holding History

McAdam LLC’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 		$2.08M Buy
6,892
+65
+1% +$21.8K 0.09% 104
2025
Q4 		$2.53M Buy
6,827
+77
+1% +$27.6K 0.12% 91
2025
Q3 		$2.24M Buy
6,750
+117
+2% +$37.2K 0.11% 95
2025
Q2 		$2.12M Buy
6,633
+99
+2% +$27.9K 0.12% 92
2025
Q1 		$1.76M Sell
6,534
-21
-0.3% -$6.21K 0.11% 96
2024
Q4 		$1.95M Sell
6,555
-41
-0.6% -$11.8K 0.11% 96
2024
Q3 		$1.79M Sell
6,596
-613
-9% -$153K 0.1% 98
2024
Q2 		$1.67M Buy
7,209
+129
+2% +$29.9K 0.1% 89
2024
Q1 		$1.61M Buy
7,080
+29
+0.4% +$6.01K 0.1% 92
2023
Q4 		$1.32M Sell
7,051
-23
-0.3% -$3.7K 0.1% 94
2023
Q3 		$1.06M Buy
7,074
+10
+0.1% +$1.64K 0.09% 105
2023
Q2 		$1.23M Buy
7,064
+153
+2% +$24.7K 0.1% 98
2023
Q1 		$1.14M Buy
6,911
+613
+10% +$102K 0.1% 102
2022
Q4 		$1.03M Sell
6,298
-478
-7% -$70.8K 0.1% 75
2022
Q3 		$914K Buy
6,776
+32
+0.5% +$4.84K 0.1% 100
2022
Q2 		$935K Buy
6,744
+440
+7% +$72.7K 0.1% 100
2022
Q1 		$1.18M Buy
6,304
+6
+0.1% +$1.08K 0.11% 76
2021
Q4 		$1.03M Sell
6,298
-127
-2% -$21.7K 0.1% 75
2021
Q3 		$1.08M Sell
6,425
-62
-1% -$10.4K 0.12% 71
2021
Q2 		$1.11M Sell
6,487
-572
-8% -$89.6K 0.13% 69
2021
Q1 		$998K Buy
7,059
+89
+1% +$11.8K 0.14% 65
2020
Q4 		$844K Hold
6,970
– – 0.13% 68
2020
Q3 		$699K Hold
6,970
– – 0.13% 57
2020
Q2 		$664K Buy
+6,970
New +$642K 0.14% 58
2018
Q2 		– Sell
-45
Closed -$4K – 642
2018
Q1 		$4K Buy
+45
New +$4.36K ﹤0.01% 422

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

McAdam LLC's AXP Position: Q1 2026 in Review

McAdam LLC increased its American Express (AXP) stake by 0.95% in Q1 2026, buying an estimated $21.8K and bringing the position to 6,892 shares worth $2.08M. The position accounts for 0.09% of the portfolio, ranked #104.

McAdam LLC first reported a position in AXP in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.53M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • McAdam LLC held 6,892 shares of American Express worth $2.08M as of Q1 2026.
  • McAdam LLC bought 65 American Express shares in Q1 2026, an estimated $21.8K.
  • American Express made up 0.09% of McAdam LLC's portfolio in Q1 2026, its #104 holding.
  • McAdam LLC first reported a position in American Express in Q1 2018 and has held it in 25 quarters since.
  • McAdam LLC's American Express position peaked at $2.53M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.