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Means Investment Company’s American Express AXP Stock Holding History

Means Investment Company’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 		$348K Sell
1,151
-29
-2% -$9.72K 0.03% 152
2025
Q4 		$437K Buy
1,180
+1
+0.1% +$358 0.04% 133
2025
Q3 		$392K Sell
1,179
-14
-1% -$4.45K 0.03% 142
2025
Q2 		$381K Buy
1,193
+1
+0.1% +$281 0.04% 143
2025
Q1 		$321K Sell
1,192
-450
-27% -$133K 0.03% 148
2024
Q4 		$487K Buy
1,642
+1
+0.1% +$287 0.05% 126
2024
Q3 		$445K Sell
1,641
-73
-4% -$18.2K 0.05% 131
2024
Q2 		$397K Sell
1,714
-48
-3% -$11.1K 0.05% 139
2024
Q1 		$401K Sell
1,762
-332
-16% -$68.8K 0.05% 139
2023
Q4 		$392K Sell
2,094
-81
-4% -$13K 0.06% 136
2023
Q3 		$324K Sell
2,175
-270
-11% -$44.2K 0.05% 150
2023
Q2 		$426K Buy
2,445
+4
+0.2% +$645 0.07% 130
2023
Q1 		$403K Buy
2,441
+2
+0.1% +$332 0.07% 133
2022
Q4 		$360K Sell
2,439
-19
-0.8% -$2.81K 0.07% 138
2022
Q3 		$332K Buy
2,458
+3
+0.1% +$454 0.07% 141
2022
Q2 		$340K Sell
2,455
-125
-5% -$20.6K 0.07% 138
2022
Q1 		$482K Buy
2,580
+124
+5% +$22.4K 0.09% 121
2021
Q4 		$402K Buy
2,456
+53
+2% +$9.04K 0.07% 136
2021
Q3 		$403K Buy
2,403
+2
+0.1% +$334 0.08% 130
2021
Q2 		$397K Sell
2,401
-18
-0.7% -$2.82K 0.08% 134
2021
Q1 		$342K Hold
2,419
– – 0.08% 137
2020
Q4 		$310K Buy
2,419
+7
+0.3% +$775 0.07% 142
2020
Q3 		$233K Hold
2,412
– – 0.06% 133
2020
Q2 		$249K Sell
2,412
-126
-5% -$11.6K 0.08% 125
2020
Q1 		$210K Buy
2,538
+3
+0.1% +$349 0.08% 122
2019
Q4 		$333K Buy
2,535
+4
+0.2% +$478 0.11% 110
2019
Q3 		$303K Buy
2,531
+3
+0.1% +$368 0.11% 114
2019
Q2 		$318K Buy
2,528
+221
+10% +$26K 0.13% 110
2019
Q1 		$252K Buy
+2,307
New +$242K 0.11% 123

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

Means Investment Company's AXP Position: Q1 2026 in Review

Means Investment Company reduced its American Express (AXP) stake by 2.5% in Q1 2026, selling an estimated $9.72K and leaving 1,151 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #152.

Means Investment Company first reported a position in AXP in Q1 2019 and has held it in 29 quarters since. The position peaked at $487K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Means Investment Company held 1,151 shares of American Express worth $348K as of Q1 2026.
  • Means Investment Company sold 29 American Express shares in Q1 2026, an estimated $9.72K.
  • American Express made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #152 holding.
  • Means Investment Company first reported a position in American Express in Q1 2019 and has held it in 29 quarters since.
  • Means Investment Company's American Express position peaked at $487K in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.