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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
2022
Q1 		– Sell
-100
Closed -$19K – 196
2021
Q4 		$19K Buy
+100
New +$17.1K ﹤0.01% 210

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 $336B AUM 34.66% 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. 2,891 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.
  • 2,891 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.