Meeder Advisory Services’s American Express AXP Stock Holding History

Meeder Advisory 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	$5.24M	Buy	17,340 +726	+4%	+$243K	0.22%	68
2025 Q4	$6.15M	Buy	16,614 +1,177	+8%	+$421K	0.26%	55
2025 Q3	$5.13M	Buy	15,437 +477	+3%	+$152K	0.24%	59
2025 Q2	$4.77M	Buy	14,960 +1,185	+9%	+$334K	0.25%	59
2025 Q1	$3.71M	Buy	13,775 +228	+2%	+$67.4K	0.22%	71
2024 Q4	$4.02M	Buy	13,547 +48	+0.4%	+$13.8K	0.25%	58
2024 Q3	$3.66M	Buy	13,499 +400	+3%	+$99.6K	0.24%	68
2024 Q2	$3.03M	Buy	13,099 +3,682	+39%	+$853K	0.21%	78
2024 Q1	$2.14M	Buy	9,417 +480	+5%	+$99.5K	0.22%	78
2023 Q4	$1.67M	Sell	8,937 -96	-1%	-$15.5K	0.19%	92
2023 Q3	$1.35M	Sell	9,033 -1,539	-15%	-$252K	0.17%	102
2023 Q2	$1.84M	Buy	10,572 +108	+1%	+$17.4K	0.2%	92
2023 Q1	$1.73M	Buy	10,464 +414	+4%	+$68.7K	0.2%	95
2022 Q4	$1.48M	Buy	+10,050	New	+$1.49M	0.19%	95

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

Meeder Advisory Services's AXP Position: Q1 2026 in Review

Meeder Advisory Services increased its American Express (AXP) stake by 4.4% in Q1 2026, buying an estimated $243K and bringing the position to 17,340 shares worth $5.24M. The position accounts for 0.22% of the portfolio, ranked #68.

Meeder Advisory Services first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.15M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Meeder Advisory Services held 17,340 shares of American Express worth $5.24M as of Q1 2026.
Meeder Advisory Services bought 726 American Express shares in Q1 2026, an estimated $243K.
American Express made up 0.22% of Meeder Advisory Services's portfolio in Q1 2026, its #68 holding.
Meeder Advisory Services first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's American Express position peaked at $6.15M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.