Meritage Portfolio Management’s American Express AXP Stock Holding History

Meritage Portfolio Management’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
2025 Q4	$336K	Hold	909	–	–	0.02%	261
2025 Q3	$302K	Hold	909	–	–	0.02%	282
2025 Q2	$290K	Hold	909	–	–	0.02%	289
2025 Q1	$245K	Sell	909 -20	-2%	-$5.91K	0.02%	300
2024 Q4	$276K	Buy	929 +20	+2%	+$5.75K	0.02%	296
2024 Q3	$247K	Hold	909	–	–	0.02%	310
2024 Q2	$210K	Hold	909	–	–	0.01%	323
2024 Q1	$207K	Buy	+909	New	+$188K	0.01%	328
2017 Q4	–	Sell	-2,864	Closed	-$260K	–	199
2017 Q3	$260K	Hold	2,864	–	–	0.03%	189
2017 Q2	$241K	Hold	2,864	–	–	0.02%	191
2017 Q1	$227K	Sell	2,864 -124	-4%	-$9.69K	0.02%	185
2016 Q4	$221K	Buy	+2,988	New	+$207K	0.02%	177
2016 Q3	–	Sell	-4,391	Closed	-$267K	–	181
2016 Q2	$267K	Sell	4,391 -1,241	-22%	-$78.6K	0.03%	179
2016 Q1	$346K	Hold	5,632	–	–	0.04%	164
2015 Q4	$391K	Sell	5,632 -6,030	-52%	-$439K	0.04%	183
2015 Q3	$865K	Buy	11,662 +6,000	+106%	+$462K	0.1%	165
2015 Q2	$440K	Hold	5,662	–	–	0.05%	191
2015 Q1	$443K	Buy	5,662 +1,295	+30%	+$108K	0.04%	194
2014 Q4	$407K	Sell	4,367 -617	-12%	-$55.3K	0.04%	194
2014 Q3	$436K	Buy	+4,984	New	+$449K	0.05%	188

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Meritage Portfolio Management's AXP Position: Q4 2025 in Review

Meritage Portfolio Management held its American Express (AXP) position steady in Q4 2025 at 909 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #261.

Meritage Portfolio Management first reported a position in AXP in Q3 2014 and has held it in 20 quarters since. The position peaked at $865K in Q3 2015. 3,037 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Meritage Portfolio Management held 909 shares of American Express worth $336K as of Q4 2025.
Meritage Portfolio Management left its American Express share count unchanged in Q4 2025.
American Express made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #261 holding.
Meritage Portfolio Management first reported a position in American Express in Q3 2014 and has held it in 20 quarters since.
Meritage Portfolio Management's American Express position peaked at $865K in Q3 2015.
3,037 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.