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Millington Financial Advisors’s American Express AXP Stock Holding History

Millington Financial Advisors’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 		$834K Buy
2,615
+25
+1% +$8.38K 0.35% 59
2025
Q4 		$930K Buy
2,590
+10
+0.4% +$3.58K 0.41% 55
2025
Q3 		$834K Buy
2,580
+7
+0.3% +$2.23K 0.4% 57
2025
Q2 		$794K Buy
2,573
+16
+0.6% +$4.5K 0.4% 54
2025
Q1 		$642K Hold
2,557
– – 0.39% 56
2024
Q4 		$809K Sell
2,557
-170
-6% -$48.8K 0.47% 46
2024
Q3 		$740K Hold
2,727
– – 0.46% 48
2024
Q2 		$631K Hold
2,727
– – 0.44% 49
2024
Q1 		$621K Hold
2,727
– – 0.44% 50
2023
Q4 		$511K Buy
+2,727
New +$439K 0.41% 53

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

Millington Financial Advisors's AXP Position: Q1 2026 in Review

Millington Financial Advisors increased its American Express (AXP) stake by 0.97% in Q1 2026, buying an estimated $8.38K and bringing the position to 2,615 shares worth $834K. The position accounts for 0.35% of the portfolio, ranked #59.

Millington Financial Advisors first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $930K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Millington Financial Advisors held 2,615 shares of American Express worth $834K as of Q1 2026.
  • Millington Financial Advisors bought 25 American Express shares in Q1 2026, an estimated $8.38K.
  • American Express made up 0.35% of Millington Financial Advisors's portfolio in Q1 2026, its #59 holding.
  • Millington Financial Advisors first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Millington Financial Advisors's American Express position peaked at $930K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.