Mirabella Financial Services’s American Express AXP Stock Holding History

Mirabella Financial 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	$423K	Buy	+1,399	New	+$469K	0.04%	333
2024 Q2	–	Sell	-6,326	Closed	-$1.44M	–	451
2024 Q1	$1.44M	Buy	6,326 +60	+1%	+$12.4K	0.1%	152
2023 Q4	$1.17M	Buy	6,266 +4,538	+263%	+$730K	0.16%	126
2023 Q3	$258K	Buy	+1,728	New	+$283K	0.04%	296
2023 Q1	–	Sell	-3,392	Closed	-$501K	–	400
2022 Q4	$501K	Buy	+3,392	New	+$503K	0.04%	200
2022 Q3	–	Sell	-2,234	Closed	-$310K	–	335
2022 Q2	$310K	Buy	+2,234	New	+$369K	0.03%	319

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

Mirabella Financial Services's AXP Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in American Express (AXP) in Q1 2026: 1,399 shares worth $423K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in AXP as recently as Q1 2024.

Mirabella Financial Services first reported a position in AXP in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.44M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Mirabella Financial Services held 1,399 shares of American Express worth $423K as of Q1 2026.
American Express was a new Mirabella Financial Services position in Q1 2026.
American Express made up 0.04% of Mirabella Financial Services's portfolio in Q1 2026, its #333 holding.
Mirabella Financial Services first reported a position in American Express in Q2 2022 and has held it in 6 quarters since.
Mirabella Financial Services's American Express position peaked at $1.44M in Q1 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.