MJP Associates’s American Express AXP Stock Holding History

MJP Associates’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	$454K	Sell	1,501 -1,384	-48%	-$464K	0.06%	115
2025 Q4	$1.07M	Sell	2,885 -760	-21%	-$272K	0.13%	68
2025 Q3	$1.21M	Sell	3,645 -53	-1%	-$16.9K	0.16%	58
2025 Q2	$1.18M	Buy	3,698 +152	+4%	+$42.8K	0.17%	55
2025 Q1	$954K	Buy	3,546 +404	+13%	+$119K	0.17%	62
2024 Q4	$933K	Buy	3,142 +1,867	+146%	+$536K	0.17%	62
2024 Q3	$346K	Sell	1,275 -48	-4%	-$12K	0.07%	149
2024 Q2	$306K	Buy	1,323 +20	+2%	+$4.63K	0.06%	169
2024 Q1	$297K	Buy	+1,303	New	+$270K	0.06%	171
2023 Q3	–	Sell	-1,415	Closed	-$247K	–	170
2023 Q2	$247K	Buy	+1,415	New	+$228K	0.08%	123
2022 Q2	–	Sell	-1,894	Closed	-$354K	–	139
2022 Q1	$354K	Buy	+1,894	New	+$342K	0.09%	97

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

MJP Associates's AXP Position: Q1 2026 in Review

MJP Associates reduced its American Express (AXP) stake by 48% in Q1 2026, selling an estimated $464K and leaving 1,501 shares worth $454K. The position accounts for 0.06% of the portfolio, ranked #115.

MJP Associates first reported a position in AXP in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.21M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

MJP Associates held 1,501 shares of American Express worth $454K as of Q1 2026.
MJP Associates sold 1,384 American Express shares in Q1 2026, an estimated $464K.
American Express made up 0.06% of MJP Associates's portfolio in Q1 2026, its #115 holding.
MJP Associates first reported a position in American Express in Q1 2022 and has held it in 11 quarters since.
MJP Associates's American Express position peaked at $1.21M in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.