Modus Advisors’s American Express AXP Stock Holding History

Modus 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	–	Sell	-32	Closed	-$11.8K	–	134
2025 Q4	$11.8K	Buy	+32	New	+$11.5K	﹤0.01%	259
2025 Q1	–	Sell	-27	Closed	-$8.01K	–	120
2024 Q4	$8.01K	Buy	+27	New	+$7.76K	﹤0.01%	232
2021 Q3	–	Sell	-23	Closed	-$4K	–	111
2021 Q2	$4K	Buy	+23	New	+$3.6K	﹤0.01%	234
2020 Q3	–	Sell	-137	Closed	-$13K	–	93
2020 Q2	$13K	Buy	+137	New	+$12.6K	0.01%	164

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

Modus Advisors's AXP Position: Q1 2026 in Review

Modus Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 32 shares — an estimated $11.8K sold.

Modus Advisors first reported a position in AXP in Q2 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2020. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Modus Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 32 American Express shares in Q1 2026, an estimated $11.8K.
Modus Advisors first reported a position in American Express in Q2 2020 and held it in 4 quarters.
Modus Advisors's American Express position peaked at $13K in Q2 2020.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.