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MONECO Advisors’s American Express AXP Stock Holding History

MONECO 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 		$685K Buy
2,266
+109
+5% +$36.5K 0.05% 254
2025
Q4 		$798K Sell
2,157
-80
-4% -$28.6K 0.06% 236
2025
Q3 		$743K Buy
2,237
+104
+5% +$33.1K 0.06% 240
2025
Q2 		$680K Buy
2,133
+15
+0.7% +$4.22K 0.06% 239
2025
Q1 		$570K Buy
2,118
+42
+2% +$12.4K 0.06% 255
2024
Q4 		$616K Buy
2,076
+484
+30% +$139K 0.07% 245
2024
Q3 		$432K Buy
1,592
+37
+2% +$9.21K 0.05% 284
2024
Q2 		$360K Buy
1,555
+26
+2% +$6.02K 0.05% 287
2024
Q1 		$348K Buy
1,529
+10
+0.7% +$2.07K 0.06% 292
2023
Q4 		$285K Sell
1,519
-23
-1% -$3.7K 0.05% 300
2023
Q3 		$230K Buy
1,542
+45
+3% +$7.36K 0.06% 299
2023
Q2 		$261K Sell
1,497
-47
-3% -$7.58K 0.07% 275
2023
Q1 		$255K Buy
+1,544
New +$256K 0.07% 267

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

MONECO Advisors's AXP Position: Q1 2026 in Review

MONECO Advisors increased its American Express (AXP) stake by 5.1% in Q1 2026, buying an estimated $36.5K and bringing the position to 2,266 shares worth $685K. The position accounts for 0.05% of the portfolio, ranked #254.

MONECO Advisors first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $798K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • MONECO Advisors held 2,266 shares of American Express worth $685K as of Q1 2026.
  • MONECO Advisors bought 109 American Express shares in Q1 2026, an estimated $36.5K.
  • American Express made up 0.05% of MONECO Advisors's portfolio in Q1 2026, its #254 holding.
  • MONECO Advisors first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • MONECO Advisors's American Express position peaked at $798K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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