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Moneta Group Investment Advisors’s American Express AXP Stock Holding History

Moneta Group Investment 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 		$2.74M Sell
9,057
-72
-0.8% -$24.1K 0.02% 235
2025
Q4 		$3.38M Sell
9,129
-1,055
-10% -$378K 0.03% 210
2025
Q3 		$3.38M Buy
10,184
+35
+0.3% +$11.1K 0.03% 203
2025
Q2 		$3.24M Buy
10,149
+194
+2% +$54.6K 0.04% 171
2025
Q1 		$2.68M Buy
9,955
+1,469
+17% +$434K 0.04% 177
2024
Q4 		$2.52M Sell
8,486
-82
-1% -$23.6K 0.04% 184
2024
Q3 		$2.32M Sell
8,568
-508
-6% -$126K 0.03% 183
2024
Q2 		$2.1M Buy
9,076
+399
+5% +$92.4K 0.03% 184
2024
Q1 		$1.98M Buy
8,677
+1,155
+15% +$239K 0.03% 190
2023
Q4 		$1.41M Sell
7,522
-3,014
-29% -$485K 0.03% 200
2023
Q3 		$1.57M Sell
10,536
-2,604
-20% -$426K 0.04% 185
2023
Q2 		$2.29M Buy
13,140
+244
+2% +$39.4K 0.05% 153
2023
Q1 		$2.13M Buy
12,896
+3,413
+36% +$566K 0.05% 153
2022
Q4 		$1.66M Sell
9,483
-2,125
-18% -$315K 0.05% 165
2022
Q3 		$1.57M Sell
11,608
-2,077
-15% -$314K 0.06% 150
2022
Q2 		$1.9M Buy
13,685
+4,337
+46% +$716K 0.06% 147
2022
Q1 		$1.75M Buy
9,348
+4,868
+109% +$879K 0.07% 148
2021
Q4 		$733K Buy
4,480
+385
+9% +$65.7K 0.03% 245
2021
Q3 		$686K Sell
4,095
-365
-8% -$61K 0.03% 237
2021
Q2 		$737K Buy
4,460
+289
+7% +$45.3K 0.03% 230
2021
Q1 		$590K Buy
4,171
+85
+2% +$11.2K 0.03% 236
2020
Q4 		$494K Buy
4,086
+156
+4% +$17.3K 0.04% 195
2020
Q3 		$394K Sell
3,930
-1,375
-26% -$135K 0.03% 191
2020
Q2 		$505K Buy
5,305
+1,450
+38% +$134K 0.05% 157
2020
Q1 		$330K Sell
3,855
-2,065
-35% -$240K 0.03% 192
2019
Q4 		$737K Sell
5,920
-159
-3% -$19K 0.06% 143
2019
Q3 		$719K Buy
6,079
+133
+2% +$16.3K 0.07% 142
2019
Q2 		$734K Sell
5,946
-257
-4% -$30.2K 0.07% 132
2019
Q1 		$678K Buy
6,203
+223
+4% +$23.4K 0.07% 121
2018
Q4 		$570K Buy
5,980
+86
+1% +$9K 0.07% 130
2018
Q3 		$628K Buy
5,894
+153
+3% +$15.9K 0.06% 132
2018
Q2 		$563K Sell
5,741
-23
-0.4% -$2.26K 0.06% 160
2018
Q1 		$538K Buy
5,764
+57
+1% +$5.52K 0.07% 119
2017
Q4 		$567K Hold
5,707
– – 0.09% 112
2017
Q3 		$516K Buy
5,707
+7
+0.1% +$602 0.08% 113
2017
Q2 		$480K Hold
5,700
– – 0.08% 126
2017
Q1 		$451K Sell
5,700
-618
-10% -$48.3K 0.09% 92
2016
Q4 		$468K Buy
6,318
+468
+8% +$32.4K 0.1% 94
2016
Q3 		$375K Sell
5,850
-50
-0.8% -$3.21K 0.09% 95
2016
Q2 		$358K Hold
5,900
– – 0.08% 127
2016
Q1 		$362K Buy
5,900
+2,700
+84% +$157K 0.08% 122
2015
Q4 		$223K Buy
3,200
+200
+7% +$14.6K 0.05% 125
2015
Q3 		$222K Sell
3,000
-2,400
-44% -$185K 0.06% 120
2015
Q2 		$420K Sell
5,400
-4,500
-45% -$357K 0.13% 85
2015
Q1 		$773K Buy
9,900
+300
+3% +$24.9K 0.33% 58
2014
Q4 		$893K Buy
9,600
+200
+2% +$17.9K 0.43% 38
2014
Q3 		$823K Buy
9,400
+500
+6% +$45K 0.43% 36
2014
Q2 		$844K Buy
8,900
+3,000
+51% +$270K 0.45% 35
2014
Q1 		$531K Hold
5,900
– – 0.31% 52
2013
Q4 		$535K Buy
5,900
+400
+7% +$32.9K 0.32% 55
2013
Q3 		$415K Hold
5,500
– – 0.27% 67
2013
Q2 		$411K Buy
+5,500
New +$391K 0.29% 61

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

Moneta Group Investment Advisors's AXP Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its American Express (AXP) stake by 0.79% in Q1 2026, selling an estimated $24.1K and leaving 9,057 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #235.

Moneta Group Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.38M in Q3 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Moneta Group Investment Advisors held 9,057 shares of American Express worth $2.74M as of Q1 2026.
  • Moneta Group Investment Advisors sold 72 American Express shares in Q1 2026, an estimated $24.1K.
  • American Express made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #235 holding.
  • Moneta Group Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's American Express position peaked at $3.38M in Q3 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.