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Money Concepts Capital’s American Express AXP Stock Holding History

Money Concepts Capital’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 		$965K Buy
3,191
+93
+3% +$31.2K 0.05% 291
2025
Q4 		$1.15M Sell
3,098
-81
-3% -$29K 0.06% 253
2025
Q3 		$1.06M Buy
3,179
+470
+17% +$149K 0.07% 244
2025
Q2 		$864K Buy
2,709
+69
+3% +$19.4K 0.06% 262
2025
Q1 		$710K Buy
2,640
+174
+7% +$51.4K 0.05% 263
2024
Q4 		$732K Buy
2,466
+1,255
+104% +$361K 0.05% 249
2024
Q3 		$328K Buy
1,211
+95
+9% +$23.7K 0.02% 330
2024
Q2 		$258K Sell
1,116
-45
-4% -$10.4K 0.02% 344
2024
Q1 		$264K Buy
+1,161
New +$241K 0.02% 350
2023
Q1 		– Sell
-3,262
Closed -$482K – 652
2022
Q4 		$482K Buy
3,262
+2,646
+430% +$392K 0.02% 442
2022
Q3 		$83K Buy
616
+21
+4% +$3.18K ﹤0.01% 607
2022
Q2 		$84K Sell
595
-2,908
-83% -$480K 0.01% 602
2022
Q1 		$655K Buy
+3,503
New +$633K 0.04% 376

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

Money Concepts Capital's AXP Position: Q1 2026 in Review

Money Concepts Capital increased its American Express (AXP) stake by 3% in Q1 2026, buying an estimated $31.2K and bringing the position to 3,191 shares worth $965K. The position accounts for 0.05% of the portfolio, ranked #291.

Money Concepts Capital first reported a position in AXP in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Money Concepts Capital held 3,191 shares of American Express worth $965K as of Q1 2026.
  • Money Concepts Capital bought 93 American Express shares in Q1 2026, an estimated $31.2K.
  • American Express made up 0.05% of Money Concepts Capital's portfolio in Q1 2026, its #291 holding.
  • Money Concepts Capital first reported a position in American Express in Q1 2022 and has held it in 13 quarters since.
  • Money Concepts Capital's American Express position peaked at $1.15M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.