M
AXP icon

MOTCO’s American Express AXP Stock Holding History

MOTCO’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 		$502K Sell
1,661
-7
-0.4% -$2.35K 0.05% 145
2025
Q4 		$617K Hold
1,668
– – 0.06% 142
2025
Q3 		$554K Hold
1,668
– – 0.05% 145
2025
Q2 		$499K Sell
1,668
-24
-1% -$6.75K 0.05% 147
2025
Q1 		$455K Buy
1,692
+167
+11% +$49.4K 0.05% 139
2024
Q4 		$453K Sell
1,525
-555
-27% -$159K 0.05% 141
2024
Q3 		$564K Buy
2,080
+25
+1% +$6.22K 0.06% 144
2024
Q2 		$476K Buy
2,055
+610
+42% +$141K 0.03% 204
2024
Q1 		$329K Sell
1,445
-1
-0.1% -$207 0.02% 237
2023
Q4 		$271K Hold
1,446
– – 0.02% 227
2023
Q3 		$216K Sell
1,446
-16
-1% -$2.62K 0.01% 224
2023
Q2 		$255K Buy
1,462
+17
+1% +$2.74K 0.02% 215
2023
Q1 		$238K Hold
1,445
– – 0.02% 215
2022
Q4 		$213K Sell
1,445
-717
-33% -$106K 0.02% 225
2022
Q3 		$291K Buy
2,162
+717
+50% +$109K 0.02% 196
2022
Q2 		$201K Hold
1,445
– – 0.02% 229
2022
Q1 		$270K Buy
1,445
+175
+14% +$31.6K 0.02% 213
2021
Q4 		$207K Hold
1,270
– – 0.01% 232
2021
Q3 		$213K Sell
1,270
-1,080
-46% -$181K 0.01% 227
2021
Q2 		$389K Hold
2,350
– – 0.03% 192
2021
Q1 		$333K Sell
2,350
-67
-3% -$8.85K 0.02% 196
2020
Q4 		$292K Sell
2,417
-275
-10% -$30.5K 0.02% 200
2020
Q3 		$270K Hold
2,692
– – 0.02% 198
2020
Q2 		$256K Hold
2,692
– – 0.02% 185
2020
Q1 		$230K Sell
2,692
-3
-0.1% -$349 0.02% 189
2019
Q4 		$335K Buy
2,695
+480
+22% +$57.4K 0.03% 178
2019
Q3 		$262K Sell
2,215
-434
-16% -$53.2K 0.02% 195
2019
Q2 		$327K Sell
2,649
-31
-1% -$3.64K 0.03% 187
2019
Q1 		$293K Sell
2,680
-175
-6% -$18.4K 0.03% 186
2018
Q4 		$272K Hold
2,855
– – 0.03% 183
2018
Q3 		$304K Hold
2,855
– – 0.03% 179
2018
Q2 		$280K Hold
2,855
– – 0.03% 175
2018
Q1 		$266K Buy
2,855
+1,205
+73% +$117K 0.03% 184
2017
Q4 		$164K Hold
1,650
– – 0.02% 202
2017
Q3 		$149K Sell
1,650
-1,700
-51% -$146K 0.02% 213
2017
Q2 		$282K Buy
3,350
+1,655
+98% +$131K 0.03% 178
2017
Q1 		$134K Sell
1,695
-51
-3% -$3.99K 0.01% 210
2016
Q4 		$129K Sell
1,746
-69
-4% -$4.78K 0.01% 213
2016
Q3 		$116K Buy
1,815
+436
+32% +$28K 0.01% 222
2016
Q2 		$84K Buy
1,379
+33
+2% +$2.09K 0.01% 240
2016
Q1 		$82K Hold
1,346
– – 0.01% 238
2015
Q4 		$94K Sell
1,346
-38
-3% -$2.77K 0.01% 219
2015
Q3 		$102K Buy
1,384
+56
+4% +$4.31K 0.01% 216
2015
Q2 		$103K Buy
1,328
+10
+0.8% +$793 0.01% 226
2015
Q1 		$102K Sell
1,318
-969
-42% -$80.5K 0.01% 232
2014
Q4 		$213K Sell
2,287
-995
-30% -$89.2K 0.02% 188
2014
Q3 		$288K Sell
3,282
-43
-1% -$3.87K 0.03% 174
2014
Q2 		$315K Sell
3,325
-198
-6% -$17.8K 0.03% 164
2014
Q1 		$317K Sell
3,523
-300
-8% -$26.8K 0.04% 163
2013
Q4 		$347K Sell
3,823
-300
-7% -$24.6K 0.04% 160
2013
Q3 		$312K Sell
4,123
-200
-5% -$15K 0.04% 161
2013
Q2 		$323K Buy
+4,323
New +$308K 0.04% 161

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

MOTCO's AXP Position: Q1 2026 in Review

MOTCO reduced its American Express (AXP) stake by 0.42% in Q1 2026, selling an estimated $2.35K and leaving 1,661 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #145.

MOTCO first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $617K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • MOTCO held 1,661 shares of American Express worth $502K as of Q1 2026.
  • MOTCO sold 7 American Express shares in Q1 2026, an estimated $2.35K.
  • American Express made up 0.05% of MOTCO's portfolio in Q1 2026, its #145 holding.
  • MOTCO first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • MOTCO's American Express position peaked at $617K in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.