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Mount Yale Investment Advisors’s American Express AXP Stock Holding History

Mount Yale 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 		$6.03M Buy
19,944
+15,001
+303% +$5.03M 0.14% 162
2025
Q4 		$1.83M Sell
4,943
-3,794
-43% -$1.36M 0.09% 204
2025
Q3 		$2.9M Buy
8,737
+4,306
+97% +$1.37M 0.2% 117
2025
Q2 		$1.41M Buy
4,431
+270
+6% +$76K 0.11% 160
2025
Q1 		$1.12M Sell
4,161
-469
-10% -$139K 0.1% 180
2024
Q4 		$1.37M Buy
4,630
+956
+26% +$275K 0.11% 158
2024
Q3 		$996K Sell
3,674
-802
-18% -$200K 0.1% 198
2024
Q2 		$1.04M Buy
4,476
+32
+0.7% +$7.41K 0.08% 201
2024
Q1 		$1.01M Buy
4,444
+1,265
+40% +$262K 0.08% 219
2023
Q4 		$596K Buy
3,179
+610
+24% +$98.2K 0.06% 286
2023
Q3 		$383K Buy
+2,569
New +$420K 0.04% 351
2021
Q1 		– Sell
-47,880
Closed -$5.79M – 412
2020
Q4 		$5.79M Sell
47,880
-2,040
-4% -$226K 0.81% 19
2020
Q3 		$5M Sell
49,920
-2,175
-4% -$214K 0.71% 27
2020
Q2 		$4.96M Buy
+52,095
New +$4.8M 0.89% 25
2018
Q4 		– Sell
-2,331
Closed -$250K – 357
2018
Q3 		$250K Sell
2,331
-566
-20% -$58.9K 0.04% 280
2018
Q2 		$284K Buy
2,897
+383
+15% +$37.6K 0.05% 260
2018
Q1 		$235K Buy
+2,514
New +$244K 0.05% 273

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

Mount Yale Investment Advisors's AXP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its American Express (AXP) stake by 303% in Q1 2026, buying an estimated $5.03M and bringing the position to 19,944 shares worth $6.03M. The position accounts for 0.14% of the portfolio, ranked #162.

Mount Yale Investment Advisors first reported a position in AXP in Q1 2018 and has held it in 17 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Mount Yale Investment Advisors held 19,944 shares of American Express worth $6.03M as of Q1 2026.
  • Mount Yale Investment Advisors bought 15,001 American Express shares in Q1 2026, an estimated $5.03M.
  • American Express made up 0.14% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • Mount Yale Investment Advisors first reported a position in American Express in Q1 2018 and has held it in 17 quarters since.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.