MV Capital Management’s American Express AXP Stock Holding History

MV Capital Management’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	$457K	Sell	1,510 -5	-0.3%	-$1.68K	0.04%	123
2025 Q4	$560K	Buy	1,515 +5	+0.3%	+$1.79K	0.05%	111
2025 Q3	$502K	Hold	1,510	–	–	0.05%	120
2025 Q2	$482K	Sell	1,510 -12	-0.8%	-$3.38K	0.05%	120
2025 Q1	$409K	Hold	1,522	–	–	0.04%	128
2024 Q4	$452K	Buy	1,522 +1	+0.1%	+$287	0.05%	122
2024 Q3	$412K	Buy	1,521 +11	+0.7%	+$2.74K	0.04%	131
2024 Q2	$350K	Buy	1,510 +10	+0.7%	+$2.32K	0.04%	133
2024 Q1	$342K	Buy	1,500 +6	+0.4%	+$1.24K	0.04%	133
2023 Q4	$280K	Sell	1,494 -43	-3%	-$6.92K	0.04%	141
2023 Q3	$229K	Buy	1,537 +6	+0.4%	+$981	0.03%	145
2023 Q2	$267K	Buy	1,531 +8	+0.5%	+$1.29K	0.04%	138
2023 Q1	$251K	Buy	1,523 +15	+1%	+$2.49K	0.04%	137
2022 Q4	$223K	Buy	1,508 +115	+8%	+$17K	0.03%	125
2022 Q3	$188K	Buy	1,393 +70	+5%	+$10.6K	0.03%	126
2022 Q2	$183K	Sell	1,323 -80	-6%	-$13.2K	0.03%	133
2022 Q1	$262K	Buy	1,403 +98	+8%	+$17.7K	0.04%	126
2021 Q4	$213K	Buy	1,305 +3	+0.2%	+$512	0.03%	132
2021 Q3	$218K	Buy	1,302 +71	+6%	+$11.9K	0.04%	123
2021 Q2	$203K	Buy	1,231 +88	+8%	+$13.8K	0.03%	121
2021 Q1	$162K	Buy	1,143 +17	+2%	+$2.25K	0.03%	125
2020 Q4	$136K	Hold	1,126	–	–	0.03%	121
2020 Q3	$113K	Hold	1,126	–	–	0.02%	119
2020 Q2	$107K	Hold	1,126	–	–	0.03%	120
2020 Q1	$96K	Hold	1,126	–	–	0.03%	123
2019 Q4	$140K	Hold	1,126	–	–	0.03%	124
2019 Q3	$133K	Hold	1,126	–	–	0.03%	125
2019 Q2	$139K	Hold	1,126	–	–	0.03%	118
2019 Q1	$123K	Sell	1,126 -13	-1%	-$1.37K	0.03%	120
2018 Q4	$109K	Hold	1,139	–	–	0.03%	124
2018 Q3	$121K	Hold	1,139	–	–	0.03%	123
2018 Q2	$112K	Sell	1,139 -98	-8%	-$9.63K	0.03%	127
2018 Q1	$115K	Sell	1,237 -120	-9%	-$11.6K	0.03%	128
2017 Q4	$135K	Sell	1,357 -79	-6%	-$7.52K	0.04%	122
2017 Q3	$130K	Sell	1,436 -12	-0.8%	-$1.03K	0.04%	120
2017 Q2	$122K	Buy	1,448 +49	+4%	+$3.88K	0.04%	123
2017 Q1	$111K	Buy	1,399 +33	+2%	+$2.58K	0.03%	126
2016 Q4	$101K	Buy	1,366 +63	+5%	+$4.36K	0.04%	121
2016 Q3	$83K	Buy	1,303 +105	+9%	+$6.75K	0.03%	128
2016 Q2	$73K	Buy	1,198 +24	+2%	+$1.52K	0.03%	138
2016 Q1	$72K	Hold	1,174	–	–	0.03%	137
2015 Q4	$82K	Hold	1,174	–	–	0.03%	133
2015 Q3	$87K	Hold	1,174	–	–	0.04%	121
2015 Q2	$91K	Sell	1,174 -34	-3%	-$2.7K	0.04%	131
2015 Q1	$94K	Hold	1,208	–	–	0.04%	115
2014 Q4	$112K	Buy	+1,208	New	+$108K	0.05%	100

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MV Capital Management's AXP Position: Q1 2026 in Review

MV Capital Management reduced its American Express (AXP) stake by 0.33% in Q1 2026, selling an estimated $1.68K and leaving 1,510 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #123.

MV Capital Management first reported a position in AXP in Q4 2014 and has held it in 46 quarters since. The position peaked at $560K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

MV Capital Management held 1,510 shares of American Express worth $457K as of Q1 2026.
MV Capital Management sold 5 American Express shares in Q1 2026, an estimated $1.68K.
American Express made up 0.04% of MV Capital Management's portfolio in Q1 2026, its #123 holding.
MV Capital Management first reported a position in American Express in Q4 2014 and has held it in 46 quarters since.
MV Capital Management's American Express position peaked at $560K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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