Ogorek Anthony Joseph’s American Express AXP Stock Holding History

Ogorek Anthony Joseph’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	$64K	Hold	213	–	–	0.02%	144
2025 Q4	$78K	Sell	213 -21	-9%	-$7.51K	0.02%	120
2025 Q3	$77K	Buy	234 +3	+1%	+$954	0.02%	129
2025 Q2	$73K	Buy	231 +40	+21%	+$11.3K	0.02%	122
2025 Q1	$51K	Buy	191 +126	+194%	+$37.2K	0.02%	150
2024 Q4	$19K	Buy	65 +40	+160%	+$11.5K	0.01%	178
2024 Q3	$6K	Sell	25 -9	-26%	-$2.24K	﹤0.01%	226
2024 Q2	$7K	Buy	34 +9	+36%	+$2.08K	﹤0.01%	220
2024 Q1	$5K	Hold	25	–	–	﹤0.01%	235
2023 Q4	$4K	Hold	25	–	–	﹤0.01%	246
2023 Q3	$3K	Hold	25	–	–	﹤0.01%	232
2023 Q2	$4K	Hold	25	–	–	﹤0.01%	216
2023 Q1	$4K	Buy	+25	New	+$4.15K	﹤0.01%	219

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

Ogorek Anthony Joseph's AXP Position: Q1 2026 in Review

Ogorek Anthony Joseph held its American Express (AXP) position steady in Q1 2026 at 213 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #144.

Ogorek Anthony Joseph first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $78K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Ogorek Anthony Joseph held 213 shares of American Express worth $64K as of Q1 2026.
Ogorek Anthony Joseph left its American Express share count unchanged in Q1 2026.
American Express made up 0.02% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #144 holding.
Ogorek Anthony Joseph first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
Ogorek Anthony Joseph's American Express position peaked at $78K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.