OneAscent Financial Services’s American Express AXP Stock Holding History

OneAscent Financial Services’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	$830K	Buy	2,743 +314	+13%	+$105K	0.04%	253
2025 Q4	$899K	Buy	2,429 +496	+26%	+$177K	0.08%	164
2025 Q3	$642K	Sell	1,933 -379	-16%	-$121K	0.08%	190
2025 Q2	$739K	Sell	2,312 -3,978	-63%	-$1.12M	0.05%	232
2025 Q1	$1.69M	Buy	6,290 +3,713	+144%	+$1.1M	0.11%	130
2024 Q4	$765K	Buy	2,577 +1,110	+76%	+$319K	0.07%	191
2024 Q3	$398K	Sell	1,467 -309	-17%	-$76.9K	0.29%	92
2024 Q2	$411K	Buy	1,776 +364	+26%	+$84.3K	0.06%	167
2024 Q1	$322K	Sell	1,412 -158	-10%	-$32.8K	0.04%	274
2023 Q4	$294K	Sell	1,570 -1,807	-54%	-$291K	0.04%	273
2023 Q3	$504K	Buy	+3,377	New	+$552K	0.13%	117
2023 Q2	–	Sell	-3,895	Closed	-$642K	–	132
2023 Q1	$642K	Buy	3,895 +370	+10%	+$61.4K	0.26%	40
2022 Q4	$521K	Buy	+3,525	New	+$522K	0.22%	51

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

OneAscent Financial Services's AXP Position: Q1 2026 in Review

OneAscent Financial Services increased its American Express (AXP) stake by 13% in Q1 2026, buying an estimated $105K and bringing the position to 2,743 shares worth $830K. The position accounts for 0.04% of the portfolio, ranked #253.

OneAscent Financial Services first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.69M in Q1 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

OneAscent Financial Services held 2,743 shares of American Express worth $830K as of Q1 2026.
OneAscent Financial Services bought 314 American Express shares in Q1 2026, an estimated $105K.
American Express made up 0.04% of OneAscent Financial Services's portfolio in Q1 2026, its #253 holding.
OneAscent Financial Services first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
OneAscent Financial Services's American Express position peaked at $1.69M in Q1 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.