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OneAscent Investment Solutions’s American Express AXP Stock Holding History

OneAscent Investment Solutions’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 		$400K Buy
1,324
+1
+0.1% +$335 0.4% 68
2025
Q4 		$489K Buy
1,323
+247
+23% +$88.4K 0.52% 43
2025
Q3 		$357K Buy
1,076
+52
+5% +$16.5K 0.38% 77
2025
Q2 		$327K Buy
+1,024
New +$288K 0.35% 83

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

OneAscent Investment Solutions's AXP Position: Q1 2026 in Review

OneAscent Investment Solutions increased its American Express (AXP) stake by 0.08% in Q1 2026, buying an estimated $335 and bringing the position to 1,324 shares worth $400K. The position accounts for 0.4% of the portfolio, ranked #68.

OneAscent Investment Solutions first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $489K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • OneAscent Investment Solutions held 1,324 shares of American Express worth $400K as of Q1 2026.
  • OneAscent Investment Solutions bought 1 American Express share in Q1 2026, an estimated $335.
  • American Express made up 0.4% of OneAscent Investment Solutions's portfolio in Q1 2026, its #68 holding.
  • OneAscent Investment Solutions first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • OneAscent Investment Solutions's American Express position peaked at $489K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.