OpenArc Corporate Advisory’s American Express AXP Stock Holding History

OpenArc Corporate Advisory’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	$11.1M	Buy	36,714 +1,756	+5%	+$589K	0.16%	94
2025 Q4	$12.9M	Buy	+34,958	New	+$12.5M	0.21%	70

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

OpenArc Corporate Advisory's AXP Position: Q1 2026 in Review

OpenArc Corporate Advisory increased its American Express (AXP) stake by 5% in Q1 2026, buying an estimated $589K and bringing the position to 36,714 shares worth $11.1M. The position accounts for 0.16% of the portfolio, ranked #94.

OpenArc Corporate Advisory first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.9M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

OpenArc Corporate Advisory held 36,714 shares of American Express worth $11.1M as of Q1 2026.
OpenArc Corporate Advisory bought 1,756 American Express shares in Q1 2026, an estimated $589K.
American Express made up 0.16% of OpenArc Corporate Advisory's portfolio in Q1 2026, its #94 holding.
OpenArc Corporate Advisory first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
OpenArc Corporate Advisory's American Express position peaked at $12.9M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q1 2026, filed 11 May 2026.