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Operose Advisors’s American Express AXP Stock Holding History

Operose Advisors’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 		$26.6K Buy
88
+58
+193% +$19.4K 0.01% 334
2025
Q4 		$11.1K Hold
30
– – ﹤0.01% 374
2025
Q3 		$9.96K Hold
30
– – ﹤0.01% 360
2025
Q2 		$9.57K Hold
30
– – ﹤0.01% 337
2025
Q1 		$8.07K Hold
30
– – ﹤0.01% 333
2024
Q4 		$8.9K Sell
30
-98
-77% -$28.2K ﹤0.01% 311
2024
Q3 		$34.7K Buy
128
+30
+31% +$7.47K 0.01% 321
2024
Q2 		$22.7K Hold
98
– – 0.01% 339
2024
Q1 		$22.3K Sell
98
-135
-58% -$28K 0.01% 370
2023
Q4 		$43.6K Sell
233
-42
-15% -$6.76K 0.02% 236
2023
Q3 		$41K Buy
+275
New +$45K 0.02% 345
2022
Q1 		– Sell
-215
Closed -$35K – 319
2021
Q4 		$35K Buy
+215
New +$36.7K 0.03% 161

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

Operose Advisors's AXP Position: Q1 2026 in Review

Operose Advisors increased its American Express (AXP) stake by 193% in Q1 2026, buying an estimated $19.4K and bringing the position to 88 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #334.

Operose Advisors first reported a position in AXP in Q4 2021 and has held it in 12 quarters since. The position peaked at $43.6K in Q4 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Operose Advisors held 88 shares of American Express worth $26.6K as of Q1 2026.
  • Operose Advisors bought 58 American Express shares in Q1 2026, an estimated $19.4K.
  • American Express made up 0.01% of Operose Advisors's portfolio in Q1 2026, its #334 holding.
  • Operose Advisors first reported a position in American Express in Q4 2021 and has held it in 12 quarters since.
  • Operose Advisors's American Express position peaked at $43.6K in Q4 2023.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.